- Carolina Theatre of Durham (Durham, NC)
- …of all relevant financial topics and risks. o Together with external advisor , manage investment portfolio and ensure compliance with Board approved ... Chief Financial Officer (Full-Time) As of April 19, 2024...Accountant on operational tasks. o Serve as a trusted advisor to the CEO to steer company finances, ensuring… more
- Merck & Co. (Rahway, NJ)
- … Process Improvement, Financial Regulation, Financial Review, Financial Technology, Inventory Management, Investment Management, Investment ... and data that support strategic processes and programs related to financial close, consolidation, and external reporting.Develop an understanding of the various… more
- Merck & Co. (Rahway, NJ)
- …role of Associate Director, Data Science as part of Impact Assessment and Investment Optimization (IAIO) team.The position of Associate Director - Data Science as a ... PromoFIT capability for marketing analytics with particular focus on promotional investment optimization. In this role, you'll have sound analytical and… more
- Eisai, Inc (Nutley, NJ)
- …and by developing a clear understanding of business needs, acting as a trusted advisor , and ensuring cost-effective delivery of IT services to meet those needs.Has a ... across the regional EIT organization. Consult with CIO Office to ensure financial and resource targets are established in alignment with overall EIT strategy… more
- Merck & Co. (Durham, NC)
- …of activities, while 25% will be spent coaching leaders within IPT/CoE/GSEC Project Investment and 25% on working across the site on MPS and sharing knowledge.Our ... Company's operations and identify key business opportunities through utilizing financial data.Proactively recognize and mitigate barriers to initiatives.Promote a… more
- Berkshire Bank (Boston, MA)
- **Position** : VP, Investment Advisor & Financial Planner **Location** : Boston, MA **Division:** Asset Management **Department:** Berkshire Wealth ... in implementing and delivering a full range of services to clients, including financial planning, investment advising, and fiduciary services. Thrives in a… more
- Truist (Winston Salem, NC)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. ... internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment ...client financial needs are fulfilled. 9. Conduct investment product educational seminars for clients and prospects. 10.… more
- Atria Wealth Solutions (Houston, TX)
- Financial Advisor I - Investment Services Houston, TX, United States *PLEASE NOTE: NAVY FEDERAL FINANCIAL SERVICES IS THE EMPLOYER FOR THIS JOB. IF YOU ... NAVY FEDERAL FINANCIAL SERVICES BY CLICKING THE FOLLOWING LINK - Financial Advisor I - Investment Services - Navy Federal Careers (oraclecloud.com)… more
- Atria Wealth Solutions (San Rafael, CA)
- …part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services to its members in the San ... them develop their careers. How does providing Member-Clients with investment , retirement, and educational planning and advice at a...no further: Redwood Credit Union is looking for a Financial Advisor who wants something more! As… more
- Atria Wealth Solutions (Battle Creek, MI)
- …part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and ... members every day. They are looking to add a financial advisor to the team to join...market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market… more
- Atria Wealth Solutions (Cambridge, MA)
- …and Impact People's Lives! CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Harvard ... Services, LP (CFS), the credit union and dedicated Financial Advisor have access to the best...market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market… more
- Atria Wealth Solutions (Shoreline, WA)
- …part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and ... employees, and the community and is looking for a Financial Advisor to join the team. As...market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market… more
- Atria Wealth Solutions (Fort Worth, TX)
- …LP (CFS) , in its partnership with EECU Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for its ... expand as an organization over the years. As a Financial Advisor your responsibilities include, but are...market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market… more
- Atria Wealth Solutions (Plano, TX)
- …Services, LP (CFS) , in its partnership with InTouch Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for ... a member until the account is closed. As a Financial Advisor your responsibilities include, but are...market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market… more
- Atria Wealth Solutions (San Francisco, CA)
- …LP (CFS), in its partnership with San Francisco Fire Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for ... dreams and build lasting financial security by making sound investment choices. As a Financial Advisor your responsibilities include, but are not limited… more
- Atria Wealth Solutions (Pittsburgh, PA)
- …part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and ... follow through on the promises we make. As a Financial Advisor your responsibilities include, but are...market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market… more
- Atria Wealth Solutions (Dayton, TX)
- CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Rave Financial in the Dayton, TX area. ... 75,000 members and assets exceeding $1 Billion. As a Financial Advisor your responsibilities include, but are...market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market… more
- Atria Wealth Solutions (Shelton, WA)
- …part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and ... it and help our members navigate an increasing complex financial world. As a Financial Advisor...market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market… more
- Atria Wealth Solutions (Lansing, MI)
- …part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services to its members in the ... to businesses and individuals in order for them to make investment decisions; Recommends financial options to members in accordance with their short and long… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …to identify client goals and tolerances. * Assists with developing individualized client investment strategy for Financial Advisor . * Responds to inquiries ... issues. * Prepares customized written industry and company specific reports upon request to Financial Advisor . * Assists in development of financial models… more
