- UpvoteDownvoteShare Job
- Suggest Revision
Our Outside Sales Representatives enjoy a company vehicle and other benefits including: generous time off, 11 paid holidays, 401(k) with company match, Roth IRA, medical, dental, and vision insurance, high deductible HSA, telemedicine, disability, cancer, and accident insurance.
$50,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
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.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
To provide members and prospective members the full range of products and services offered by the client including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
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.
Full-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
- Suggest Revision
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.
ExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
- Suggest Revision
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.
ExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Qualifying examples could include leading projects on Bipartisan Budget Act (BBA), Inflation Reduction Act (IRA) and Standard Operating Procedures (SOP) as they relate to High Income, High Wealth and multi-tier partnerships, S-corporations, and multiple entity Partnerships.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
- Suggest Revision
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.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
- Suggest Revision
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.
Full-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
- Suggest Revision
Earn Super Power skillsets, like Trainer, Certified Financial Counseling, advanced IRA Processing, etc. Proficiently use common office equipment: copier, fax, scanner, telephone, Windows based PC, 10 key adding machine.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
- Suggest Revision
Retirement Plan (401k, IRA) Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs. We are looking for a talented Branch Manager to assign and direct all work performed in the branch and to supervise all areas of operation.
Full-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
- Suggest Revision
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
- Suggest Revision
You will be the primary relationship manager for those families. The family offices services provided are lifestyle services, legacy planning, family development, and financial oversight! You will be expected to manage workflow and projects while delivering service at a superior level.
Full-timeExpandApply NowActive JobUpdated Yesterday
FEATURED BLOG POSTS
How to Navigate Hiring Out of State
The job market has shifted significantly in recent years. The accelerated adoption of technology has not only pushed many companies into remote working arrangements but also increased the availability of supporting tools and technologies (i.e., video conferencing and collaboration software).
What is a W-9 and How to Fill One Out
When you began working for yourself, you probably didn’t account for the tax reporting work that will fall on your shoulders each year. If you’re a freelancer, independent contractor, or business owner, filing your taxes is not as simple as uploading your W-2 form into some online tax preparation software. Most self-employed people need to complete a W-9 as a step for accurately reporting their earnings to the IRS. Below, you can learn how to fill out a W-9 and when to submit it.
Tightening the HR budget in 2023
With the state of the economy still uncertain, 2023 is expected to be approached with much anticipation. Human Resource leaders have many concerns, including how they will manage to accomplish their goals with budget belts already getting snug. Let’s look at some of the factors that the new year is projected to bring for HR and how to prioritize budgets to reach human capital objectives.
A Comprehensive Guide to Becoming a Better Conversationalist
Have you ever stood awkwardly next to someone at a party because you didn’t know what to say to them? How about at a networking event or on a first date? You're not alone if you’ve ever experienced this uncomfortable silence. Many people struggle to master the art of being a great conversationalist.
Why is Non-Verbal Communication Really Important?
In a world where words and phrases rule daily communication, you may wonder why non-verbal communication is important. Whether you realize it or not, you communicate more with nonverbal actions than you do with verbal communication. When you interact with your peers, people are reading your body language, facial expressions, voice, and many other factors that help fill in blanks that words can't fill.
Making Hybrid Work More Efficient
Covid was a catalyst for change in the work environment. Keeping people safe and helathy was the initial goal for employers, but the unintended result was the considerable demand in remote work. Now, onsite work has been dramatically altered to remote work, which is now transforming into a combination of the two: hybrid work.
How Can HR Technology Help Retain Employees?
Human resources' rapid adoption of technology has led to new ways of streamlining human capital management. Based on the IEE Global Study, these technologies changed how HR handled recruitment and retention in 2022. This includes tech like