- Citizens Bank (New York, NY)
- …plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications… more
- New York Life (Irving, TX)
- …specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer ... life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds(1) through our broker-dealer arm,… more
- BNP Paribas (Jersey City, NJ)
- …Optimization, FIU/BLRA/QA, and Project Management. KYC is seeking a VP-level advisor to provide compliance coverage primarily for Financial Institutions clients ... Familiarity across various client legal structures, including hedge funds, personal investment vehicles, investment managers, broker-dealers, as well as… more
- LPL Financial Holdings, Inc. (Edmonds, WA)
- …including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our ... broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster… more
- LPL Financial Holdings, Inc. (Austin, TX)
- …including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our ... broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster… more
- Morgan Stanley (New York, NY)
- …is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The ... to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from...Programming skills such as Python and SQL. Desired Experience: Prior experience with developing or validating models in IRRBB,… more
- LPL Financial Holdings, Inc. (Fort Mill, SC)
- …including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our ... broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster… more
- Ronald Blue Trust (Bothell, WA)
- … investment transactions in accordance with instructions from the Advisor . Implements investment transactions utilizing company's trading software. Performs ... harvesting, account rebalancing, and account reviews. 3. Supports (Sr.) Financial Advisor or Managing Director with client meetings and other interactions including… more
- Redfin (Boston, MA)
- …benefits, commuter benefits, Employee Assistance Programs; and 401(k) employer match. Marketing investment : We're spending $65M in 2025 to connect our agents with ... related real estate experience including but not limited to prior experience with Redfin in a real estate capacity...in a real estate capacity You are a trusted advisor with in-depth experience leading clients through the home… more
- Fifth Third Bank (El Segundo, CA)
- …Client Experience Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met Lead and coordinate all ... required. Underwriting experience preferred. Proven track record of partnership with investment bankers to provide strategic and capital market advice. Strong… more
- CACI International, Inc. (Reston, VA)
- …Director, who is a high-impact leader to serve as its senior technical advisor . This executive-level role is responsible for providing technical direction across a ... successful candidate will identify and address capability gaps by shaping internal investment strategies - including IRAD and CAPEX - while developing technology… more
- Morgan Stanley (New York, NY)
- …is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The ... units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a… more
- Pilot (San Francisco, CA)
- …high-growth startup clients from different industries and stages as their trusted advisor and hands-on strategic finance consultant. The next big vertical for Pilot ... planning Be the world's preeminent tech-enabled financial services firm - a trusted advisor for our clients on their most important financial and business decisions… more
- Trinity Real Estate Investment Services (Dallas, TX)
- …serve developers, funds, and high-net worth individuals seeking a savvy, strategic real estate investment advisor . We specialize in the investment sales of ... with exceptional time management skills. A Texas Real Estate license is required prior to starting. Maintain detailed records of activity and call notes in the… more
- JPMorgan Chase & Co. (Newark, DE)
- …rigor across processes with a bigger picture mindset Act as a trusted advisor and partner with the management team to execute on strategic deliverables to ... An aptitude for strategy, stakeholder engagement, and business operations Prior experience in business management, project management, governance or management… more
- NYL - Matthews (Charlotte, NC)
- …specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer ... life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE… more
- AEG Vision (Dallas, TX)
- …available Undergraduate degree in accounting, finance, mathematics, business, or similar Prior work experience in FP&A, investment banking, corporate ... they expect to receive from an AEG owned operations Advisor to ELT Functional Leaders - Provide support, information,...ability to efficiently navigate and format workbooks for presentation Prior experience with, or a willingness and ability to… more
- Wesleyan Church (Fishers, IN)
- …with ministry leaders and the General Board. Monitor cash flow, investment performance, and financial sustainability. Provide financial analysis and counsel to ... development processes. 6. Leadership & Collaboration Serve as a trusted advisor and spiritual partner to executive leadership. Promote biblical stewardship,… more
- City of Lansing, MI (Lansing, MI)
- …who will work in the Building Safety Division. This position will serve as advisor and secretary to the Building Board of Appeals, which will include reviewing site ... with contractors and other parties to make needed corrections prior to issuing building permits Performs liaison work with...Fargo Bank. Employees will enroll and self direct their investment options. Failure to enroll shall result in the… more
- Nationwide Mutual Insurance Company (Columbus, OH)
- …as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor , Internal Audit, and so much more. Let Nationwide help create ... On the Specialty Finance Risk Analytics team, you'll use prior experience to drive key business outcomes and communicate...to drive key business outcomes and communicate with P&C, investment and risk leaders. Our wide array of specialty… more
