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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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We maintain deep, senior-level relationships with major strategic and financial buyers of professional and technology-related services companies, as well as large, public, and private company thought leaders within the industry.
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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.
$225,000 - $275,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Our services include case assessment, strategy design, complex financial modeling, damage theory formulation, settlement assistance, and expert witness testimony in a variety of legal matters.
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Support for Titans at all stages of life: Parental leave and support, up to $20k in adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more.
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The Chief of Staff plays a critical role in enhancing the client experience for their Financial Advisor/Private Wealth Advisor team by creating, developing, and executing on strategic plans to ensure the alignment of team priorities and business goals.
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Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.
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Crowell & Moring LLP, a global Am Law 100 law firm, seeks a highly qualified Scientific Advisor – Patent Agent to join its Intellectual Propertypractice group, working from its Los Angeles office.
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Ability to demonstrate: excellent customer service experience; great people skills; exceptional verbal communication skills in order to explain complex concepts and details; specialized knowledge and logical application of Federal, State, Chancellor's Office, and CSUN rules, regulations, policies and procedures governing the financial aid programs; attention to detail; inquisitiveness and self-motivation.
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We are seeking a highly skilled and experienced Senior Manager of Financial Planning & Analysis (FP&A) with specialized expertise in Asset-Based Lending (ABL) modeling. 7+ years of progressive experience in financial planning and analysis, with a focus on asset-based lending, experience in fintech or investment banking a plus.
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Assist with audit inquiries for quarterly and annual financial statement audits related to valuation. Sound understanding of financial data and diverse investment vehicles (such as Institutional Separate Accounts, SMA/Limited Partnerships, Open-End Mutual Funds, Closed-End Funds, UCITs, etc.
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Relevant experience (typically 5-7 years) in asset liability management, treasury management, financial risk management, or financial planning and analysis within a financial institution.
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Supervise, train, and mentor more junior professionals on valuation of financial instruments and related services. Cherry Bekaert’s practice applies traditional and cutting-edge approaches and methods to a variety of corporate finance analyses to provide financial advisory services to privately held and publicly-traded companies.
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Assists members in accessing health-related services and community resources, such as accompaniment to specialist appointments and assistance with enrollment forms. Our firm has expertise in all aspects of population health, strategy, delivery system development, payment systems reform, workforce development and population health management support services, including peerless analytics and performance improvement.
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Financial Advisor - SaT Capital Transformation - VME - Financial Modeling - Mgr - Multiple Positions
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Financial Advisor, Strategy and Transactions (S&T) Capital Transformation - (Valuation Modeling & Economics - Financial Modeling) (Manager) (Multiple Positions), Ernst & Young LLP, Los Angeles, CA. Analyze financial information to forecast business conditions and develop financial analytics solutions for tax planning; financial accounting; investment appraisal; and mergers and acquisitions including integrations and divestitures.
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financial services advisor jobs Title: financial assistance in Glendale, CA
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