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The Inventory Analyst actively works with cross-functional partners and Client Retail Store associates to ensure accuracy of in store inventory to support sales, replenishment, and fulfillment programs.
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Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC) designation, or equivalent desired. Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC) designation, or equivalent desired.
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Specific requirements include: Bachelor’s or Master’s in Accountancy, Finance, or related degree Certification as a Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Or Certified Financial Planner (CFP) is preferred.
$85,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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QualificationsEducation/Training: B.S. or B.A. degree with a major in Business, Economics, Finance or Accounting preferred; Advanced level of technical knowledge, as evidenced by the completion of Chartered Financial Analyst, Certified Financial Planner, Certified Financial Advisor, or related accreditation in order to obtain and analyze financial information in order to forecast business, industry and economic trends as a basis for making investment decisions.
$64,000 - $108,804 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA.
Full-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter / VP / Director / Vice President / Wealth Management.
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Additional professional designations preferred, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and/or Chartered Retirement Planning Counselor (CRPC.
ExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
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Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.
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Strongly prefer candidates with their Life & Health license, their Series 6, 63, and/or 7 (or ability to obtain within 30-60 days) as well as individuals with their Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA.
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Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. Minimum of two years of experience working with mass affluent clients dealing with banking, investments, financial planning, insurance or lending.
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Serve as a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs). General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
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The Commercial Finance Senior Analyst will report into the Commercial Finance team (within the larger Revenue Finance team) and will work closely with Strategy, Legal, Revenue Operations, Product, Financial Planning & Analysis (FP&A) Finance, Finance Operations, and other stakeholders by communicating pricing guidance, reporting impact, and assisting with recommending potential pricing initiatives.
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GE Vernova, a dynamic accelerator comprised of our Power, Renewable Energy, Digital and Energy Financial Services businesses, is focused on leading a new era of energy - electrifying the world while simultaneously working to decarbonize it.
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Advanced level of technical knowledge, as evidenced by the completion of Chartered Financial Analyst, Certified Financial Planner, Certified Financial Advisor, or related accreditation in order to obtain and analyze financial information in order to forecast business, industry and economic trends as a basis for making investment decisions.
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