Be in Business for Yourself, not By YourselfEnjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful. Job Description Thrivent is a different kind of financial services provider. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and …
Finance Summer Associate
WHO WE ARE: Facktor is a healthcare consulting firm servicing primarily Federally Qualified Health Centers (FQHCs), along with hospitals, health plans, medical groups, academic programs, Independent Physician Associations (IPAs), and foundations to assure profitable financial modeling, strategic planning and expansion, as well as maximization of grant and operational revenue and compliance with regulatory agencies and review bodies. Facktor provides guidance related to clinic development including financial and operational assessments, quality improvement, strategic planning, and development of Health Resources and Services …
Financial Advisor
A Career Filled With Possibilities Have you ever considered a career where you help others prepare for life and unexpected moments? One that helps clients reach their financial goals so their children are able to attend college; so mortgage and medical expenses are able to be paid; and so their retirement dreams are fulfilled. Whether you’re thinking about a career change, looking to expand your practice, completely starting fresh – we offer all of the start-up support/resources and a complete, …
Click Here to See What a Day in the Life of a Client Specialist Looks Like! As a Client Specialist, you will: Be responsible for the client service and business operation functions of one or more Financial Advisors following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning …
Click Here to See What a Day in the Life of a Client Specialist Looks Like! As a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge …
accountant
Position: accountantHarwars Biopharm, located in Los Angeles, a technology-driven enterprise focusing on drug evaluation, technical services, and biopharmaceutical research, is actively seeking an experienced and passionate Finance Manager to contribute significantly to our financial management and strategic planning.Responsibilities:1.Financial Planning and Analysis:•Develop and execute financial strategies in support of company goals.•Conduct comprehensive financial analysis to provide decision support.2.Budgeting and Forecasting:•Lead the budgeting and forecasting processes, ensuring accurate alignment with organizational objectives.•Monitor and report budget variances, proposing corrective actions.3.Financial Reporting:•Prepare and present …
Tax Compliance Management Trainee
We are seeking an eager, motivated management trainee to join our growing organization. In this position, you will be given the unique opportunity to gain the knowledge and experience required to become a successful leader at DMA. Throughout the course of this fast-track management trainee program, the trainee will obtain the skills vital to understanding the business needs of the department, work directly with directors and vice presidents throughout the company, develop the skills to lead employees, oversee client engagements …
Financial Planning Associate
$4B+ AUM, ENTREPRENEURIAL SPIRIT, SEC RIA Our client is a large wealth management firm committed to assisting clients in every aspect of their financial lives. They pride themselves in the diversity and inclusion within the team. The growth of the firm has been fueled by the entrepreneurial spirit of all the employees. They offer the ideal candidate the resources to build their career with a greater sense of purpose alongside a successful team. WHAT YOU WILL GET TO DOLearn the …
Financial Professional Intern
With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will:· Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives· Build and maintain …