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Phillips-Medisize is seeking a proactive, curious and Financial Analyst for our New Products Introduction (NPI) group. Serve as an active member of Financial Status Report review meetings challenging where appropriate and connecting the dots to preliminary P/L.
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This role is responsible for selling financial products and services through the bank’s Broker-Dealer, LPL Financial, to clients for investment purposes including mutual funds, insurance, and annuity products.
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SUMMARY Provide financial planning, analysis, and decision support services to drive business results for a moderately complex organization. · Strong financial planning and analysis experience preferred.
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Position Overview: As a Senior Financial Analyst you will play a pivotal role in serving as a key business partner and providing oversight for profit and loss (P&L) on key and highly-visible projects.
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Through own expertise and the work of a team, will provide comprehensive financial guidance to small business clients which includes developing financial forecasting models, tax-advantaged strategies, multi-year cash flow projections, accounting software optimization, budgeting, and financial control recommendations.
$110,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated 27 days ago - UpvoteDownvoteShare Job
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Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity.
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Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. No longer spending time on cold calls and sourcing new clients, you will have the time to deepen relationships and create complex financial plans.
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We are currently seeking a dynamic Senior Financial Analyst to contribute to our client's success. Develop financial models to support decision-making and strategic planning. Lead the financial planning and forecasting process for assigned projects, providing accurate and timely reporting.
$95,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated 26 days ago - UpvoteDownvoteShare Job
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This employment opportunity at MidwestOne Bank in Stillwater, MI would allow you to join the Investment Program at MidwestOne Bank as a Financial Advisor associated with LPL Financial. The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs.
$50,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be.
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Participate with the Treasurer and Finance committee, as needed, to assure the accuracy of the Club Finances and financial projections, monitor investments, and supervise purchasing and payment of billings from all club operations.
$55,000 - $70,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago
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