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This partnership will support Mercer’s efforts to attract new ultra-high net worth clients and families. Series 65 or combination of Series 7 and Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC ), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC.
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Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as cost segregation studies and tax equity financial modeling (e.g., hypothetical liquidation at book value.
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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. 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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Five plus years of experience in financial services including, but not limited to, financial planning, goals-based investing, financial advisory at a broker-dealer, RIA and/or a private bank, affluent/high-net-worth solutions, and retirement strategies.
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As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, and provide personalized advice around wealth transfer plans.
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We strive to increase diversity, equity, inclusion, and accessibility for underrepresented people through communication solutions for all: call captioning and video relay services, over-video and in-person sign language and spoken language interpreting, translation, real-time captioning, and post-production language services.
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The Transaction Advisory Services Senior Manager will be responsible for managing financial due diligence engagements for middle market strategic and financial (private equity) acquirers.
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Tech Stack: React Next.js Typescript Tanstack Cypress.io Jest Python Flask MySQL Google Cloud Platform Kubernetes Docker Benefits We are committed to providing a culture at Connexity that supports the diversity, equity and inclusion of our most valuable asset, our people.
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Deliver High Quality Program & Activities Across Core Areas Effectively plan, organize, and implement a range of program services and activities for teen members in the five core areas: The Arts, Education & Career Development, Character & Leadership Development, Health & Life Skills, and Sports, Fitness & Recreation.
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In addition, the successful candidate must also demonstrate, through ideas, words and actions, a strong commitment to USC’s Unifying Values of integrity, excellence, diversity, equity and inclusion, well-being, open communication and accountability.
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Our core strategic values are: exponential growth of grassroots leadership; bridging to belong across differences; and confrontation with power for social transformation leading to racial equity and inclusion.
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We believe that creating and sustaining a culture of trust, integrity and professional growth fundamentally includes a sustained commitment to Diversity, Equity, and Inclusion.
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Statement on Contributions to Equity, Diversity, and Inclusion - An EDI Statement describes a faculty candidate's past, present, and future (planned) contributions to equity, diversity, and inclusion.
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Risk analytics/operations, data science experience or similar quantitative business responsibility for financial services, eCommerce, or operational performance highly desirable.
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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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equity and inclusion risk high worth financial services jobs in Los Angeles, Lahaina, Hawaii
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