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Less experienced Financial Advisors (FA) will work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships.
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Invoicing review, monthly accruals, SOX compliance audits and reporting, project financial analysis, and contract management supporting Gas Transmission Projects & P/I. Supports team to provide project governance, financial support, document management, change control, and contractor on/off-boarding across Gas Transmission Projects & P/I.
$120,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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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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Demonstrated record of selling success, achievement of sales goals in the financial professional channel, Possess in-depth understanding of the ETF and investment products industry, financial concepts, product knowledge, investment management, and client-service strategies.
$125,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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State Fund is looking for an additional member to join our Teleworking Financial Planning & Analysis Team. This position will work under the general direction of the Corporate Finance Manager in a large enterprise specialized in the field of Workers’ Compensation Insurance.
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Other - Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) may also be acceptable depending on the specific role and business approval. Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as cost segregation studies and tax equity financial modeling (e.g., hypothetical liquidation at book value.
$193,440 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Become aFinancial IT Operations, Senior Advisorat Southern California Edison (SCE) and build a better tomorrow in the Corporate Accounting group within the Finance organization.
$217,900 depends on experienceExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Sales Associate will be responsible for developing relationships with prospective and existing domestic and international clients and driving sales of watches, fine jewelry, and Hermes handbags.
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As the Director of Financial Contract Reporting at Crunchyroll, you will lead our Financial Contract Reporting (FCR) Team, overseeing all aspects of royalty reporting and compliance. As the Director Financial Contract Reporting you will report to the VP Finance.
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Visit community and social service agencies to inform them of the availability of Talent Search services and facilitate discussion/presentations on planning for college admission and financial aid.
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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. 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 a yearFull-timeExpandApply NowActive JobUpdated 6+ months ago - UpvoteDownvoteShare Job
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Relevant experience in fixed income analysis, bond trading, investment research, or portfolio management within the financial services industry. Professional certifications such as Chartered Financial Analyst (CFA) or progress toward certification may be preferred.
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NeueHouse uses Salesforce, our CRM, to track and measure the progress of our sales over time, and while experience with the system isn’t necessary, you must demonstrate the financial acumen to drive sales across a multi-million-dollar, multi-unit business with several different revenue streams.
$80,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The ideal candidate should have extensive digital content creation experience within the financial services industry, have 5+ years of hands-on SEO experience and have 5+ years of hands-on experience with Adobe Experience Manager Sites, Adobe Experience Manager Assets, Adobe Analytics and understand the complexities and compliance requirements of the financial services industry.
$130,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Provide guidance and support to dealership Sales Associates as it relates to purchasing used vehicles. The position may also pay commission compensation which is based on the value or amount of closed sales achieved from $0.00 (if no sales are made) without any upper limit other than sales performance.
$17.05 an hourFull-timeExpandApply NowActive JobUpdated 15 days ago
financial sales jobs Title: service associate Company: Paper Source Inc in Los Angeles, CA
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