- Nova Southeastern University (Fort Lauderdale, FL)
- …on topics, such as college degree programs, admission requirements, and financial aid opportunities. 12. Assesses needs for assistance, such as rehabilitation, ... financial aid, or additional training, and refers clients to...& Abilities: Knowledge: 1. Customer and Personal Service - General knowledge of principles and processes for providing customer… more
- Fifth Third Bank (Cincinnati, OH)
- …to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify ... with and influencing management and peers to support growth and financial results. Actively participates within professional and community organizations. Actively… more
- International SOS Government Medical Services (San Jose, CA)
- …of US Customs and Border Protection (CBP), the Supervisory Behavioral Health Advisor (SBHA) develops, implements, and evaluate the behavioral health assessments and ... and support staff (eg, Licensed Practical/Vocational Nurses, Paramedics, EMTs, Certified Medical/Nursing Assistants). These contracted medical teams provide basic… more
- Dayton Independent School District (Dayton, TX)
- …of all district funds and ensure they are adequately protected. Serve as chief financial advisor and budget advisor to the superintendent and board ... Management Ensure preparation and integrity of all district general accounting records and related financial reports...Monitor budget variances and oversee budget adjustments. Act as financial advisor to the superintendent and board… more
- Zurich Insurance Group (Chicago, IL)
- …problem-solving abilities. Our industry focus includes (not limited to) Financial Institutions, General Industries, Manufacturing, Technology, Professional ... needs Demonstrating strong analytical skills and executing as an innovative advisor Underwriting, analyzing and generating new and renewal business Market facing… more
- City of High Point, NC (High Point, NC)
- …including guiding applicants through housing programs, conducting client counseling, assessing financial eligibility, and coordinating with legal, financial , and ... partners. The successful candidate will act as a trusted advisor to homebuyers and renters, a knowledgeable liaison between...with CDBG and HOME Programs. *Must be a HUD Certified Housing Counselor or have the ability to obtain… more
- Zurich Insurance Group (Addison, TX)
- …problem-solving abilities. Our industry focus includes (not limited to) Financial Institutions, General Industries, Manufacturing, Technology, Professional ... needs Demonstrating strong analytical skills and executing as an innovative advisor Underwriting, analyzing and generating new and renewal business Market facing… more
- City of Torrance, CA (Torrance, CA)
- …City's assets while providing and supporting the Torrance community with sound financial advice in a timely, cost effective and professional manner. The department's ... $6.3 million General Fund budget, $24.3 million Self-Insurance budget and day-to-day...the Operating and Capital Improvement Plan budgets, serves as advisor to the Land Management Team and Investment Committee,… more
- AAA Auto Club Group (Riverside, IL)
- …to AAA members and non-members. Every AAA Car Care facility is staffed with ASE- certified technicians who ensure that every car is treated with the utmost care. Now ... and trucks, as directed by a Manager or Service Advisor . They spend their day performing basic automotive repair,...limited to; oil changes, tire replacement & repairs and general vehicle maintenance. In this role, a Technician B… more
- KeyBank (Beachwood, OH)
- …and Certifications FINRA Series 7 and 66 (or 63 & 65) (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst ... (CIMA) (preferred) Certified Public Accountant (CPA) (preferred) Chartered Financial Analyst (CFA) (preferred) Certified Wealth Strategist (preferred)… more
- Savatree (Apopka, FL)
- …opportunities. We will support your continuing education in the industry, including financial support in becoming an ISA Certified Arborist. You'll work ... gaining the experience needed to eventually grow into a General Manager role. We're seeking a sales-driven individual with...be completed. Your role is to be the trusted advisor for the property owner and to become an… more
- International SOS Government Medical Services (Los Angeles, CA)
- …and support staff (eg, Licensed Practical/Vocational Nurses, Paramedics, EMTs, Certified Medical/Nursing Assistants). These contracted medical teams provide basic ... and direction of the NPSQMD and Physician Supervisor, Pediatric Advisor , and local physician, as applicable. Initiates monthly quality improvement/performance… more
- International SOS Government Medical Services (Tacoma, WA)
- …reviews and other duties requiring medical expertise. Serves as a professional advisor to physician colleagues from medical schools, graduate training programs in ... All Employees shall have at least one year of general experience that demonstrates the following: The ability to...equivalent degree from a foreign medical school that is certified by the Educational Commission for Foreign Medical Graduates… more
- Town of Fort Myers Beach Florida (Fort Myers Beach, FL)
- …Town's operations. EXAMPLES OF ESSENTIAL DUTIES Direct and manage the Town's general accounting system, ensuring timely and accurate financial reporting. Oversee ... our executive leadership team and help guide the Town's fiscal future. As a key advisor to the Town Manager and Town Council, you will lead all aspects of municipal… more
- Atria Wealth Solutions (Cincinnati, OH)
- … Services, L. P. (CFS) General Electric Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in ... that turn every potential into new possibilities. As a Financial Advisor your responsibilities include, but are...Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation a plus… more
- Atria Wealth Solutions (Lunenburg, MA)
- …with CUSO Financial Services, LP (CFS) Workers Credit Union is seeking a Financial Advisor to join their team in the Lunenburg, MA area. About Workers ... with our members to help them make their best financial choices and improve their financial wellness....65 licenses required, Series 7 and 66 preferred; MA certified life insurance license; excellent interpersonal, organizational skills. Must… more
- Truist (Tampa, FL)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. ... Office software products Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2. Banking… more
- Highmark Health (Pittsburgh, PA)
- …Licensed in the state of Pennsylvania prior to employment Preferred: + Board Certified in Quality/Physician Advising + Physician Advisor experience in a clinical ... Description :** The **Allegheny Health Network (AHN)** is recruiting a full-time **Physician Advisor ** to join our team located in **Pittsburgh, PA** . ** General … more
- KeyBank (Pearl River, NY)
- …(required) + FINRA License S66 or S63 and S65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, ... by working the book of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow year-over-year… more
- Truist (Silver Spring, MD)
- …Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life ... financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for...and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market… more
