- Alvarez & Marsal (Los Angeles, CA)
- Description PEPI - CFO Services - Senior Associate ( Financial Reporting Advisory ) OVERVIEW: A&M CFO Services work with private equity held portfolio ... adherence to new or revised accounting standards and effective management of the financial reporting processes. CFO Services Provides the following pillar of … more
- PJT Partners, Inc. (New York, NY)
- …and special situations and private fund advisory and placement services to corporations, financial sponsors, institutional investors and governments around ... the world. We offer a unique portfolio of advisory services designed to help our clients...matters. PJT Camberview seeks an experienced and highly motivated Associate to join our advisory team. The… more
- Houlihan Lokey, Inc. (Houston, TX)
- …Lokey. The PV-dedicated Experienced Financial Analyst or Associate in our Financial and Valuation Advisory business will be a fully integrated member of ... of the firm's commitment to client success across its advisory services . The firm is the No....market knowledge. The open position is for an Experienced Financial Analyst or Associate based in the… more
- Rothschild & Co (New York, NY)
- About Us Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of ... the world's financial markets. Our expertise, intellectual capital and global network...global perspective across four market-leading business divisions - Global Advisory , Wealth Management, Asset Management and Five Arrows. As… more
- PJT Partners, Inc. (New York, NY)
- …and special situations and private fund advisory and placement services to corporations, financial sponsors, institutional investors and governments around ... the world. We offer a unique portfolio of advisory services designed to help our clients...the negotiating of contracts and other agreements; and coordinate associate / analyst materials. Analysing financial data… more
- Cerity Partners (Chicago, IL)
- The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. ... openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and… more
- EisnerAmper LLP (New York, NY)
- …Bachelor's degree in Accounting or equivalent field 3+ years of progressive financial service tax experience Experience working with asset manager clients ... local law. About Our Tax Team: As the largest service line within the firm, EisnerAmper's Tax Group does...work, we're able spend more time conducting impactful business advisory services for our clients. About EisnerAmper:… more
- Wealth Enhancement Group (Tarrytown, NY)
- …For more information, please visit www.wealthenhancement.com. We have an exciting opportunity for an Associate Financial Advisor . As an AFA, you will work as ... far beyond the standard approach. We proudly provide unique financial plans and investment management services to...our clients' expectations. Primary Job Functions Work with the financial advisory team to actively manage client… more
- Oppenheimer & Co. Inc. (Jericho, NY)
- …the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, ... finance), equity & fixed income research, market making, trust services and investment advisory and asset management...Private Client Division is currently seeking a Registered Client Service Associate for their Jericho, NY branch… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... Service Associate who is a motivated, detail...School Diploma or equivalent and five (5) years of financial services industry service experience.… more
- Jamie Grayem (Providence, RI)
- Wealth Management Client Associate / Financial Advisor Support Providence, RI, US $30.00 - $42.00 /hr. + Team Performance Bonus + Full Benefits MUST HAVE 7/66 ... (63/65) This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting… more
- RIA Recruiting (Katy, TX)
- McGee Wealth Management, a growing financial advisory firm located in Katy, TX, is seeking a Client Service Associate to join our growing team. We are a ... financial planning firm that has client service ...to team meetings Requirements: 3 years of experience in financial services Proficient with MS Word, Excel,… more
- Robert W Baird & Co (Nashville, TN)
- The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 ... portfolio management and analysis and/or investment analysis. As an Associate Financial Advisor, you will: Operate within...What makes this opportunity great: In partnership with the Financial Advisory Team, you will participate in… more
- NFP (West Hartford, CT)
- …our wealth management division (not our insurance or retirement divisions). As a Client Service Associate , your primary responsibility is to forge and nurture ... service to clients that pairs tailored portfolios with a personalized financial plan and service team. With the ultimate goal of simplifying financial … more
- Moelis & Company (New York, NY)
- …assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. ... are seeking individuals with that same drive. Accounts Payable, Associate - New York Moelis & Company is a...a business-related major 1-3 years of experience in the financial services industry preferred Strong technical/computer skills… more
- Alvarez & Marsal (Kansas City, MO)
- …the processes Experience in the role of Controllership, Finance and Accounting Advisory Services QUALIFICATIONS: Graduate of accredited 4-year college / ... Description Alvarez & Marsal Private Equity Performance Improvement Associate , CFO Services - (Digital Finance)...credible plans and the ability to execute and deliver financial outcomes. Our PEPI CFO Services practice… more
- Bank of America (Boston, MA)
- …and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional… more
- Focus Partners Wealth (Menlo Park, CA)
- …from a premier University with strong academic achievement 3+ years experience in either financial planning or advisory related services CFP(R), CPA or ... senior professionals of the firm todeliver exceptional advice and service to clients. The associate wealth advisor...a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to… more
- The Harrison Rush Group (San Francisco, CA)
- …the Associate will work alongside senior bankers to deliver exceptional advisory services to clients ranging from high-growth startups to established global ... Job Description: Tech M&A Associate Location : San Francisco, CA Company :...of M&A transactions, including sell-side and buy-side mandates. Conduct financial modeling, valuation analysis (DCF, precedent transactions, and trading… more
- ElevateHR Solutions LLC (San Marcos, CA)
- …Associate to Director level with expertise in Tax, Audit, Business Valuation, or Financial Advisory . This is an in-office role with potential hybrid ... tax planning. Audit & Assurance: Lead audits, reviews, and compilations for financial statement accuracy. Business Valuation & Advisory : Conduct valuations, cash… more
