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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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Using a holistic planning approach, Pure Financial manages over $6.29 billion in assets (as of March 25, 2024) 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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A proven track record in financial leadership, with significant experience and passion for M&A, preferably within the banking or financial services sector. Lead the financial planning, analysis, investment strategy, balance sheet and strategy development that will propel the holding company into its next phase of growth.
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The Investment Program at Cadence Bank supports the local community with a complete menu of financial services. This exciting position will allow you to grow your career and business, helping the people and families that look to Cadence Bank for financial solutions.
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Employment is with Cadence Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs.
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Facilitate Corporate FP&A projects as needed including, but not limited to, enhancement of current Corporate Spend reporting, reporting and system enhancements, integrating financial reporting related to acquisitions, daily sales reporting consolidation, and creating efficiencies within the Corporate FP&A team.
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This Wealth Paraplanner position will liaise with our financial planning, operations, marketing, tax, and investment management teams in successfully delivering daily initiatives and solutions to support a team of senior Wealth Advisors and their clients.
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IFC is conducting a search for a Financial Analyst to join the Treasury Client Solutions Department in Washington DC focusing on Latin America and the Caribbean. Strong data analysis and financial modeling skills and Advanced knowledge of Excel, Bloomberg or Reuters is a plus.
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5 years proven experience in the delivery of personal investment products and services, with at least 1 year of experience in a financial institution. Consumers Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services to its members in the Kalamazoo, MI area.
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As a Financial Advisor at WellBridge Wealth, you’ll be at the forefront of client relationships, utilizing your expertise to create unique and impactful financial plans. Data Precision: Master the art of collecting, interpreting, and analyzing client financial data.
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Through its relationship with CUSO Financial Services, L. P. (CFS) Spokane Teachers Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Spokane, WA area.
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The Investment Program at Travis Credit Union supports the local community with a complete menu of financial services. This exciting position will allow you to grow your career and business, helping the people and families that look to Travis Credit Union for financial solutions.
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Experience working with Financial Reporting tools and BI Tools such as Adaptive Insights, Domo, Tableau, etc. As the Financial Analyst, you will have the opportunity to thrive in a fast-moving, fluid environment, and be passionate about implementing change, great processes and procedures in a commercial setting at a fast-growing technology company.
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This employment opportunity at TruStage located at Scott Credit Union in Edwardsville, IL would allow you to join Scott Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial.
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Experience with cloud-based budget, financial planning, and analysis software (e.g., Oracle, Workday) Reporting to the Assistant Vice Chancellor – Budget, Planning and Analysis, the Senior Financial Analyst provides analytical, budget and accounting support for financial, budgeting, planning, and reporting activities for the Knoxville Campus and the UT Space Institute.
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financial job Title: insurance and financial services agent Company: Oracle
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