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What it takes Generates new relationships and broadens existing relationships with Registered Investment Advisors (RIAs) using a combination of electronic and in-person communication.
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We are seeking a talented Data Engineer to join our financial company, which develops a cutting-edge software product for financial advisors. Opportunity to work with advanced technologies in a dynamic and collaborative environment.
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Job Summary:The President and Chief Compliance Officer, for BDO Capital Advisors, LLC will serve dual roles in leading the organization’s investment banking subsidiary and managing its operational and compliance functions.
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Manage a team of Comfort Advisors(CA) in regional depots throughout the UGI HVAC footprint to ensure regional revenue targets are met through increasing closing percentage, average ticket and lead generation.
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The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be selling investment management solutions & providing financial planning guidance.
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Pacer Advisors is the investment advisor to Pacer ETFs. Pacer ETFs is one of the fastest growing ETF companies, with over $46 Billion in AUM and over 50 funds. Ability to manage multiple projects under time constraints, maintain constant communication with various teams, and demonstrate a commitment to meeting deadlines with extreme attention to detail.
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We will share your personal information with third parties, such as legal advisors, law enforcement agencies, or governmental/regulatory bodies in order to protect our legal interests and other rights, protect against fraud or other illegal activities, for risk management purposes, and to comply with our legal obligations.
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Our dedicated tax professionals offer year-round tax preparation services with a 100% accuracy guarantee. Block Advisors is a division of H&R Block, specializing in helping small business owners maximize their tax credits and deductions.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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With one of the industry’s largest data sets, we help advisors/advisers and agents to transform paper and manual operations into a secure, seamless digital experience – from proposal to commission– so they can help better secure the financial futures of their clients.
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As a Senior Financial Planner, you will work with advisors to create customized and comprehensive financial plans, create and review spreadsheets, data entry, preparing and conducting seminars for clients, assistance with training of advisors, and providing additional support to the Financial Planning Director.
$115,000 a yearFull-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor.
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Comfort working with virtual tools – video conferencing and and chat. 1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
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Regulatory Compliance: Maintain an understanding of federal and state laws and regulations governing the surplus lines industry, ensuring compliance and adherence to the Pennsylvania Surplus Lines Law. Legal and Financial Management: Work closely with legal counsel and financial advisors to manage contractual agreements, budgeting, and financial reporting, ensuring transparency and accountability.
ExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Effectively communicate with service advisors and technicians to relay important vehicle and service information. Coordinate with service advisors to ensure smooth transition of vehicles to the service department.
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Corresponds and negotiates with tax officials at a tactical level. Coordinate with tax advisors and vendor in order to optimize tax burdens. Description: Our client is currently seeking a Payroll Tax Specialist for a 3 month + contract.
$45 an hourExpandApply NowActive JobUpdated 1 month ago
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