- HUB International (New Orleans, LA)
- …& Knowledge** + Understanding of wealth management including fee-based consulting, mutual funds , money manager programs, insurance and financial planning ... + Previous experience with high net worth or ultra-high net worth clients/families is preferred + Experience utilizing financial planning software (eMoney, MoneyGuide Pro, Right Capital etc) + Highly effective interpersonal, relationship management and… more
- ADP (CA)
- …education. Need to maintain a high level of knowledge of investing and mutual funds . + Schedule all client meetings in multi-region territories. Attend ... pre-implementation visits as required. + Maintains in-depth knowledge of all retirement services product lines including alliance partners. Stays current on new and existing 401(k) legislation. + Schedules and conducts 10 meetings per week: + Must maintain… more
- VCA Animal Hospitals (Fleming Island, FL)
- …to last a lifetime. Our team takes pride in fostering an atmosphere of mutual respect and recognition while being adaptable, goal driven and engaged. We work hard ... Technician education tuition support and scholarships** + $750 continuing education funds for credentialed associates + Veterinary Technician license reimbursement +… more
- VCA Animal Hospitals (Bedford Hills, NY)
- …education tuition support and scholarships** + $750 continuing education funds for credentialed associates + Veterinary Technician **license reimbursement** + ... us continue to grow. Our team takes pride in fostering an atmosphere of mutual respect and recognition while being adaptable, goal driven and engaged. We work hard… more
- Deloitte (New York, NY)
- …to financial institutions, including retail, wholesale and international banks, broker dealers, mutual funds and insurance companies + Ability to develop ... AML/OFAC compliance policies and procedures and review other relevant policy and procedure manuals as appropriate + Ability to provide advice regarding applicable AML/OFAC regulations and requirements to the business across the three lines of defense on… more
- BlackRock (Atlanta, GA)
- …a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the ... industry-leading iShares(R) ETFs. Are you interested in building innovative technology that shapes the financial markets? Do you like working at the speed of a startup, but want to solve some of the world's most complex problems? Do you want to work with, and… more
- VCA Animal Hospitals (Ithaca, NY)
- …education tuition support and scholarships** + $750 continuing education funds for credentialed associates + Veterinary Technician **license reimbursement** + ... us continue to grow. Our team takes pride in fostering an atmosphere of mutual respect and recognition while being adaptable, goal driven and engaged. We work hard… more
- ADP (Dallas, TX)
- …to make informed financial and investment decisions. + Firm understanding and education on mutual funds , rates or return, personal rates or return, market timing ... restrictions, self-directed brokerage accounts on enrollment calls and any investment related calls enabling employees to make informed financial and investment decisions. + Educate employees on distribution options available to them when transitioning… more
- Citigroup (New York, NY)
- …end-toend lifecycle of due-diligenced investment products across the spectrum including mutual funds , ETFs, separately managed accounts (SMAs), CIO-selected ... thematics, and alternative investments. The Director will lead coordination across product, operations, risk, and compliance to ensure all investment solutions meet regulatory, operational, and suitability standards. This leader will play a central role in… more
- VCA Animal Hospitals (Ithaca, NY)
- …Technician education tuition support and scholarships** + Continuing education funds for credentialed associates + Veterinary Technician **license reimbursement** + ... us continue to grow. Our team takes pride in fostering an atmosphere of mutual respect and recognition while being adaptable, goal driven and engaged. We work hard… more