- Bank of America (New York, NY)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... Brokerage Services Financial Advisor New York, New York **To proceed...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- M&T Bank (Danvers, MA)
- …affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and ... as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in...Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs… more
- Aegon Asset Management (Cedar Rapids, IA)
- … Financial Advisors, 2) Protection Solutions and Savings & Investments , comprised of life insurance, annuities, employee benefits, retirement plans, and ... Transamerica Investment Solutions, and 3) Financial Assets, which...Advanced computer skills. Preferred Qualifications + Solid knowledge of accounting/ financial area preferred (for example, investments , insurance… more
- NVIDIA (Santa Clara, CA)
- …make a lasting impact on the world. We are seeking an exceptional Senior Financial Analyst to join the Software Engineering FP&A Organization based out of Santa ... overarching responsibilities are to provide the highest caliber of relevant financial and business analysis that is both insightful and measurable, enabling… more
- M&T Bank (Buffalo, NY)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... investments and insurance solutions from mass affluent customer segment,...customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage… more
- HD Supply (Atlanta, GA)
- …team. This role partners closely with the Finance Manager for Capital Investments to deliver high-quality capital investment analysis, strengthen governance, and ... and value creation. This position plays a key role in enabling disciplined investment decisions and maintaining financial rigor throughout the CapEx lifecycle.… more
- Athene (West Des Moines, IA)
- …coordinate cross-functional input from accounting, actuarial, risk, finance, and investment teams, and represent Athene's perspective before financial ... to do more. More for our customers and the financial professionals who offer our products. If you are...a deep understanding of insurance finance, capital management, and investment regulation, applying this knowledge to assess the impact… more
- Raymond James Financial, Inc. (Trinity, FL)
- …the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment ... and meets minimum performance and production standards. + Stays abreast of investment products, industry rules and regulations, and financial planning. +… more
- Wright-Patt Credit Union Inc. (Hilliard, OH)
- …their financial goals, primarily through the sale of non-depository investment and insurance products. This includes retirement planning, investment ... The Senior Financial Advisor (SFA) is responsible for helping member-owners...investments , insurance and/or credit union products. + Sells investment and insurance products to member-owners. + Services … more
- Tradeweb (New York, NY)
- …the accounting and reporting for the company's portfolio of strategic and financial investments , including minority equity investments , convertible debt ... equity method investments . This newly created role consolidates all investment -related accounting and reporting activities under one function and offers the… more