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We provide specialized support so that our Advisors can spend their time where they need to – in front of clients, managing the client relationship, and providing comprehensive financial planning advice.
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Patelco Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and investment services to its member base in San Jose CA and the surrounding areas.
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Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm as a Regional Vice President of Sales.
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Certifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) The ideal candidate will monitor current and proposed tax legislation and regulations related to renewable energy and sustainability, as well as implement client outreach strategies.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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As a Financial Analyst in our DRC practice, your primary activities will include constructing and reviewing valuation, damages, and other financial models; performing financial statement, economic, industry, and other quantitative and qualitative assessments; participation in client and team meetings; designing and drafting work product; presenting analyses and conclusions internally to review committees; and assisting with specific sales, marketing, and research initiatives.
$70,000 - $125,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter / VP / Director / Vice President / Wealth Management.
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Partners with financial officers to meet client needs in the renewal or origination of transactions including new loans and servicing actions for existing loans/leases. 0-5 years of client service experience, preferably in a financial institution.
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This employment opportunity at TruStage located at Scott Credit Union in Edwardsville, IL would allow you to join Scott Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial.
$60,000 - $125,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Proficient in various financial management software, such as FactSet, Morningstar Direct, Bloomberg Terminal, and BlackRock Aladdin. Professional certification as a Chartered Financial Analyst (CFA), or similar qualification.
$140,000 - $190,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Working with Managing Directors and client Relationship Managers to develop new business ideas, pitch strategies or financing scenarios to help corporate clients and financial sponsors achieve their financial and strategic objectives.
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The Client Contracts Counsel will primarily be responsible for providing support to the Office of General Counsel (“OGC”), including tracking, reviewing, and advising on engagement-related client contracts, engagement letters, and firm contracts.
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Series 65 or combination of Series 7 and Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC.
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Our core service offerings include:Turnaround & Restructuring (T&R)Transaction Advisory (TA)Finance Excellence (FE)Strategic Performance Solutions (SPS)Transaction & Valuation Opinions (VAL)Retail Performance Improvement (RPI)Overview The position is in the Retail Performance Improvement practice, which provides strategic, operational and financial advisory services to high-performing growth-oriented retail and/or consumer product companies.
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An avid golfer, started lessons 2 years ago, and enjoys traveling the US.Rich Wiley:Dual Role: Financial Advisor and Growth & Development DirectorTime with NM: 17 years, brother to Shannon WileyPrior Experience: Former client of NM and a Loan Originator in the Mortgage Industry.
$70,000 - $116,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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VP or Deputy Chief Financial Officer of a PE-backed company: A seasoned finance professional ready to take the next step into a CFO role who has significantly contributed to the financial operations of a PE-backed commercial business services or manufacturing sector company as described above.
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no financial client jobs Company: Revolut in Sherwood, Oregon
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