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Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
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Reporting directly to the Chief Investment Officer, you will play a key role in monitoring fiscal status, analyzing financial statements, and making strategic decisions to optimize value. Report directly to the Chief Investment Officer and provide financial insights and recommendations.
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The Intern - Accounting is responsible for supporting the financial operations of the business by providing management with financial information for forecasting, budgeting and for determining profit and loss.
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Develop and maintain status reporting and dashboards for the financial aspects and schedules within Primavera P6, including performance indices such as CPI, SPI, measures of cost and schedule efficiency that dictates whether project is on-track, on-budget and/or ahead of schedule, and other Key Performance Indicators (KPI’s.
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Responsible for handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus), extensive communication with clients, financial planners and accountants, preparation of federal and state estate tax returns and fiduciary accountings, distribution of estate assets and trust funding, deed work and etc.
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The Concessions Manager will develop, communicate and implement seasonal and long-term business strategies to drive Quick Serve sales revenue and meet or exceed the unit's overall financial goals.
$60,000 - $65,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Discounted Pet Insurance Wellness Program, including fitness, nutrition and financial wellness Betterhelp - 1 month of free therapy, followed by a discounted rate for our Healthcare Professionals and their family members.
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Document both financial and operational performance items for potential process improvements Generate as-built drawings for reoccurring projects to aid in accuracy year to year Ensure all rental equipment is returned entirely and quickly Supervisory Responsibilities Direct supervision - NONE Cross-functional leadership of Sales, Engineering, and operations from sales proposal through event conclusion.
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Develop New FPs and Support the Launch of New FP PracticesModel and coach on all elements of the Thrivent Financial Advice ProcessConduct high levels of joint field work (approx. Experience in using the Thrivent Financial Advice Process, Salesforce and other Thrivent tools and systems (i.e. CAP, Illustrations, etc.
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Provide financial oversight of operations, including preparation of the divisional annual operating budget in collaboration with the Chief Financial Officer (CFO). Cultivate a visitor-centered operational plan to support the annual earned revenue goals and build financial resilience for ongoing programs and operations.
$225,000 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Knowledge of student accounts/bursar functions, business processes, reporting and touchpoints with other Student Implementation System (SIS) functional areas including Students Admissions, Student Records, and/or Financial Aid.
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Employee Assistance Program (EAP) at no cost - services include telephonic counseling sessions, consultation on legal and financial matters, emotional well-being, family and caregiving. in America, including the iHeartRadio Music Festival, the iHeartRadio Music Awards, the iHeartCountry Festival, iHeartRadio Fiesta Latina and the iHeartRadio Jingle Ball Tour.
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The Admissions Counselor collaborates with the larger recruiting team, marketing office, financial aid, advising, and academic departments to meet the goals for assigned projects and portfolios.
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Tableau, Power BI) a plus Intermediate RequiredIndustrial or Mechanical Engineering with warehouse operational knowledge Intermediate RequiredExperienced in financial business case analysis to help support targeted return on investment.
$130,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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You will be able to provide an end-to-end platform of financial services - everything from financial planning, brokerage services, estate planning, and investments, in addition to M&A advisory services for middle-market privately held companies.
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financial job Company: Cetera Financial Group in Indianapolis, IN
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