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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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3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns. Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues.
$63,420 - $126,620 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Managing Director provides financial services to ultra-high-net-worth (UHNW) individuals and families, including financial planning, investment strategy and implementation. This individual will manage existing client relationships, participate in new business development activities and help formulate and implement investment and financial planning advice.
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This position will be a key strategic and leadership partner for specific regions of Thrivent financial advisors in the United States, which requires travel and remote client meetings, trainings, and presentations on chartable planning strategies to educate and inspire generosity.
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Commercial Banking Financial Services Market exposure Experience with Commercial Client Data Analysis Experience building Commercial c360 product Experience designing Banker Data Driven Insights Experience with JIRA and Agile processes Posting End Date: 25 Jul 2024 *Job posting may come down early due to volume of applicants.
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We are helping a financial services company find a full-time Trust Officer, and the role comes with an excellent salary and benefits package. You will also require:Excellent communication and organizational skillsAbility to maintain confidentiality with client documents at all timesKnowledge and experience working as a Trust Officer or in a similar roleIn return for your passion, collaborative approach, and commitment, you'll receive a generous salary and benefits package, joining a friendly and inclusive culture.
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The position is responsible for working collaboratively with internal partners to cross sell all bank product and services, especially non-borrowing services, Commercial Deposits & Treasury Management (CDTM), Capital Markets Private Banking, Wealth Management, Retail Bank-at-work, etc., to our existing client base and to prospective customers.
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We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. Tax Director- Private Client Services (PCS) Identify potential opportunities for new and/or expanded client services.
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Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence.
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The Managing Partner (MP) of Client Accounting and CFO Services will lead the firm’s growth in this practice both organically and through M&A and will continue to build scalable and sustaining capability.
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In absence of medical device sales experience, transferable skills could include independently and successfully selling a broad base of technical products, B-2-B, and/or financial or complex services to a highly professional client base in a broad geography.
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Develop and execute strategic financial plans, including mergers and acquisitions, and other advisory services. The ideal candidate will possess a robust understanding of the financial intricacies within these industries and demonstrate a proven track record of success in investment banking roles.
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Significant experience in all aspects of Third-Party Risk Management (TPRM) program management and understanding of applicable laws, regulations, financial services, and regulatory trends that impact the bank.
$102,340 - $132,440 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Ascend Learning is a national leader in data driven, online educational solutions for learners, educators and employers in high-growth, licensure-driven professions spanning healthcare, fitness and wellness, skilled trades, insurance, and financial services.
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Previous experience in legal case management, client legal services, or a related legal field is advantageous. Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston.
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financial services client jobs in Minneapolis, Lawrence, New Jersey
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