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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
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Our fast-paced financial firm, W.A. Smith Financial, in Sarasota, FL is seeking to add a Client Service Representative to our team! We envision a world where financial planning is not just about numbers, but about empowering individuals to live their best lives with confidence and security.
$45,000 - $55,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too. Since 1883, we've been focused on securing futures with financial guidance and products.
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Job Description: The Consultant will assist ProEd’s client financial aid offices in completing the school’s “backroom” financial aid processes like verification, R2T4, SAP, PJ, loan processing, etc.
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During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor.
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With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
$56,526 - $66,069 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION:The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program. The role will provide a robust learning approach for successful candidates to prepare for a Financial Center Manager role.
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Express Employment Professionals is currently hiring for a Financial Assistant with a great company located in the Bradenton, FL area. - Reviewing and performing audits on financial statements and reports.
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Evaluates the financial implications of pricing actions, new product launches, strategic partnerships, and changes in delivery model to ensure decisions are made with an understanding of the financial impact.
$150,000 - $200,000 a yearFull-timeExpandApply NowActive JobUpdated 27 days ago - UpvoteDownvoteShare Job
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Robert Half is currently recruiting for a Sr. Financial Reporting Manager, located in Sarasota, FL. This pivotal role offers a hybrid work schedule, providing an ideal balance of office engagement and remote flexibility.
$140,000 - $165,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Assist with the preparation of the annual operating (participate in standard cost calculation), financial, and capital expenditure budget. Verifying the reliability and integrity of financial data and accounting systems by ensuring regular reconciliations are completed timely.
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Chief Financial Officer, Deputy CFO, Senior ACFO Financial Management, ACFO Corporate Accounting, Financial Reporting Analysis, General Ledger Review. The incumbent serves as a technical financial management analyst on the assigned program areas.
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Possession of relevant professional certifications, such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Chartered Global Management Accountant (CGMA), is preferred. Responsibilities include strategic financial planning, budgeting, financial reporting, and ensuring compliance with regulatory requirements.
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Prepares daily, weekly, and monthly general and standard reporting, including productivity, metric performance, denial database, comparative reports, and account reconciliations reports.
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Work with MRO team & Financial Accounting on MRO Opex & Capex. Support Financial Accounting team with the month end postings where applicable. Assist in the MRO Zeus SAP Implementation; Budget Control, Data Cleansing, Data Migration, Data Conversion and UAT.
$85,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago
Title: financial Company: Matthew Bub State Farm Agent in Sarasota, FL
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