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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.
$100,000 - $180,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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As a community development finance institution (CDFI), we work with nonprofits, partners, and systems to build racial equity and community wealth and well-being. Our team consists of a diverse group of passionate professionals who care deeply about racial equity and community wealth and well-being.
$150ExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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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.
$95,000 - $160,000 a yearFull-timeExpandApply NowActive JobUpdated 25 days ago - UpvoteDownvoteShare Job
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FUSE is an equal-opportunity employer with core values of diversity, equity, and inclusion. In addition to the research, in May 2023, the Los Angeles County Anti-Racism, Diversity, and Inclusion (ARDI) Initiative convened the Latinos Experiencing Homelessness Summit and began building a task force to liaise with County departments, the City of Los Angeles, the Los Angeles Homeless Services Agency, and the Los Angeles County Homeless Initiative to advance progress and make recommendations on reducing barriers for Latino residents.
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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.
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Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients.
$50,000 - $105,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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SPECIALTIES: All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.
$90,000 - $150,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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CSUN is especially interested in candidates who make contributions to equity and inclusion in the pursuit of excellence for all members of the university community. Experience implementing strategies surrounding diversity and equity in either the realm of content creation or media business practices:For content creation examples include, but are not limited to: film, television shows, and documentaries positively addressing issues relating to diversity, equity and inclusion in which the candidate was involved in the creation (producing, writing, or directing, etc.
$82,500 - $95,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Anti-Racism RoadmapThe David Geffen School of Medicine Anit-racism roadmap is our co-created path to ensuring racial justice, equity, diversity and inclusion. To learn more about how UCLA thinks about contributions to equity, diversity, and inclusion, please review our document.
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BA/BS degree from a top undergraduate institution and 1-3 years professional experience in investment banking, private equity, management consulting, and/or corporate strategy and development.
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We are a stronger organization when we are a diverse workforce and believe that through diversity, equity, and inclusion comes creativity, innovation, and unity. From environmental planning, permitting, remediation, and site characterization to chemical data management and hydrogeology, Kleinfelder offers a variety of services designed to provide technically appropriate and cost-effective solutions.
$71,000 - $120,000 a yearExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The DEI statement should provide an understanding of the candidate's capabilities to address diversity, inclusion, and equity in support of CSUN diverse student and community populations and should span their teaching, research, and service.
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Wealth Management – Lead Generation & Prospecting, Client Onboarding, Trading, SMA/UMA, Client and Advisor Experience, Accounting & Billing. Risk Management – Credit Risk, Market Risk, Financial Crime Risk (Anti-Money Laundering, Know Your Customer etc.
$98,000 - $147,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The Inclusion Specialists at Woodcraft Rangers are responsible for ensuring the inclusion and support of students with developmental and intellectual disabilities in expanded learning programs.
$150ExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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The ideal candidate will have core competence in equity research and financial modeling. At least 10 years industry experience or related professional role including business development or other management roles, equity research, management consulting, private equity, market research or investment banking.
$250ExpandApply NowActive JobUpdated Today
wealth management financial advisor equity and inclusion jobs Company: Jobs Via Efinancialcareers in Pasadena, CA
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