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Consumers Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services to its members in the Kalamazoo, MI area.
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The Wealth Advisor is responsible for delivering investment management and financial planning services to existing clients and prospective clients. They serve as a trusted advisor, providing actionable advice, guidance, and reporting on investment results and financial goals.
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The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars.
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Houlihan Lokey is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.
$225,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Houlihan Lokey's Transaction Advisory Services (TAS) team assists private equity and corporate clients by providing cohesive diligence across financial, tax, data analytics, cybersecurity, and technical accounting.
$160,000 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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The Trust Advisor will report to the Head of Fiduciary Services. The Trust Advisor performs a wide range of complex trust administration functions requiring an extensive knowledge of trusts, estate planning, investments, and tax laws while maintaining a high level of client contact.
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Approximately 6 years of experience working as an IT auditor or IT risk advisor for a public accounting firm, professional services firm or financial services company, or comparable experience as an advisor to a financial services company.
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The Financial Specialist is responsible for requesting financial assistance for the clients using the Refugee Services database. Enter client financial expenses in Refugee Services Database.
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Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
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About Seattle Public Utilities: Seattle Public Utilities (SPU) is a community-centered utility that delivers vital services to Seattle residents and businesses including drinking water, drainage and wastewater, and garbage/recycling/compost.
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The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.
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One of the following active accreditations obtained, in process, or willing/able to obtain: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.
$144,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Our office culture is built on giving back to the following community organizations: United Way of Greater Knoxville Alex’s Lemonade Stand Women’s Basketball Hall of Fame Big Brothers Big Sisters North Knoxville Business & Professional Association MEET SOME OF OUR LOCAL LEADERS, THE HEARTBEAT OF OUR BUSINESS: Emily Jenkins, RICP Financial Advisor: Time with NM: 5 years as an advisor, 5 years prior as an associate.
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Our business reach spans satellite television service, live-streaming and on-demand programming, smart home installation services, mobile plans and products and now we are building America’s First Smart Network.
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Provide basic first aid and care for minor injuries and illness according to a detailed protocol established by the school nurse (RN) or medical advisor. Contact emergency medical services (EMS) according to established school health services protocols or as directed by the school nurse (RN.
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financial services advisor jobs Company: Wdaf Tv in Moapa, Nevada
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