- HUB International (Albuquerque, NM)
- …+ Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning + Depth of experience ... and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management… more
- Atria Wealth Solutions (Vancouver, WA)
- Columbia Credit Union, in partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for ... About Columbia Credit Union Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k...to make life better by offering insurance, investments, and advisory services exclusively to our membership. Our CFS Advisor… more
- Bank of America (Denver, CO)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ... families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working… more
- Palo Alto Networks (Santa Clara, CA)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... few! **Your Career** The Unit 42 Senior Business Development Manager , Law Firms is responsible for growing demand for Unit 42 services from the top cyber law firms… more
- Carnival Cruise Line (Miami, FL)
- This position is responsible for providing administrative support to the Vice President, Risk Advisory & Assurance Services, as well as their direct reports. The ... Prepare PowerPoint presentations as instructed by the Vice President, Risk Advisory & Assurance Services or other...company paid term life insurance and disability coverage + Financial Benefits: + 401(k) plan that includes a company… more
- Bank of America (New York, NY)
- …private markets **Skills:** + Analytical Thinking + Customer and Client Focus + Financial Management + Presentation Skills + Risk Management + Business ... are guided by a common purpose to help make financial lives better through the power of every connection....equity offering documents to determine business, legal and headline risk + Maintaining comprehensive knowledge of all private equity… more
- BMO Financial Group (New York, NY)
- BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and ... advisory services to clients around the world. #bmocapitalmarkets We...are seeking highly skilled and experienced Vice-President (Equity Derivatives Financial Engineering) to join our Equity Derivatives Financial… more
- Citigroup (Chicago, IL)
- …of Wealth Group Executives (Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions ... supporting wealth advisory sales. The Wealth Regional Director is directly responsible...hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as Retail… more
- Access Dubuque (Dubuque, IA)
- …and implementation of stop-loss captives for self-funded employee health plans. + Conduct financial modeling and risk analysis to evaluate the potential cost ... captives. This role involves advising employers and brokers on alternative risk financing strategies, optimizing stop-loss arrangements, and ensuring compliance with… more
- AECOM (New York, NY)
- …schedule, budget, and risk . + Prepare a project plan with project manager to ensure all procedures are in place to meet contractual requirements. + Facilitate ... and prepares various forecasts and performance trends on key financial metrics on a weekly, monthly, and quarterly basis...cost and schedule analysis. + Assist Project Managers in risk identification, assessment, and development of risk … more