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Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services.
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About the role: The FSS is responsible for pre-registration, insurance verification, communicating and helping secure the patient and insurance financial responsibilities prior to services.
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Using a holistic planning approach, Pure Financial manages over $4.6 billion in assets (as of March 29, 2023) and services clients across the nation. If you are a CERTIFIED FINANCIAL PLANNER professional (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm.
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Pure’s financial planners generally are required to be CERTIFIED FINANCIAL PLANNERTM professionals (CFP®), Certified Public Accountants (CPA), Chartered Financial Analyst (CFA®), or to have at least five years of financial planning experience.
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Support strategic business initiatives to continuously improve internal processes that optimize internal controls and reduce total cost of controls, within Audit Services and across business process areas.
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4+ years of experience in Financial services, Marketing, Compliance, Internal Audit Operations or Vendor Management areas or related. 6+ years of experience in financial services, Marketing, Compliance, Internal Audit Operations or Vendor Management areas or related.
$75,500 - $127,900 a yearFull-timeExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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The 14 departments that make up the executive side are Police Services, Fire and Emergency Services, Corrections, Communications, Support Services, Financial Services, Community Services, Human Resources, Information Technology Services, Law, Planning and Development, Water Resources, Child Advocacy & Juvenile Services, and Transportation.
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UC Davis Health offers a full range of benefits, resources and programs to help you bring your best self to work, as well as to help you and your family achieve your health, wellness, financial and career goals.
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In support of subscribing advisors and their high-wealth clients, the Paraplanner, High-Net-Worth Services will be a dedicated resource supporting the delivery of Advanced Financial Plans.
$71,880 - $107,820 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Free counseling services and resources for emotional, physical and financial wellbeing 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service) Employee Stock Purchase Plan with 10% off HCA Healthcare stock Family support through fertility and family building benefits with Progyny and adoption assistance.
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CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice. CUSO Financial Services, LP (CFS) Two (Three) or more years of sales experience in the financial services industry, preferably in a bank or credit union.
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Reporting to the VP Finance US, with a dotted line to the Services Finance Director, this role is responsible for financial controls for all Air Partner US entities (Charter & Kenyon International.
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Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers.
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In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.
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Charitable causes supported include The Chicago Lighthouse, a worldwide social services organization that serves the blind, visually impaired, disabled, and veteran communities with comprehensive vision care support; Penelope House, a provider of services to survivors of domestic violence and their children in Mobile, Alabama; and the sponsorship of service dogs to help veterans with PTSD.
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financial services jobs Title: audit manager Company: Ernst Young Llp
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