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Provides information and makes recommendations to the Chief Investment Officer (CIO), Investment Committee and Research Group of West Financial Services (WFS) on advisory service products and investment selection.
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Knowledge of financial planning, investment management, and trust administration services is strongly preferred; 2+ years as a Financial Advisor, Trust Officer, Internal or External Wholesaler, or similar business development role in financial services is preferred but not required.
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The Compliance Advisor Senior Manager also assists the Broker Dealer CCO in keeping abreast of new and updated financial industry laws and regulatory requirements (e.g., FINRA, NASDAQ and SEC.
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Requires in-depth knowledge of financial planning and reporting applications (e.g., Anaplan, CCH Tagetik, PeopleSoft, SAP, Hyperion, Business Objects, Adaptive/Workday, Oracle, IBM, etc.
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Excellent computer skills including Microsoft Excel and Word. Experience with Tamarac, Bloomberg and Morningstar Advisor Workstation a plus. West Financial Services (WFS) is currently recruiting for a WM Equity Analyst.
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The Global Health Division is seeking a Business Development Director to lead business development and marketing support for the division, including gathering business intelligence; partnering with technical leads to develop and further client relationships, identifying and developing opportunities, partners and contacts; directly contributing to scoping, capture, and proposal development; and strategic networking and relationship building.
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Planate is a small business provider of planning, design, infrastructure management, technical consulting, engineering, and construction management services in support of the US Department of Defense (DOD) and its service (Army, Air Force, Navy, Marine Corps) missions, along with other federal agencies, all over the world.
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The Financial Analyst will have responsibilities within TRERC’s Access Controls (AC) and Business Continuity Management (BCM) work program. Master’s degree in Finance, Business, Risk Management, Computer Science or related fields, with at least two years of relevant experience in the financial services industry, preferably in the areas mentioned in the Roles and Responsibility section above; or a bachelor’s degree in these areas with at least five years of relevant experience.
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Founded in 2009, THOR Solutions, LLC (THOR) is a rapidly growing Center for Veteran's Excellence (CVE) verified Service Disabled Veteran Owned Small Business (SDVOSB) providing mission critical support across the Department of Defense, federal civilian agencies and commercial maritime industry, worldwide.
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The Policy Advisor (Caregiving and Long Term Services and Supports) conducts policy research analysis to support the development of the organization's public policy priorities and position. Master’s degree in Public Policy, Health, Social Work, Gerontology, Political Science, Business, Economics, or a related discipline.
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Planate is a small business provider of planning, design, infrastructure management, technical consulting, engineering, and construction management services in support of the US Department of Defense (DOD) and its Service (Army, Air Force, Navy, Marine Corps) missions, along with other US federal agencies, all over the world.
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The National Federation of IndependentBusiness(NFIB), the nation’s largest small business advocacy organization, looks to hire a Media Manager to join its communications team. Must be able to communicate complicated positions and concepts, such as tax reform, healthcare reform, labor issues, energy policy, and other public policy issues that affect small business.
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Our partners are the local presence in each community we serve, providing entrepreneurial refugees business technical assistance, financial education and assistance accessing capital to launch or grow their businesses through EAF. EAF was founded in 2022 by HIAS, the Jewish humanitarian organization that provides critical services to refugees, asylum seekers, and other forcibly displaced people around the world.
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The hired individual will be part of the financial planning & analysis team and contribute to the financial forecasting, regulatory capital reporting and analysis, stress loss scenarios, including Dodd-Frank Act Stress Test (DFAST), reporting and analysis and various other analytics for the Multifamily business.
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As a successful graduate of the Small Business Administration's 8(a) program, we have evolved into a leading provider of expert services in our core competencies of Cyber Operations and Security, Marine Engineering and Design, Marine Services, and Business Management.
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financial advisor small business jobs Title: client relationship manager in Silver Spring, MD
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