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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. Real Estate Investment Trust (REIT), Private Equity, Global Macro, Fixed Income, Mortgage, Credit, Distressed, Long/Short, Risk/Stat/Arbitrage, Emerging markets and Fund of Funds.
$70,000 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues.
$193,440 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Role Objective:The Associate Director, Automation & Worfklow is primarily responsible for the management of all Innovation Platforms offering for GroupM Nexus inclusive of Nexus Growth Platform and Finecast Audience Planner as well as Innovations Solutions in key market development for higher revenue and growth of overall Nexus Brand offerings.
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Certified Financial Planner (CFP) certification is preferred. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role.
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All Employees: Free Club Membership, Employee Assistance Program (EAP), Basic Group Live and AD&D Insurance ($10,000), and 401k Savings and Investment Plan. You'll manage and follow up on leads by using our Lead Management System, and utilize a daily planner to track and plan successful lead management and selling activities.
$19.06 an hourPart-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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CFS (Member /) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. CUSO Financial Services, L.P. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police Federal Credit Union in the greater Los Angeles, CA area.
Full-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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You have professional experience in finance (such as Financial Analyst, Investment Banker, Financial Controller, Corporate Finance Specialist, Financial Planner, Internal Auditor, Tax Consultant, etc.
Part-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus.
$24,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.
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Knowledge of BNA income tax planner and Quickbooks is a plus. SB Capital Management, Inc. is a Registered Investment Advisory firm providing comprehensive investment management and wealth planning services.
Full-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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Financial industry certifications such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or similar credentials preferred. As a Wealth Management Advisor, you will provide comprehensive financial planning and investment management services to high-net-worth individuals and families.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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As an Executive Director, Wealth Planner within J.P. Morgan Wealth Management, you will need an understanding of tax and trusts & estate laws and relevant financial planning concepts including retirement, cash flow, insurance, equity compensation, charity, wealth transfer and more.
Full-timeExpandApply NowActive JobUpdated 22 days ago - UpvoteDownvoteShare Job
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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
$100,000 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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The Demand Planner will manage seasonal demand forecast that delivers US channels revenue goals, optimize inventory investment and improve overall supply chain efficiency. The Demand Planner will need to build partnerships with sales, merchandising, finance and customer service to drive decision-making across the development and sales processes.
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