- CDP Financial Group (Littleton, CO)
- Job Description Job Description Overview We are seeking a motivated and growth-oriented Junior Financial Advisor to join our team. This role is ideal for ... someone who is early in their financial services career and eager to develop technical planning...data, prepare reports, and develop plan drafts for senior advisor review. Participate in client meetings to take notes,… more
- Legacy Investment Services, LLC (Rancho Cucamonga, CA)
- …for our clients. As we continue to grow, we are seeking a motivated and detail-oriented Junior Financial Advisor to join our team. As a Junior ... Job Description Job Description Who We Are Legacy Financial & Insurance Services LLC is a ... Financial & Insurance Services LLC is a financial planning and investment advisory firm dedicated to helping… more
- Funk Group - Northwestern Mutual (Waverly, IA)
- … services team. After graduation, I pursued my goal of becoming a financial advisor and joined NM. Passionate About? I’m passionate about volunteering, ... daughter, and dogs, practicing barre/pilates/yoga, being outdoors, and traveling. Matthew Henson - Financial Advisor : How long with NM? Matthew has been with NM… more
- Stratasys (Minnetonka, MN)
- …performance metrics **Business Partnership & Leadership Support** + Serve as a key financial advisor to senior leaders across Sales and other functional teams, ... Sr. Financial Analyst Location: Minnetonka, MN, US Job ID:...Act as a subject matter expert and mentor for junior analysts on tools, processes, and analysis best practices… more
- Elevatus Wealth Management (Victor, NY)
- …As a Registered Client Associate, you’ll play an important role supporting your Financial Advisor (s). About us Elevatus Wealth Management is an independent ... platforms Monitor account activity and follow up on outstanding items or exceptions Advisor & Team Support Partner closely with Financial Advisors to prepare… more
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of...team members and give guidance and feedback. Help train junior members of team. + Undertake ad hoc tasks… more
- Xcel Energy (Denver, CO)
- …effectively communicates with executives to earn a role as a trusted advisor to business leaders and Supply Chain executive leadership, building strong relationships ... and career development. + Develop relationship as a trusted advisor to the business, connecting across Supply Chain to...and consistent service from suppliers. + Mitigate cost, supply, financial , and other risks by insuring processes are complied… more
- Organon & Co. (Jersey City, NJ)
- …codes of conduct, Sarbanes-Oxley (SOX) 404 control assessment and testing, financial assurance over financial reporting, information technology evaluation of ... critical business system controls, and trusted advisor services. **Responsibilities** Under the direction of the Audit Director and the Auditor-in-Charge (AIC), the… more
- NetApp (Morrisville, NC)
- **Job Summary** NetApp ActiveIQ is a digital advisor that uses AIOps to simplify and automate the proactive care and optimization of customer's infrastructure ... security. + **Technical Leadership:** Provide technical guidance and mentorship to junior engineers, fostering a collaborative and innovative work environment. +… more
- Wyndham Hotels & Resorts (Parsippany, NJ)
- …skills include product strategy and architecture roadmap, business model and financial forecast, KPIs, market research and validation; tactical skills include ... products by development and operation teams. This role acts as a trusted advisor to clients, guiding them through digital transformation initiatives. This role leads… more
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