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Travel requirement outside of the immediate area: 10-20% About Transdev: Based near Chicago, Transdev is the largest private-sector operator of multiple modes of transit in North America, including bus, rail, streetcar, paratransit, and shuttle services.
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.
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PT Solutions Physical Therapy is a physical therapist-owned private practice. Our Patient Services Coordinators (PSCs) support our clinicians as they strive to serve their patients using research-driven treatments to provide relief and restoration of their normal life.
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YOUR PROFILE: High-performing accounting graduate; Strong verbal and written communication skills; CPA, or intention to obtain CPA, preferred; Ability to prioritize tasks, work on multiple assignments, and manage ambiguity; Ability to work both independently and as part of a team with professionals at all levels; Proficiency in Microsoft Excel; and Background in private equity or public financial services a plus.
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Three (3) or more years of financial experience within a public accounting firm or industry environment performing internal audit, IT, consulting or risk services, required. Acts as mentor to IT Risk Advisory Services Associates, as appropriate.
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Partner with operations leaders and be the “go to” finance resource for a set of operating units in physician practice management, ancillary services (lab, infusion diagnostic imaging) and/or value-based care.
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Based near Chicago, Transdev is the largest private-sector operator of multiple modes of transit in North America, including bus, rail, streetcar, paratransit, and shuttle services. The Regional Controller works closely with each local General Manager and Regional Vice President to provide monthly financial statements and forecasts along with analyzing profitability, cash flow, and other financial data.
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Responsibilities usually cover an international tax segment and/or an entire business industry, e.g., financial services, healthcare, natural resources, heavy manufacturing, transportation, communications technology, retailers, food, pharmaceuticals, and the media, college/universities, religious organizations, labor organizations, private foundations, political organizations, employee benefit plans, and government entities.
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7+ years of financial services experience at a financial institution such as a bank, private bank, brokerage firm, or fund administrator. Strong knowledge of fund administration, fund operations, financial services or regulatory environments.
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NorthStar Wealth Group, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC is an equal opportunity employer. This role is designed as stepping-stone to become a Financial Advisor or Manager.
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