- Lincoln Financial Group (Birmingham, AL)
- …**Requisition #:** 72640 **The Role at a Glance** We are excited to bring on an Investment Accounting Analyst to support the Investment Accounting ... of both hybrid and remote employees. **General Purpose of Job** As an Investment Accounting Analyst , you will be responsible for providing timely and… more
- Regions Bank (Birmingham, AL)
- …Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or ... for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and… more
- CBRE (Birmingham, AL)
- …Posted 14-Feb-2024 Role type Full-time Areas of Interest Accounting /Finance, Administrative, Building Management, Building Surveying/Consultancy , Capital Markets, ... Technology/Information Technology, Environmental Consultancy, Facilities Management, Health and Safety/Environment, Investment Banking, Investment Management, Legal, Loan Servicing,… more
- Truist (Birmingham, AL)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more