- Raymond James Financial, Inc. (Newport Beach, CA)
- …reports and client-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing Client Relationship Management ... and strategies + General office practices, procedures, and methods + Basic investment concepts, practices and procedures used in the securities industry + Financial… more
- Envista Holdings Corporation (Brea, CA)
- …eg, top company leaders, broad employee base, Board of Directors, shareholders & investment community, and potentially customers or partners. + Act as a trusted ... advisor to executives and leadership team members of Envista's...deliver the best possible patient care. Envista became an independent company in 2019. We brought with us the… more
- TD Bank (New York, NY)
- …Compliance, and Risk functions. The incumbent provides strategic guidance and independent oversight of the surveillance output and analyst dispositions of alerts, ... in surveillance review quality and methodology. + Act as a strategic advisor on evolving regulatory expectations, enforcement trends, and industry best practices in… more
- AECOM (Portland, OR)
- …has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your ... government + Senior technical resource may serve as technical advisor for team + Provides specialized technical input to...projects + Experience and ability to exercise initiative and independent judgment in the solution of work problems +… more
- Kestra Financial (Avon, CT)
- Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial planners ... service and advice. Key Responsibilities: + Analyze clients' financial situations, investment portfolios, and goals to provide tailored planning recommendations. +… more