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That's why we prioritize the hiring of veterans and military spouses to serve as First Command Financial Advisors, and why we are reaching out to the Hollman AFB and White Sands community here at Alamogordo as we seek to fill this vital role in our organization.
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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) 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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Our branch network is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.
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The CFO leads, identifies and develops the tools, resources, and systems to provide critical financial and operational information to the President and CEO and organizational leadership and makes actionable recommendations on both strategy and operations.
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Manage financial planning, policy implementation, budgeting, forecasting, and strategic planning. The Financial Controller will be responsible for tasks related to financial statements, analytical skills, finance, financial reporting, and accounting in manufacturing and production environments.
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Advanced fund accounting, financial or complex calculations and/or financial reviews. One additional year of experience performing one or a combination of any of the following: general financial/accounting functions, financial reporting, budgeting, or financial statement audit duties may substitute for thirty semester hours of educational requirement with a maximum substitution of 120 semester hours (four years.
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This role also maintains offic Adjunct Faculty, Finance, Faculty, Management, Financial, Adjunct. This role also maintains offic Adjunct Faculty, Finance, Faculty, Management, Financial, Adjunct.
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The Sr. Financial Analyst will contribute to achieving the organization’s short and long-term goals by providing financial planning, budgeting, forecasting, operational analysis, and focused ad-hoc analysis to support fact-based decision-making.
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One financial advisor and one branch office administrator entirely focused on building client relationships. Preferred additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor.
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AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid In State - Other.
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Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session.
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Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
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Knowledge of GAAP, Financial reporting, Financial Risk Management and Analysis. Oversees and manages general accounting and business office, including payor contracting, budgeting, revenue and expense reconciliation, and financial reporting in accordance with established generally accepted accounting principles and industry best practices.
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Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
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Plan, develop, and engage in research projects as instructed regarding but not limited to procurement, contracts, grants and other financial projects as necessary. Note: This is a new advertisement for the Senior Financial Research Analyst.
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Title: financial Company: Vanguard Group in El Paso, TX
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