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Certifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) Our spectrum of business tax services is relevant for public and private companies, and range from tax planning to tax compliance, controversy, and risk management, including tax credits, government incentives, and tax management consulting.
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Ideal candidate will have at least 4+ years of related experience, ideally with an RIA, wealth management firm, or investment services firm. Stratos Wealth Partners, a large and rapidly growing national wealth management firm with.
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Deep understanding of business management, financial, and leadership principles. Additionally, maintains all internal reporting for historical tracking purposes, accounting and finance reporting, pipeline management, subscription management, and automating, tracking, and reporting all business activity to simplify workflow and improve efficiencies and accuracy across the teams.
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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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We are looking to add to our team an organized and talented podcast producer to plan, script, produce, content-edit, and project manage a fast-paced, frequently-released, financial podcast. Work with Audio Engineer on music selection and sound design.
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The Investment Program at Flagstar Bank supports the local community with a complete menu of financial services. LPL Financial partners with banks to offer a complete menu of financial services to bank clients.
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Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and advisory services available. Founded in 1971 , Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with nearly 1,700 investment sales and financing professionals in 80+ offices throughout the United States and Canada.
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A Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) or Certified investment Management Analyst (CIMA) designation is preferred. Specific responsibilities include, but are not limited to: Collaborating with sales management to provide feedback and insights on trends in the industry and market demands on our Financial Advisor clients.
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Cleveland holds a wealth of cultural resources, entertainment options, and leisure activities including a vibrant Lake Erie shoreline and Metro Parks system. Appointment at the level of Clinical Instructor, Assistant Professor, Associate Professor or full Professor is available commensurate with experience.
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Specific Duties & ResponsibilitiesIn support of the i-teams bold, innovative strategy to jointly drive climate action and advance racial wealth equity, including greenhouse gas reduction strategies.
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The Playhouse Square theatre district in downtown Cleveland is home to nine theatres hosting over 1,000 events each year; it is the country s largest performing arts center outside of New York City. Cleveland is also home to the Cleveland Symphony Orchestra, outstanding museums including Cleveland Museum of Art and Rock and Roll Hall of Fame, and many music venues, as well as professional sports teams (Browns, Cavaliers, Guardians, and Monsters.
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Identifies and researches service level risks for problem resolution and management notification. Job Summary: The Workforce Management Analyst will report to the Command Center Manager the Workforce Management (WFM) Analyst is responsible for providing short, medium and long-term contact volume and staffing forecast within the contact center, and the timely production and analysis of management reports to support the operation for both inbound and outbound contact types.
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Regularly meet with naviHealth’s leadership to review care coordination issues, develop collaborative intervention plans, and share ideas about network management issues. Provide input on local needs for Analytics Team and Client Services Team to better enhance naviHealth’s products and services.
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The Tax Senior Manager is responsible for tax compliance, tax consulting, project/task management, engagement management, supervision of staff and tax manager on engagements that they lead and ongoing staff development.
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In support of the Midwest Region Risk Bearing Entity (RBE) mission, vision, and strategic goals to achieve the quadruple aim by focusing on value-based care, the Network Medical Director provides clinical leadership in the adoption of the key principles, tools, technologies, and clinical support services essential to the population health management of their designated market(s.
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financial services wealth management planner jobs Title: entry level in Cleveland, OH
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