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In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC.
$300,000 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Specialist will be well-versed in eMoney software, providing hands-on assistance to clients with onboarding to the software, via phone or in person. 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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We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Experience: At least three years of experience as a Finance Associate, Financial Analyst, or in a similar role, preferably within the Asset Management industry.
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The Financial Planning & Analysis (FP&A) area is seeking a highly skilled and highly motivated Analyst II to serve as a Shared Services SFO (senior financial officer) within the firm's functional area FP&A Team. FP&A's vision is to be the "financial advisor" to the firm.
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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 3 months ago - UpvoteDownvoteShare Job
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In 2020, Refinitiv (formerly known as Thomson Reuters) ranked us the No. 1 U.S. M&A fairness opinion advisor over the past 20 years. 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.
$225,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation & Fund Advisory Services, Real Estate Valuation & Advisory Services, and Dispute Resolution Consulting.
$225,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Certified Fraud Examiner (CFE), Certified Forensic Investigator (CFI), Certified Anti-Money Laundering Specialist (CAMS), Certified Financial Crimes Specialist (CFCI) Experience in investigations that includes work with financial crimes related to Check Fraud, Electronic Fraud, Elder Financial Exploitation and/or Identity Theft.
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The Policy Advisor works under the direction of the Manager of Energy Policy, representing Central Coast Community Energy in various regulatory and compliance matters. The Policy Advisor may be assigned to represent 3CE before regulatory agencies, perform outreach to policymakers, and participate on behalf of 3CE in California Community Choice Association (CalCCA) working groups and committees.
$179,257 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Experience must include: (1) financial services and audit; (2) financial diligence and analytics; (3) accounting, intangible asset valuation, and applied financial theory, and (4) modeling in Excel (VBA/Macros), PowerPoint, and database systems.
$180,000 a yearFull-timeExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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4+ years experience with Back Office Operations working for either a Prime Broker, Administrator, Hedge Fund, Mutual Fund, Investment Advisor or Financial/Retirement Planner. SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries.
$70,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The GFC Specialist will engage with Global Financial Crimes Risk Managers, Financial Crimes Investigators, Compliance and Operational Risk (“C&OR”) officers and Control Partners to identify potential trends and themes to further develop and enhance our financial crimes oversight.
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Wealth Advisor, Financial Advisor, Life Insurance Sales, Life Insurance Planner, Fiduciary, IAR Representative, Annuity Salesperson, Financial or Insurance Wholesaler, Internal Financial or Insurance Wholesaler, Pharmaceutical Sales and more.
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Position Description ZemiTek is currently seeking a Senior Financial Specialist (SFS) who will be responsible for a broad range of financial responsibilities, such as budgeting, financial planning, analysis, and reporting.
$100,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Patelco Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and investment services to its member base in San Jose CA and the surrounding areas.
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financial advisor specialist jobs Company: Allstate
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