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Beyond retail banking, we also offer wealth management, investment management, insurance and risk management, and benefit plan administration. B.S. degree in accounting, finance or related field required; CIA/CPA/CRCM/CFIRS/CAMs or specialized audit education/training desired.
$58,500 - $88,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Supports all aspects of AVANGRID’s Long Term Outlook of the T&S CAPEX investment portfolio including rate case preparations, regulatory funding commitments, ISO reporting, etc. Investigates reports of T&S system needs requiring comprehensive intervention assessments in a prioritized manner to ensure that issues are appropriately addressed in AVANGRID’s long term investment plan (e.g. operations, maintenance, field surveys, etc.
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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.
ExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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The ideal candidate has 10+ years relevant corporate experience in new product development, marketing and sales, investment or manufacturing, as well as prior corporate experience as an effective facilitator, strategic planner, business trainer or consultant working with advanced technology companies and/or disciplines.
Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Prepare and review detailed investment modeling based on existing underwriting principles. From these relationships, source new investment opportunities based upon a specific set of criteria and attributes.
$75,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Bankers Life, a brand of CNO Financial Group, focuses on serving the insurance and investment needs of middle-income Americans near or in retirement. Bankers Life, a brand of CNO Financial Group, focuses on serving the insurance and investment needs of middle-income Americans near or in retirement.
Full-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Transamerica is dedicated to building America's leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services.
Work from homeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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To date, the company has raised $73M from investors including Cota Capital, Creandum, Uncorrelated Ventures, and Vintage Investment Partners. Knowledge and proficiency in advanced B2B marketing tech stack platforms (Salesforce and HubSpot) as well as paid marketing platforms (Google Ads, LinkedIn Ads, Facebook Ads, Taboola, Outbrain, and more.
RemoteExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Significant investment in employee training programs, advancement opportunities, educational assistance, and flexible/remote work schedules have helped Ahern stand out above others in the industry.
ExpandApply NowActive JobUpdated 24 days ago - UpvoteDownvoteShare Job
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Deliver bespoke investment solutions and retirement plans that cater to the immediate and future needs of high-net-worth clients. Additional Series 65 or 66 and state registrations are a tremendous plus.
ExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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Act as a key advisor to provide professional support to team members and demonstrate an integrated team of wealth management professionals (investment, banking, trust, insurance, etc.) Responsible for building and maintaining client relationships; creating wealth plans and coordinating financial strategies to align with each client’s goals and values; seeking referrals by fostering relationships with centers of influence, existing clients, community involvement and other professional external client resources; acting as a key advisor and partnering with an integrated team of wealth management professionals (investment, banking, trust, insurance, etc.
Full-timeExpandApply NowActive JobUpdated 29 days ago - UpvoteDownvoteShare Job
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Analyze client financial situations and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
Full-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Develop & execute strategies to boost manufacturing efficiency through reduced cycle times, improved processes, & machine uptime, while overseeing capital investment in manufacturing. Nesco Resource is seeking a qualified Process Engineer to collaborate with Program Management, Operations, & Engineering to enhance processes, support new product development, & expand existing product lines.
ExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Restore is Private Equity backed with the most recent investment round led by General Atlantic, a leading growth equity firm. Restore delivers expert guidance and an extensive array of cutting-edge health services, such as IV drips, hot sauna, hyperbaricoxygen therapy, red light and cryotherapy, integrated under one roof.
Part-timeExpandUpdated Today - UpvoteDownvoteShare Job
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You will be responsible for working closely with employers and employees to establish and maintain 401(k) plans, responsible for investment reviews, plan design consulting, fiduciary work, ensuring compliance with regulatory requirements, and offering expert guidance to maximize the benefits of these plans.
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investment job in Rochester, NY
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