- Truist (Tampa, FL)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general...dates and settlement. 3. Process corporate actions where a license is warranted, such as tender offers, optional dividends… more
- Edward Jones (Dallas, TX)
- …complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, ... clients need. The Senior Planner will serve as a conduit between the financial advisor , client and the home office stakeholders and is required to achieve the… more
- Mackenzie Eason & Associates (Midland, TX)
- …record‑setting economic expansion in the Permian Basin, and transformative investments-from new Tax Increment Reinvestment Zones along SH 191 and Loop 250 to ... parks and critical water infrastructure. Midland needs a legal advisor who can keep pace with opportunity, safeguard the...of outsized influence. You will guide two newly created Tax Increment Reinvestment Zones that unlock retail, housing, and… more
- Access Dubuque (Dubuque, IA)
- …development meetings + Get licensed with your Life, Accident, and Health insurance license + Build life skills that create future career opportunities As a ... opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. **Are you a fit for...such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance… more
- Lane County (OR)
- …hiring a Property Appraiser 1 to support fair and equitable property valuation for tax purposes. As an Appraiser 1, you'll receive training to determine the value of ... Learn how to appraise real and personal property for tax assessment + Gain hands-on experience while supporting a...of hire. + Possession of a valid Oregon driver's license . Studies have shown that women and BIPOC individuals… more
- The Salvation Army (Hartford, CT)
- …messages, and building relationships. + Schedule donor, prospect, and professional advisor appointments and meetings. + Assist and provide donors, prospects, ... + Manage and update all confidential donor and professional advisor files, including maintaining accurate and detailed documentation of...+ Maintain a thorough knowledge of federal and state tax law related to present and estate giving. +… more
- The County of Los Angeles (Los Angeles, CA)
- …in the nation. + Flexible Benefit Plans - Benefits may be purchased using tax -free County contribution of an additional 14.5%-17% of the employee's monthly salary. + ... Robust Retirement Packages - Contributory-defined benefit plans; optional tax -deferred income plans that may include a County matching contribution up to 4% of… more
- RWJBarnabas Health (West Orange, NJ)
- …benefit plans, retirement plans, Affordable Care Act compliance, fiduciary obligations, and related tax reporting requirements, This role will serve as a key legal ... advisor to Human Resources, Finance, and Compliance teams, ensuring...system, or law firm specializing in employee benefits and tax -exempt healthcare organizations. Reports to:The Senior Counsel, Assistant Vice… more
- Lane County (OR)
- …+ Benefits + Questions DESCRIPTION * This position is eligible for a $2,500 (pre- tax ) recruitment compensation sign on at the time of appointment * * An additional ... + NPI + Transcripts + Diploma + CV or Resume + Oregon Driver's License Note: + Offers of employment are contingent upon consenting to and successfully passing… more
- City of Cincinnati (Cincinnati, OH)
- …advice to Director; attend meetings as assigned. Serve as liaison for and advisor to other agencies relating to housing, planning, economic development and other ... educational requirement and vice versa. OTHER REQUIREMENTS Must have a valid Driver's License . Must be an excellent communicator and team builder. Must be able to… more