- Fifth Third Bank, NA (Huntsville, AL)
- …developed sales and presentation skills. + Travel required within assigned territory. #LI-ML1 Investment Executive ( Financial Advisor ), Huntsville, AL - ... May handle large book of clients with more complex financial profiles. Accountable for sales of full range of...relationships. + Highly developed knowledge of the securities business, investment products and financial solutions. + Highly… more
- Insight Global (Hoover, AL)
- Job Description Insight Global is looking for a Financial Advisor to join an established and growing Wealth Management and Retirement Planning firm in ... Assist clients with annuities, life, long-term care & managed money Provide financial planning advice to include investment , insurance & retirement Develop,… more
- Bank of America (Fairhope, AL)
- …+ Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching ... and operational needs + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Anywhere Real Estate (Birmingham, AL)
- …models and valuation scenarios (DCF, precedent transactions, public comps). + Prepare investment memos and present recommendations to executive leadership and ... technology-enabled services, or consumer-facing platforms is a plus. + Excellent financial modeling, communication, and executive presentation skills. + Ability… more
- Lumen (Montgomery, AL)
- …data, and review performance dashboards to evaluate progress towards strategic goal + ** Executive Advisement: ** Act as a strategic advisor to senior leadership. ... in line with the company's vision. The role requires a blend of financial acumen, strategic insight, and leadership skills to develop actionable plans that boost… more
- Evolent (Montgomery, AL)
- …to align financial planning with business execution. * Synthesize complex financial data into clear, actionable insights for executive stakeholders. * Lead ... This role is part of a centralized corporate FP&A team focused on financial intelligence, analysis, and forecasting, with a strong emphasis on strategic thought… more
- ISC2 (Montgomery, AL)
- …between project execution and corporate strategy. This role requires a seasoned executive who has built and scaled PMOs in high-growth, complex organizations. As ... portfolio, ensuring initiatives deliver measurable business value. + Provide executive oversight for enterprise transformation projects, ensuring alignment with… more
- NASCO (Montgomery, AL)
- …direction, outcomes, staffing, and other assignments. The Director is a trusted advisor to technology and product leadership, customers, and teams to align efforts, ... organizational strategy. Adapts and supports the enterprise business strategy, gains executive approval and support, and oversees successful execution of initiatives… more
- Deloitte (Birmingham, AL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax...streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +… more
- Deloitte (Birmingham, AL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q… more
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