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CFA), Accredited Asset Management Specialist AAMS® , Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant.
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Collaborate with financial advisors, accountants, and other professionals to provide comprehensive wealth management services. Certifications such as Certified Trust and Financial Advisor (CTFA) or Accredited Estate Planner (AEP) are a plus.
$175,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? As a Financial Advisor specializing in Annuity sales, you'll experience a career transformation like no other.
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10+ years of experience in one or more areas of compliance, such as consumer, Anti-Money Laundering (AML), brokerage, wealth management, or trust. 10+ years of experience in auditing, financial crimes compliance, corporate or consumer compliance, risk management, or a combination.
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Assist with process improvement and discussions related to third-party risk management solutions. Build communication and escalation plans related to third-party risk management activities across National IT.
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Bachelor’s degree, required; focus in Finance, Financial Engineering, Actuarial Science, Risk Management, Mathematics, Computer Science, Statistics, Economics, preferred. Experience in financial reporting valuation and appraisal review, required.
$250,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Experience in the financial services industry, Wealth Management, Corporate Investment Banking, Commercial Banking, Commercial Real Estate, and/or Lending. 7+ years progressive work related experience including audit, operations, process engineering, or risk management in the financial services industry.
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Strong understanding with identity security such as access and privilege management solutions - LDAP, AD, SSO, MFA, IAM (e.g., SailPoint, Saviynt), PAM (e.g. CyberArk), etc. Design and evaluate security tools with an emphasis on automation to assist our clients, including and not limited to asset management, identity and access management, cloud logging/monitoring, threat and vulnerability management, platform hardening, resiliency and redundancy, data security, and security infrastructure.
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The ideal candidate will be team-spirited, display range, an enthusiastic learner, willing to take on a variety of assignments and have meaningful experiences in one or more of the following areas: capital management, credit risk, interest rate risk, liquidity risk management, wealth management, capital markets, operational resilience, cybersecurity, technology and operations, payment systems, operational risk management, compliance, BSA/AML or internal audit.
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Prepares short and long-term financial forecasts of financial performance for use with internal CDG and corporate management and external parties. Develops conclusions and/or opinions based on analysis and is prepared to challenge the management team to make decisions that will improve the overall financial health of CDG.
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VACU Investment Group (VACUIG) is expanding our wealth management team throughout Virginia- Greater Richmond Area, Blacksburg, Roanoke, Harrisonburg, VA Beach, Norfolk Williamsburg & Lynchburg.
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New York City (Hybrid On-Site): $202,400 - $231,000 for Director, Financial Management. Director, Financial Management: Enterprise Product & Experience Finance. Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license.
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10+ years of experience managing a Financial Planning & Analysis (FP&A) function. At least 4 years of experience managing a Financial Planning & Analysis (FP&A) function. At least 10 years of experience in Financial Planning & Analysis (FP&A.
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Risk Management & Insurance: Knowledge of risk management and insurance programs including commercial general liability, marine cargo, property, workers' compensation, non-owned aircraft liability, automobile liability, and executive risk/financial professional coverage.
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Provide advisory services to evaluate, recommend, design, and implement third-party risk management solutions and process improvements. Enhanced knowledge pertaining to concepts and principles related to third-party risk management.
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wealth management financial advisor jobs Title: specialist credit in Richmond, VA
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