• SDL Search Partners (Boston, MA)
    …add to the team! Candidates will have prior experience in Public Accounting with Financial Services / PE clients, or with prior corporate industry experience. ... About the job Financial Reporting Associate - Private Equity...of experience Big 4 / Public Accounting experience with Financial Services clients highly preferred Corporate Private… more
    Upward (07/13/25)
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  • Jamie Grayem (Northbrook, IL)
    …products? We're seeking a Wealth Management Client Associate to provide exceptional service and operational support to our Financial Advisors (FAs) and their ... Wealth Management Client Associate / Financial Advisor Support Location:...and advocating for our clients. Responsibilities: Deliver outstanding client service by educating clients on all banking services more
    Upward (07/10/25)
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  • Wealth Enhancement Group (Tarrytown, NY)
    …For more information, please visit www.wealthenhancement.com. We have an exciting opportunity for an Associate Financial Advisor . As an AFA, you will work as ... far beyond the standard approach. We proudly provide unique financial plans and investment management services to...advisory team to actively manage client relationships with excellent service Assist the Financial Advisor during client… more
    Upward (07/21/25)
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  • Kestra Financial Independent Advisor (Hartford, CT)
    Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are ... looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients. In addition to base compensation,… more
    Upward (07/03/25)
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  • Crescent City Recruitment Group (Atlanta, GA)
    FINANCIAL SERVICES ASSOCIATE ATTORNEY - PAYMENTS & FINTECH Locations: Atlanta, GA | Dallas, TX HYBRID Our client, a prominent AmLaw 50 international firm, is ... seeking a talented mid-level Associate Attorney to join their nationally-recognized Payments and Fintech...usage , SaaS , and technology outsourcing . Advise financial services and technology clients on regulatory… more
    Upward (07/09/25)
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  • KeyBank (Ann Arbor, MI)
    …day, personally, professionally, and financially. Accepts and accurately processes all financial service transactions, while identifying opportunities during the ... uses sound judgment with customers and transactions. Exhibits strong sales and service skills, presenting products and services while proactively educating… more
    Upward (07/14/25)
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  • JPMorgan Chase & Co. (Chicago, IL)
    …of a dynamic team that supports Fortune 500 companies in achieving their financial goals. This role offers career growth, skill development, and the opportunity to ... work with industry leaders. As a Commercial Loan Closing Associate in Deal Set Up and Funding, you will...client satisfaction. Your work will directly impact our clients' financial achievements and enhance our team's reputation for excellence.… more
    Upward (07/01/25)
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  • Goldman Sachs, Inc. (Dallas, TX)
    …the firm to develop and manage the firm's forward looking strategic and financial plans, including profit, loss, and financial resources. Our team collaborates ... gain the expertise required to provide critical analysis to project and forecast financial results. We use our expertise to execute strategic initiatives to provide… more
    Upward (07/01/25)
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  • Weitz and Luxenberg PC (Davenport, IA)
    …must be self-motivated with the ability to offer our banking products and services to prospects Candidate will possess the ability to develop strong customer ... relationships. Must be organized, detail-oriented and accurate; possess good oral communications skills and grammar; be professional in appearance, pleasant, courteous, and a good listener. Be able to initiate the HPG sales process when asked about accounts… more
    Upward (07/03/25)
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  • EisnerAmper LLP (New York, NY)
    …Bachelor's degree in Accounting or equivalent field 3+ years of progressive financial service tax experience Experience working with asset manager clients ... local law. About Our Tax Team: As the largest service line within the firm, EisnerAmper's Tax Group does...we're able spend more time conducting impactful business advisory services for our clients. About EisnerAmper: EisnerAmper is one… more
    Upward (07/03/25)
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