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Longwave Financial, an independent advisory firm, is excited to hire an experienced wealth manager/client relationship manager to support and enhance our dynamic growth. You will bring a meaningful track record of in-depthknowledge, enthusiasm for a high touch client experience combined with a passionate belief in the tenets of financial planning.
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At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Engage with clients to understand their financial goals and concerns.
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Company Culture: At Globe Life people are ambitious but respectful, high-energy, and treat every member like family. Many of our representatives have seen exponential career growth within Globe Life.
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You'll be the face of Globe Life embodying our values and commitment. As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. What's the growth trajectory for a Benefits Representative.
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Grow with Us: Dive into continuous learning and development opportunities. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day. Virtual Company Overview: Once your application is in, you'll receive an invite to a virtual overview, detailing everything you need to know about the position.
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Maintain a pulse on the industry, ensuring you offer the best and most updated advice. Present tailored solutions to safeguard their assets effectively. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions.
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Our focus is on continuous learning and development. Is there any specific software I need for the virtual overview? No, our platform is accessible through any standard web browser. Submit Your Application: No stringent qualifications needed.
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Assess client needs and develop individual financial budgets and action plans with each client. Proficient in English, both spoken and written; proficiency in language(s) spoken by a client group is desired; including Ukrainian, Russian, Spanish, Dari, Farsi, and/or Pashto.
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Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Financial Planning & Analysis (FP&A) certifications, or an MBA. Lead Finance Transformation projects in areas such as the following: Finance function assessment, operating model design, service delivery model and design (shared service center, outsourcing, global business service), cost reduction, process optimization/ automation, and financial/management reporting rationalization.
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We call on key client stakeholders within the office of the Chief Financial Officer (CFO). The cloud-based, AI-enhanced software is trusted by more than 2,500 accounting teams, including those at Snowflake, Kodiak, Instacart, Zoom, and The Golden State Warriors - and still growing.
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Banking, finance, or accounting experience with client-facing exposureCustomer experience/customer success experience working on a highly technical or financial product. As an FP&A Customer Success Manager, you will drive complex implementations of financial models and dashboards to help our customers succeed with LiveFlow.
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Utilize historical knowledge of IT infrastructure to conduct in-depth analysis of client environments, focusing on the identification of technical, financial, and reputational risks related to identity and access management.
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We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals.
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Crafting Brighter Futures for Families At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client.
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Primary Responsibilities: Engage with clients to understand their financial goals and concerns. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures.
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client financial jobs in New York, NY
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