- JPMorgan Chase (San Francisco, CA)
- …goals and is comprised of the Chase wealth management business, JP Morgan Advisors , Personal Advisors and Self-Directed - our digital investing platform. The ... has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices. As...Lending Solutions. By collaborating closely with Market Leaders, Financial Advisors , and the lending sales team, you will leverage… more
- Vicus Capital (State College, PA)
- …under management headquartered in State College, Pennsylvania. The firm works with advisors throughout the country to provide clients with elite service and ... lead and manage all functions of our HR initiatives for both financial advisors and corporate staff. This individual will oversee full employee lifecycle, from… more
- Vaco by Highspring (Cedar Hill, TX)
- …tax-related activities including sales/use tax, payroll tax, and coordination with external advisors on filings * Review and approve cash transfers, wire templates, ... and other treasury functions * Serve as the main point of contact for external auditors; manage audit requests and compliance requirements * Lead, coach, and develop a team of senior accountants; drive accountability and continuous improvement * Identify and… more
- Vicus Capital (State College, PA)
- …growing national presence, we're on a mission to redefine how financial advisors are supported. Headquartered in State College, PA, we offer industry-leading ... in marketing strategy development for both Vicus Capital and our partner financial advisors Regular analyzing competitors to see what other RIAs in the industry are… more
- Raising Cane's (Concord, NH)
- …Safe Harbor Employer Match (age 21 & older) Access to financial advisors for budget and retirement planning Crewmember Assistance Program Education assistance Pet ... Insurance Perks & Rewards for hourly Crew: Paid Time Off* Closed for all major holidays** Early closure for company events Casual Work Attire Flexible Scheduling Perkspot Employee Discount Program *Must satisfy hours requirement per year **Locations may vary… more
- Vicus Capital (State College, PA)
- …growing national presence, we're on a mission to redefine how financial advisors are supported. Headquartered in State College, PA, we offer industry-leading ... Doing Establishing and maintaining billing data Assisting and educating financial advisors and internal clients regarding fee billing procedures Maintaining client… more
- Caltech (Pasadena, CA)
- …Enhance Caltech's network of estate planning attorneys, accountants, and financial advisors , by proactively building relationships with professional advisors and ... following up on various referrals from Caltech constituents. Participate in the development of marketing materials and publications highlighting activities and achievements within the department. Participate in campus events as a representative of OGP.… more
- Copeland Chevrolet (Brockton, MA)
- …transmission, steering, suspension, brakes, A/C, and more Communicate with Service Advisors regarding additional service needs and time estimates Execute warranty ... repairs to manufacturer specifications Requirements Strong automotive background Team-oriented mindset Willingness to mentor and help others learn Proven record of exceptional customer satisfaction with an energetic attitude Ability to lift at least 50 lbs… more
- Porter + Guide Wealth Management (Allentown, PA)
- …centric approach to financial planning. The dedicated team of financial advisors utilizes an intentional, purposeful, and proactive process to create financial ... plans and investment management strategies to help guide clients toward the future they've always envisioned. Porter + Guide Wealth Management is seeking a Workplace Retirement Advisor to spearhead the development and delivery of retirement plan advisory… more
- Lancaster Lebanon IU13 (Lancaster, PA)
- …Assistants Facilities Maintenance GED and ESL Adjunct Instructors Adjunct Advisors Interns/Apprenticeships Excellent Pay and Benefits! www.iu13.org/Employment EOE ... IU13 Career Opportunities! Bookkeeper Accountants Program… more
- Siena University (Albany, NY)
- …degree requirements are accurately represented in advising resources. Allocate faculty advisors to students. Enroll students in graduate classes and help manage ... graduate course sequencing. 3. Experiential learning & accreditation support Oversee implementation and tracking of School of Business experiential-learning requirements for undergraduate students; Ensure documentation for AACSB/other accreditation needs.… more
- CFA Institute (Boston, MA)
- …closely with internal and external sales partners to strengthen relationships with financial advisors across the Broker Dealer channel. You'll play a key role in ... Key Responsibilities * Understand the diverse business practices of financial advisors and deliver tailored investment solutions, market insights, and sales support.… more
- Antora Energy (San Jose, CA)
- …tax calendar, prepare all required tax filings, and coordinate inputs from external advisors . Prepare for and manage federal, state, and local tax audits, in close ... collaboration with external advisors and Legal. Partner with Legal to assess, analyze, and document applicable and available state and local clean energy incentives,… more
- Compound (Seattle, WA)
- …Experience in estate planning is helpful. Integrate with planning. Partner with advisors to convert planning insights into tax actions and clear client ... integrity. Coach a high bar. Train and educate. Act as a resource for advisors and clients, tracking legislation and teaching webinars to keep everyone updated. Own… more
- Compound (Chicago, IL)
- …Experience in estate planning is helpful. Integrate with planning. Partner with advisors to convert planning insights into tax actions and clear client ... integrity. Coach a high bar. Train and educate. Act as a resource for advisors and clients, tracking legislation and teaching webinars to keep everyone updated. Own… more
- Edelman Financial Engines, LLC (San Francisco, CA)
- …financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of ... of Edelman Financial Engines, LLC. All advisory servicesprovidedby Financial Engines Advisors LLC, a federally registered investment advisor. Results are not… more
- Altruist (San Francisco, CA)
- …by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver ... experienced Senior Product Marketing Manager for Hazel-the AI platform for financial advisors that integrates across their tech stack and transforms data into… more
- UC Law SF (San Francisco, CA)
- …within higher education. * Experience working with donors, professional advisors , and/or estate and financial planning professionals strongly preferred. KNOWLEDGE ... the ability to engage, motivate, and steward donors, prospects, and professional advisors . * Knowledge of planned giving vehicles (eg, charitable gift annuities,… more
- Myriad USA (New York, NY)
- …and thoughtful philanthropic services for corporations, foundations, individuals, families, and advisors to support communities across the globe. Last year we ... facilitated $169M in grants to 89 countries. Our culture is built on Integrity, Excellence, and Diversity values that drive our success. At Myriad USA you wont just join an organization youll help build one. What were looking for Myriad USA seeks an… more
- Kean University Foundation (Union, NJ)
- …work flexible hours for events, including evenings and weekends. Candidates: Ard Advisors is assisting the Kean University Foundation with this search. Interested ... and qualified candidates should send a cover letter and resumeto ###@ArduAdvisors.com . recblid 9kwk2r05j7n62ukyjnhsomon6anv2c PDN-a0d39ded-c7eb-4d51-8166-118e7a808ad1 more
