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We prove it, too, with the highest compensation, first day medical benefits, a best in industry 401(K) retirement plan, and fiduciary services offered through Creative Planning. As a minority-owned and JCAHO certified company, we are a healthcare staffing agency that offers flexible staffing solutions such as: per diem, local contract, travel nursing, contract-to-hire, and direct placement.
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Due to the nature of our business as a fiduciary agent, potential candidates will be subject to a full background check and screening. Mills Mehr & Associates (MMA) is an established, growing, and competitive Independent Insurance Adjusting and Delegated Claims Administration (DCA) firm headquartered in the Tampa Bay area.
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Fisher Investments, a fiduciary from the start, can help investors get the most out of those complicated annuity benefits or make appropriate changes, all within the focus on the investor's long-term goals.
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You must have a college degree and a CFP or other advanced fiduciary/Investment Management designation preferred. Any individual and fiduciary income tax experience is a plus! Our client is looking for a strong fiduciary and investment management professional who is experienced providing superior client service to UHNW clients $20MM+ that has worked with families $20MM.
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Ability to obtain required licenses, SIE, Series 7 license, Series 66 license, Chartered Retirement Plan Specialist (CRPS) and the Accredited Investment Fiduciary (AIF) Designation, within one (1) to three (3) years of hire, to be determined by management.
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They will provide the strategic leadership required to achieve the fiduciary and quality goals for the restaurant operations. Communicate and collaborate with Director of Food and Beverage, Director Sales & Marketing, Executive Chef, Banquet Manager, and General Manager, on all upcoming events, promotions, new products, etc.
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Minimum of 2 years in fiduciary investment or administrative advisory support experience. Risk and compliance exceptions and document reviews for IPS and client report generation. The Investment Compliance Analyst will be responsible for timely and quality completion of Investment Manager support requests to ensure client's compliance with internal policies and regulatory/legal requirements.
$54,500 - $131,300 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Our client is looking for a Chief Fiduciary Officer that demonstrates exceptional fiduciary leadership skills who will oversee all trust administration. They need a fiduciary professional with over 15 years of trust administration experience, that has worked in a team environment, mentored and developed others.
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