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Certifications: Certified Financial Planner / CFP Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - 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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The Academic Services Specialist will report to the Director of Graduate Student Services in the Office of Graduate Programs. Academic Support Services Specialist-(NU)The University of Maryland School of Pharmacy has an exciting opportunity for an Academic Services Specialist in the Office of Graduate Programs.
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Assurance - Financial Accounting Advisory Services – Audit - Intern. Our Financial Accounting Advisory Services (FAAS) team is growing exponentially, and as an intern, you will play a key role in that growth.
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RSM's Financial Services practice serves a range of clients in the asset management, capital markets, financial institutions, specialty finance and insurance industries. Advise clients on a full spectrum of RSM's tax services, including planning, research, compliance, and general mergers and acquisitions activities.
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Support guest service needs by working posts in any / all of the following areas: Waterfront Park, Membership/Will Call/4D Cashier, 4D Theater, Concierge and other posts as assigned.
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Functions as part of the hemodialysis health care team in providing safe and effective dialysis therapy for assigned patients in accordance with FMCNA policies, procedures, and training and in compliance with regulations set forth by the corporation, state, and federal agencies.
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The COP Project Manager position will report to a Regional Environmental Services Manager and will primarily support nationwide offshore wind growth opportunities that follow the U.S. offshore wind federal leasing schedule.
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The Donor ServicesManager will report to the Director of Annual Giving and Donor Services and has ownership of the Raiser's Edge/NXT database; including but not limited to its maintenance, upkeep, and upgrading, and ensuring that all necessary information is accessible, accurate, and clean.
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Description & Requirements The Director of Technology for Maximus Financial Services provides leadership identifying modernization requirements to match customer strategies and works with the leadership team to identify solutions and develop strategies to anticipate and meet future technical needs at the Internal Revenue Service (IRS) and other Federal Financial agencies.
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5 – 7+ years of financial planning experience with a broker-dealer, RIA, investment firm, law firm, or accounting firm. Strong technical skills in financial planning and estate planning.
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As a member of the school's leadership team, the Career Services Director is responsible for managing the department using sound business principles and ensuring compliance with all governmental, accreditation and company policies and procedures.
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Knowledge of accounting principles and concepts as applied to banking and financeProficiency in Microsoft Word, Access, Excel and PowerPoint (required); basic query writing and data retrieval skills in applications such as SQL, Tableau, Power BI (preferred)Experience in the banking or financial industry is desirable.
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A minimum of ten (10) years of experience as a Systems Architect or Solutions Expert architecting, designing, developing, and/or supporting federal or state-based marketplace systems or complex health and human services systems or applications.
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You'll provide advice covering solvency, economic capital, risk management, mergers and acquisitions, company restructuring and risk control, financial modelling, underwriting, new legislation, and the efficiency of claims or reporting processes.
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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
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Title: financial services Company: Iris Software in Parkville, MD
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