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Description D.A. Davidson & Co. is a leading financial services firm providing wealth management, financial planning, investment banking, and public finance services to a client base that includes individuals, corporations, institutional clients, and governments.
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NET, Python At least 6 year experience with databases and data modeling / design (SQL & NoSQL) Skills and Knowledge Extensive Experience: Minimum of 10-15 years of relevant experience in the financial services industry, with a focus on technology leadership and domain expertise in areas such as wealth management, securities solutions, data engineering, and private banking.
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This position works in a collaborative manner with Presbyterian Homes & Services Management and Services Clinical and Human Resources team in the development and facilitation of education curriculum, standard on-boarding/orientation facilitation, competency development and monitoring, and continued education activities of human resources, individual contributors and PHS people leaders.
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Primary duties of the Trash Collector include: - Operating garbage trucks - Collecting and dumping trash receptacles - Following route assignments as directed Waste Management offers an excellent benefits package that includes medical, dental, vision, life, 401(k) savings and more.
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Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
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Oversee and manage the company’s capital structure, financial risk management, financial assets and debt portfolio. Financial reporting and analysis of raw materials, outbound logistics, manufacturing, inventory, cost accounting and capital projects analysis in a supply chain function.
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Provide PATH services (outreach, screening, case-management, re-engagement) to PATH eligible/enrolled clients, assume primary responsibilities for developing, writing, implementing, evaluating, and revising recovery/housing goals and plans in collaboration with the PATH client.
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One of the following active accreditations obtained:Licensed CPA in state of practice/primary office if eligible to sit for the CPAIf not CPA eligible:Licensed attorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP.
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Radiant's value-added logistics services include warehouse and distribution, customs brokerage, order fulfillment, inventory management and technology services. Through its comprehensive service offering, Radiant provides domestic and international freight forwarding along with truck and rail brokerage services to a diversified account base including manufacturers, distributors and retailers which it supports from an extensive network of Radiant and agent-owned offices throughout North America and other key markets around the world.
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Job SummaryThe STS GES Senior Associate is responsible for developing, recommending, and implementing efficient and effective methods to maximize client benefits, particularly by decreasing clients’ current and future taxes.
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Meet business health & safety performance standards, financial targets, overall project budgets and schedules, client satisfaction/expectations, and internal risk management and contractual requirements.
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VBA, SQL, R, or SAS)Must possess established communication, collaboration, and organizational skillsHigh level of accountability, quality of work ethic and proactivityAbout Our CompanyWe’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022.
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Responsible for originating checklist from Securian Asset Management, tracking deal progress, interfacing with in-house counsel, investment officer, outside counsel, and business and closing counterparts in mortgage banking companies.
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Our suite of services includes licensing and multimedia sponsorship management; publishing, audio, digital and social media; data analytics; ticketing, ticket sales and professional concessions expertise; branding; and campus-wide business and sponsorship development.
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The comprehensive healthcare system includes a 473-bed academic medical center, a large outpatient Clinic & Specialty Center, and a network of clinics in the North Loop, Whittier, and East Lake Street neighborhoods of Minneapolis, and in the suburban communities of Brooklyn Park, Golden Valley, Richfield, and St. Anthony Village.
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financial services wealth management planner jobs Company: Brighton Jones Llc in Minneapolis, MN
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