- CRG (Greensboro, NC)
- …to manage expectations and meet targets. Qualifications: Bachelor s degree in accounting or finance ; CPA or EA preferred . 2-4 years of tax preparation knowledge. ... Senior Tax Advisor A CRG client is searching for a Senior Tax Advisor in the Triad! This role requires 2-4 years in tax preparations. Our client is known for… more
- Fidelity TalentSource LLC (Westlake, TX)
- …and beyond. The\u00A0Expertise\u00A0and Skills We re Looking ForA college degree is preferred but not requiredAn active Health Insurance License is requiredThe ideal ... as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can… more
- Beacon Hill Staffing Group, LLC (Addison, TX)
- Job Title: Financial Advisor - Opportunity with a Prestigious Financial InstitutionCompany Overview: Join our esteemed financial institution, boasting over 150 years ... individuals can thrive and achieve their professional goals.Position Summary: As a Financial Advisor with our firm, you will have the opportunity to work with… more
- Creative Financial Staffing (San Juan, PR)
- …professional services companies would be ideal. Advanced skills in Excel. CPA Preferred . Experience in finance systems, preferably Elite 3E. Previous experience ... The Finance Manager team provides timely and accurate financial...regulatory and financial end-of-year audits. Act as a Trusted Advisor by building relationships across all business services teams… more
- Creative Financial Staffing (Boston, MA)
- …degree in accounting or finance CPA, MBA or master's degree in finance is preferred , but not required. 15+ years of progressive financial leadership ... finance team. Experience working for an international organization preferred Experience establishing and implementing process improvement initiatives. Experience… more
- Valmont Industries, Inc. (Omaha, NE)
- …forward? Apply now. This position does require prior IFS experience along with strong finance acumen. Also, Valmont does not offer sponsorship at this time The main ... in utilization of Information Technology within Valmont as a trusted advisor to the organization.Continuously monitor industry trends, standards, and technologies… more
- Fidelity TalentSource LLC (Durham, NC)
- …and stock plan services. You will lead our efforts with external advisor and intermediary channels including development and relationship management of strategic ... as champion and help evolve our industry leading differentiators such as the Advisor Practice Management, the Charitable Investment Advisor Program and more! You… more
- Fidelity TalentSource LLC (Boston, MA)
- …client community efforts. The expertise you offer:BS Degree required; MS degree preferred and 8 + years of experienceDemonstrated expertise creating an environment ... community, and a deep understanding of the financial services, advisor industry, competitive landscape, and broader industry trendsAbility to...Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range… more
- Fidelity TalentSource LLC (Cary, NC)
- …providing investment solutions and growing relationships with a dedicated local advisor . The Expertise We re Looking ForEffectively utilizing Fidelity s guidance ... licensed; Series 65 or 66 and appropriate state registrations preferred , OR ability to acquire quickly upon hireDegree and/or...Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range… more
- EY (New York, NY)
- …FSO team!The opportunityYou'll help our clients enhance the front office and financial advisor experience in the Wealth business and advise Asset Managers as they ... experience * A degree in computer science, engineering, accounting, finance or a related field; MBA or MS degree... or a related field; MBA or MS degree preferred * A minimum of 3+ years of experience… more
- Creative Financial Staffing (New Haven, CT)
- …Undergraduate degree in accounting or finance CPA, MBA or master's degree in finance is preferred , but not required. 7+ years of total experience. Must have ... Controller will have hands-on responsibility for the daily operations of the accounting/ finance function while partnering with the broader senior management team to… more
- Galapagos Federal Systems, LLC (Kihei, HI)
- …, Space Operations, or a related discipline plus ( preferred )BenefitsMedical, dental, vision, disability, and life insuranceFlexible Spending Accounts401(k)PTOTuition ... to concerns with regulatory compliance and/or customer requirements.Serves as advisor to branch personnel on related programmatic and financial issues.Collaborates… more
- Fidelity TalentSource LLC (Boston, MA)
- …a related field such as Computer Science, Engineering, Mathematics or Quantitative Finance is preferred . Skills and Knowledge Demonstration of strong leadership ... visit www.fidelity.com. The Department Strategic Advisers, LLC is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment… more
- Fidelity TalentSource LLC (Phoenix, AZ)
- …on engaging current and potential clients via phone. Working in partnership with our advisor teams, you will build the path to an enhanced client experience and ... years of experience in financial services (outbound calling experience preferred )Related customer engagement experience desiredSeries 7 requiredSeries 63 and 65… more
- Creative Financial Staffing (San Antonio, TX)
- Join Our Team as a Bookkeeper and Be the Financial Advisor to the Owner Manager! Are you a skilled Bookkeeper with a passion for finance and a desire to work in ... is offering an exciting opportunity for a Bookkeeper/Accountant to become the right-hand advisor to the owner manager on the financial side. With us, you'll enjoy… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …leading wealth management firmsAbility to travel up to 50%CFA or CIMA preferred .5+ years investment management experienceSeries 7 and 63 licenses required The ... trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity ...Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range… more
- Fidelity TalentSource LLC (Covington, KY)
- …Plan Sponsors. The Expertise and Skills We re Looking ForCollege degree preferred or equivalent work-related experience.Series 7 & 63 required.8+ years of ... for the client relationship. Acts as the client s \u201Ctrusted advisor \u201D.Building client relationship to highest level of decision makers.Planning and… more
- Creative Financial Staffing (New Buffalo, MI)
- …degree in Accounting, Finance , or related field required; MBA or CPA preferred . Proven experience as a CFO or in a senior financial leadership role. Strong ... forecasting, and financial reporting. Provide leadership and guidance to the finance team, fostering a culture of accountability, transparency, and continuous… more
- Fidelity TalentSource LLC (Durham, NC)
- …experience servicing large corporate clients.Bachelor s Degree or equivalent experience. Preferred \u00A0experience with a broad range of healthcare and wellness ... satisfaction and retention. You will serve as a trusted advisor and primary point of contact to the client.Corporate...Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range… more
- PwC (New York, NY)
- …credentials may qualify for this opportunityPreferred Qualifications:Certification(s) Preferred :Vertex Certified Training Program-Vertex Indirect Tax O Series ... Degree Required:Bachelor DegreeRequired Fields of Study:Accounting, Business Administration/Management, Economics, Finance , International Business, Management, Quantitative Finance , Accounting… more
