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By partnering with CUSO Financial Services, LP (CFS), the credit union and dedicated Financial Advisor have access to the best of both worlds, a regionally focused financial institution with an engaged member base complemented by large scale broker-dealer with nationwide scope.
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Certified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification. Work closely with management to ensure Client Service and Wealth Advisor staff have an effective client service and sales enablement partnership and deliver an excellent client experience.
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We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. Familiarity with major markets, such as AIG, Chubb/ACE, PURE and Cincinnati Financial.
$80,000 - $95,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Solid understanding of broker/dealer/investment advisor regulatory requirements. 10 years of experience reviewing and approving Investment Advisor/Broker Dealer marketing materials.
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Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? As a Financial Advisor specializing in Annuity sales, you'll experience a career transformation like no other.
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Technology Risk Advisor - Technology Risk (Audit) Financial Services Office (Manager) (Multiple Positions), Ernst & Young U.S. LLP, Boston, MA. Must have 4 years of experience working as an IT auditor or IT risk advisor in an internal audit function for a public accounting firm or professional services firm.
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Further, we work to cultivate relationships with key distributors of our investment products, such as broker-dealers, banks, registered investment advisers, financial planners, insurance companies, and building societies.
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DCR seeks applicants for the position of Fiscal Officer VIII –Chief Financial Officer, office located at 10 Park Plaza, Boston, MA.Please submit a cover letter and resume as part of the application process.
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What you will be responsible forAs an AssociateJoin the middle office operations group team and assist in providing clients with portfolio pricing, trade allocation, confirmation, correction and settlement, prime broker interfaces, repo processing and cash management.
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The Advisor will provide service and assistance to the entire Simmons Community and have responsibilities including, but not limited to: building relationships with students and their families, engaging in goal driven support services, registration processes/procedures, providing financial aid and scholarship information, applying rules/regulations, and fostering a culture of quality and excellence.
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Leaf Home Awards and Accolades: Leaf Home has been recognized as a top workplace by The Plain Dealer, is a multi-year recipient of Top Workplaces USA by Energage, and has been Certified™ by Great Place to Work.
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As a Dealer Account Manager with Westlake Financial, you will be educating and training our current Dealer partners in the assigned area, along with acquiring new source and contacts.
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Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail and institutional distribution channels.
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Serve as a key advisor to the board of directors and attend and represent MPDC's financial perspective at all board meetings. MPDC also offers a robust array of that include resident leadership and engagement, youth development, health equity and wellness, financial literacy, and arts and culture programming.
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Proficient knowledge of financial model design and visualization (using tools such as Advanced Microsoft Excel, Power BI, Tableau, PowerPoint, and Anaplan) and demonstrated ability for analyzing large data sets and building complex financial models.
$58,000 - $91,000 a yearFull-timeExpandApply NowActive JobUpdated Today
financial advisor broker dealer jobs Company: Houlihan Lokey in Cambridge, MA
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