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Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors.
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Develop and implement strategic legal and compliance initiatives to ensure adherence to broker-dealer and registered investment advisor laws and regulations. Deep understanding of broker-dealer and registered investment advisor laws and regulations (e.g., SEC, FINRA, state securities laws.
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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HEI Hotels and Resorts is committed to providing a comprehensive benefit program that offers you choices for your physical, mental and financial wellness, creating value in your most important investment - you.
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The Customer Service Advisor (CSA) often begins as a Pick-n-Pull Greeter and can work their way up through Part Sales, Parts Specialist and eventually a store Sales Lead through positive work ethics and evaluations.
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Certifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) Our spectrum of business tax services is relevant for public and private companies, and range from tax planning to tax compliance, controversy, and risk management, including tax credits, government incentives, and tax management consulting.
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Comfortable handling, implementing, and using audit and compliance management tools (Alation, BigID, Immuta and Anomalo) in industry forward data warehouses (Snowflake, Databricks). Support architectural design sessions, and proof of concept design sessions as technical advisor, with work to include architecture diagrams that take GRC requirements into consideration.
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The Cash Manager will work closely with the finance team to support broader financial planning and risk management efforts. This role involves overseeing daily cash management activities, developing strategies for optimal cash utilization, and maintaining relationships with financial institutions.
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Benefits HEI Hotels and Resorts is committed to providing a comprehensive benefit program that offers you choices for your physical, mental and financial wellness, creating value in your most important investment - you.
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VWH Capital Management, LP (“VWH”) is an SEC-registered investment advisor and private equity firm with multi-billion dollars in assets under management. Develop an intimate understand of VWH’s investment strategy, philosophy, and process to conduct early rounds of investor meetings to capture mind share, keep momentum and follow up.
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The successful candidate has experience in deal origination, financial analysis, capital structuring, and portfolio management, and a willingness to apply those skills in directing capital toward gender and racial justice.
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The Company is a privately held real estate investment firm focusing on the acquisition, asset management and redevelopment of multifamily housing. The Affordable Housing Compliance Specialist will be responsible for supporting the Asset Management team in the day-to-day administration of all Asset Management projects, policies, and procedures with a specific focus on managing all affordable compliance and reporting for BLVD’s affordable portfolio consisting of both Section 8 and LIHTC properties.
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The Director of Transportation will report to the Chief Solutions Officer and serve as an executive team advisor. Work with the technology team as an SME in defining requirements for the next generation of Transportation Management Systems (TMS) for the AdvatixTM CloudSuiteTM (ACS) Platform while filling gaps to execute Customer Solutions being launched.
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Background in aeronautics, air traffic management research, aviation data streams, or the National Airspace System highly desired. Support NASA researchers with the development and evaluation of advanced air traffic control and management automation concepts.
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As an OCM Consultant for SAP FI-CO, Ariba, MDG (Finance and Controlling, Ariba Supplier Management, Master Data Governance), you will be responsible for supporting the organizational change management activities for a SAP FI-CO, Ariba, MDG implementation project.
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investment management financial advisor jobs Company: Greysteel in Dallas, Castle-rock, Colorado
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