- Creative Financial Staffing (Minneapolis, MN)
- Senior Tax Advisor - Currently 100% remote and will remain 100% remote - Corporate in MinnesotaWhy This Senior Tax Advisor opportunity?This organization ... excellent benefits including a generous 401K match, tuition reimbursement and more. How the Senior Tax Advisor Will Make an Impact The Senior Tax Advisor … more
- WSFS Bank (Greenville, DE)
- …is more than part of our name, it's our mission and our purposeThe Senior Investment Advisor is responsible for prospecting and engaging clients by formulating ... their careers, we guide our customers to secure their financial futures, and we actively support our Communities so...comprehensive financial planning, investment management and customized financial … more
- USAA (Colorado Springs, CO)
- …of what makes us so special!The OpportunityWe are looking for a Business Advisor Senior for the Bank Member Experience & Complaints Program.Advises stakeholders ... At USAA, we have an important mission: facilitating the financial security of millions of US military members and...skills Experience with communicating and presenting key concepts to senior leadership, broad groups and team staff Consistent track… more
- Truliant Federal Credit Union (Greenville, SC)
- …feel valued, empowered and rewarded for all that they do. Purpose of the JobThe Financial Advisor serves the financial advisory needs of credit union members ... utilizing a holistic approach. The Financial Advisor helps members identify their ...work with people at different job levels ranging from senior managers to front line employeesMust hold the following… more
- New York Life Insurance Company (San Dimas, CA)
- …Insurance License holder preferred (Not Required).* 1-3 years Sales or Financial Advisor Experience preferred.*Skills (possessed or willingness to acquire):** ... *New York Life Financial Professional**California candidates only due to state license requirement*As a New York Life Financial Professional (Agent), you will… more
- Fidelity TalentSource LLC (Chicago, IL)
- Job Description:The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth ... must be obtained within 6 months of hireMinimum 12 years of financial service experience, to include complex planning and sophisticated product offeringsA sound… more
- Creative Financial Staffing (Dedham, MA)
- …with an internationally recognized, award winning professional services company to identify a Senior Financial Analyst. This is a dynamic, fast paced environment ... and key stakeholders and is seen as a trusted advisor and "go-to-person" on financial matters. Develop, measure and analyze performance against operating plans,… more
- Galapagos Federal Systems, LLC (Kihei, HI)
- …as advisor to branch personnel on related programmatic and financial issues.Collaborates with team members and builds briefings for strategic engagement with ... Job Title: Program Manager Senior -4673 Job Location: Maui, HI 96753 Job...supporting multiple Department of Defense (DOD) contracts by preparing financial and status reports, utilizing Government-provided templates. The role… more
- Creative Financial Staffing (Winter Garden, FL)
- …strong client relationships, fostering trust and understanding to become a trusted advisor for their financial needs. Participate in firm-wide initiatives to ... Senior Tax Accountant - Hybrid Role!$85,000 - 110,000...Certified Public Accountant (CPA) firm, specializing in providing comprehensive financial and tax solutions to a diverse client base.… more
- Fidelity TalentSource LLC (Greenville, DE)
- …RoleDue to growth in our business, Fidelity Personal Trust Company seeks a Senior Trust Officer!This role is an integral member of the Personal Trust Administration ... trust relationships. With the help of a dedicated Trust Administrator, the Senior Trust Officer is responsible for all facets of trust administration and… more
- Beacon Hill Staffing Group, LLC (Chicago, IL)
- Our client is a private equity backed manufacturing firm who is seeking a Remote Senior HR Business Partner to join their team! In this role you will be a crucial ... up to an HR DirectorServe as a trust HR advisor to employees at all levels, handling employee relations...dynamic settingsProven track record of success in partnering with senior leadership in private equity-backed venturesBeacon Hill is an… more
- Fidelity TalentSource LLC (Greenwood Village, CO)
- Job Description:The Senior Manager Data Strategy (Quant Services) position is responsible for providing guidance and performing business, systems & data analysis ... Global Data Services and Portfolio Engineering teams to insure timely remediation. The Senior Manager Data Strategy will play an important role in the coordination… more
- Percepta (Remote, OR)
- Senior Manager, Global Business Development and Client Services At Percepta, we bring first-class service across each market we support. As a Senior Manager of ... of a unique culture What You'll Be Doing The Senior Manager of Global Business Development and Client Services...position will be responsible for acting as a trusted advisor to assigned clients and new prospects by demonstrating… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description: Senior Quantitative Portfolio AnalystQuantitative Model Management Team, Strategic Advisers, LLC At Fidelity, we are focused on making our ... financial expertise broadly accessible and effective in helping people...The Department Strategic Advisers, LLC is a registered investment advisor and wholly owned subsidiary of FMR LLC that… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …are requiredFive or more years of customer service experience in the Financial Services industryBachelor s Degree preferred The Purpose\u00A0of Your RoleYou are ... key player on the Wealth Management team as you directly support the Advisor s efforts to increase and develop their business. The Skills\u00A0You BringExceptional… more
- Fidelity TalentSource LLC (Durham, NC)
- Job Description: Senior Account Manager As a Senior Account Manager supporting Fidelity Health s Clients you will combine strong consultative account management ... clients ensuring their satisfaction and retention. You will serve as a trusted advisor and primary point of contact to the client.Corporate account management with… more
- Fidelity TalentSource LLC (Merrimack, NH)
- Senior Java/AWS Cloud Developer Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing ... for a Senior Java/AWS Cloud Developer to work in Merrimack, NH;...suite of applications that support our intermediary (correspondent and advisor ) and institutional business. You will be a member… more
- PwC (New York, NY)
- …to be successful and progress in our careers, now and in the future.As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve ... partnership tax planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review. Experience working… more
- Creative Financial Staffing (Boston, MA)
- Senior Payroll Tax AccountantOur client is seeking a Senior Payroll Tax Lead. This is a specialized position, and the ideal candidate would have experience ... Reports to Director of Payroll Tax Overview of the Senior Payroll Tax Accountant role: Lead accurate and timely...Act as the primary point of contact and trusted advisor for clients and internal leaders Support and assist… more
- Navy Federal Credit Union (Vienna, VA)
- …engineering teams to identify and mitigate privacy risks. Provide recommendations to senior leadership regarding data privacy and risk management activities and ways ... General Counsel to develop controls to manage privacy risk; act as advisor to product development, analytical, and engineering teams in implementing the controlsStay… more
