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The Wealth Management Service Advisor is a full-time position reporting to the Lead Wealth Planner and Managing Director. Experience with the financial planning software eMoney, as well as Redtail (CRM), Wealthscape, Albridge, Microsoft Office suite, including Teams, (or similar financial, portal and CRM software.
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Collaborate across our financial and tax transaction advisory teams to perform tax structuring and tax modeling in connection with distressed company transactions across various industries.
$225,000 a yearFull-timeExpandApply NowActive JobUpdated 6+ months ago - UpvoteDownvoteShare Job
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The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.
$225,000 a yearFull-timeExpandApply NowActive JobUpdated 6+ months ago - UpvoteDownvoteShare Job
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Interact with clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market.
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Supporting our clients’ wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
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This employment opportunity at LA Financial Federal Credit Union in Lake Havasu City, AZ would allow you to join the Investment Program at LA Financial Federal Credit Union as a Financial Advisor associated with LPL Financial.
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The Policy Advisor evaluates proposed regulatory policies to assess the impact on 3CE and assists in analyzing and developing positions on issues. The Policy Advisor works under the direction of the Manager of Energy Policy, representing Central Coast Community Energy in various regulatory and compliance matters.
$179,257 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey’s Transaction Advisory Services (TAS) team assists private equity and corporate clients by providing cohesive diligence across financial, tax, data analytics, cybersecurity, and technical accounting.
$160,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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The open position is for an associate based in our New York, Dallas, Chicago, Houston or Boston office within the Transaction Advisory Services practice (including the following industries technology, business services and industrials, financial services and healthcare.
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Collaborate closely with corporate finance, valuation and financial restructuring colleagues. As a professional in the group, you will be teamed with a highly talented and dedicated group of M&A financial and tax due diligence professionals on an investment banking platform.
$160,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Software skills (Word, excel, PowerPoint, Smartsheet, DocuSign, financial management software) Grants Senior Management Analyst/ Analyst II (Two Positions) For Management Analyst II: Three (3) years of grant experience performing administrative, operational, management, or financial analysis of complex issues.
$171,350.4 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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This attorney will advise business partners and stakeholders regarding litigation risks and opportunities in the oversight and management of litigation and other legal disputes, including matters arising out of broker-dealer and investment advisor issues, group retirement products, life insurance, and structured products.
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The firm is the No. 1 investment bank for all global M&A transactions, the No. 1 M&A advisor for the past nine consecutive years in the U.S., the No. 1 global restructuring advisor for the past ten consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG (formerly Refinitiv.
$225,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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The open position is for a VP based in our New York, Dallas, Chicago, Houston or Boston office within the Transaction Advisory Services practice (including the following industries technology, business services and industrials, financial services and healthcare.
$180,000 a yearFull-timeExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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A BA degree is required, preferably in finance, financial planning, accounting, or business; Graduate degree from business school would be a plus. PeopleShare is hiring for a thriving and expanding independent wealth management firm located in Lutherville, MD. They deliver advanced private wealth management solutions to individuals, business owners, and retirement plan sponsors primarily in Maryland and Washington, D.C. Join their dynamic team and help them continue to offer exceptional wealth management services to their growing client base.
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