- Columbia Bank (Hillsboro, OR)
- …planning. + Works on complex problems where analysis of financial and tax situations or data requires evaluation. Exercises independent judgment in developing ... relevant wealth planning experience. Some experience as a Financial Advisor is required. + Series 7, 65 or 66,...+ Series 7, 65 or 66, required and Insurance license preferred, or willingness to obtain. + Significant experience… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Industry: Financial Services / Wealth Management Are you a seasoned financial advisor who thrives on building deep, trusted relationships and delivering holistic, ... + Provide unbiased financial advice across investment management, estate planning, tax strategy, and philanthropic planning + Oversee and mentor Associate Wealth… more
- Edward Jones (West Palm Beach, FL)
- …branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation ... client experience + Deliver excellent service by proactively anticipating Financial Advisor and client needs and positively impacting the client's experience with… more
- SUNY Erie Community College (Buffalo, NY)
- …PLANS** - New York State retirement, option to participate in tax shelter annuities, deferred compensation, voluntary retirement savings **OPPORTUNITIES FOR PRE- ... TAX ACCOUNTS** Flexible Spending Account, adoption services, dependent care,...both clinical and theory. * Assists students as faculty advisor and holds office hours; * Provides instructional support… more
- ERP International (Lemoore, CA)
- …Savings Account available, and more!** Annual CME Stipend and License /Certification Reimbursement!** Matching 401K!** **1099 Independent Contractor Options:** Higher ... total compensation rate** Malpractice provided** Self-Employed tax exempt benefits & deductions** **About ERP International, LLC:** ERP is a nationally respected… more
- Lincoln Financial (Harford, PA)
- …to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. This is a consultative phone-based ... for** _Must-haves:_ + Exceptional communication and relationship management skills + FINRA SIE License - must obtain within 120 Days + FINRA Series 6 License… more
- Minnesota State (Mankato, MN)
- …Experience with the student conduct process (hearing officer, conduct board advisor /member) in a university setting. + Excellent communication skills including ... ###@mnsu.edu . This position requires a valid, applicable driver's license , as well as a DVS records check with...and 403(b) retirement plans and other retirement investment options, pre- tax medical and dental expense (with roll-over option) and… more
- MTA (New York, NY)
- …and operational excellence. DUTIES AND RESPONSIBILITIES + Serve as a senior advisor to the President on strategic initiatives, policy, procedure, and other ... MTA agency (complimentary transportation pass within the MTA's jurisdiction and tax -advantaged accounts) + Low Premium - High Quality Health Insurance Plans… more
- Commerce Bank (Franklin, TN)
- …with the objective to acquire new business + Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a ... & Abilities Required + Strong knowledge of single investor tax , loans, TRAC, operating, synthetic, and debt transactions +...credit requests + Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing… more
- City of Pittsburgh (Pittsburgh, PA)
- …The background investigation includes but is not limited to criminal background, driver's license and City of Pittsburgh real estate tax payments. Candidates may ... A current, valid Class C Pennsylvania Motor Vehicle Operator's License at the time of filing application or prior...codes and/or Department rules and regulations. + Acts as advisor to the Board of Standards and Appeals. +… more