Financial Planning Coordinator

The FP Coordinator's primary responsibility is to act as the liaison between the Firm Financial Advisors, the Wealth Strategies Division’s Financial Planning team, and the home office. All requests are filtered through the coordinator to ensure consistency and effective communication throughout the process. Responsible for tracking, processing, and...

Financial Planning and Analysis Manager Company Overview:Our client is a fast-growing, venture-backed energy management company that provides energy savings with no upfront costs through its unique Energy Efficiency-as-a-Service solution. By integrating cutting-edge technology, capital, and expertise, they deliver the most energy-efficient upgrades such as...

Financial Planning Consultant OpportunityWe are seeking a skilled Financial Planning Consultant to join our team at Vaco. As a key member of our team, you will be responsible for providing expert financial planning services to our clients.Requirements:4-5 years of experience in financial planning or case design7 & 66 or 6, 63,65 certification requiredCFP...

Grant Coordinator Department:                 AdministrationReports To:                   Planning/Development DirectorFLSA Classification:       ExemptWage Range:                10/11 ($38.74 - $42.45 per hour DOQ)Work Location:             On-sitePosition SummaryThe Grant Coordinator, under...

About RightCapitalRightCapital is a cutting-edge financial tech startup that provides innovative holistic financial planning software. We were recently recognized as one of Connecticut's Best Fintech companies by The Daily Finance.Our journey began as a group of entrepreneurs working from a garage in Connecticut, and we've since grown to become the 3rd...

RightCapital is a cutting-edge financial tech startup that provides innovative financial planning software. Our company has experienced tremendous growth, and we are now the 3rd largest financial planning technology company in the US. We are committed to helping financial advisors add value to their clients, and we have our eyes set on growing our company to...

Credit and Financial AnalystWe are seeking a detail-oriented and proactive Credit and Financial Analyst to manage and optimize our credit and collections processes. In this role, you will be responsible for assessing creditworthiness, managing accounts receivable, and ensuring timely collection of outstanding invoices.Key Responsibilities:Process all credit...

The Medical Services Coordinator role at South Puget Intertribal Planning Agency involves overseeing the entire grant life cycle, from application development to post-award management and close-out activities. This position requires strong organizational and time-management skills, with the ability to coordinate multiple projects and meet...

Procyon Partners – Relationship Manager/Financial Advisor – Hybrid Overview: Procyon is a growing RIA seeking an additional experienced relationship manager to provide primary client coverage responsibilities for private clients that will be assigned to you. You will play a pivotal role in fostering strong and lasting relationships with our clients. This...

Location:Vista OncologyPay Range:$20.48 - $34.12Job Description Summary:A Financial counselor serves as the liaison between the patient and the practice by coordinating payments, assistance, monitoring patient balances, and streamlining communication of the financial responsibilities of our patients. Performs the quality control function for...

Location:Vista OncologyPay Range:$20.48 - $34.12Job Description Summary:A Financial counselor serves as the liaison between the patient and the practice by coordinating payments, assistance, monitoring patient balances, and streamlining communication of the financial responsibilities of our patients. Performs the quality control function for...

We are seeking a highly skilled Bookkeeper to manage our financial transactions. In this role, you will be responsible for processing customer estimates, invoices, and payments accurately and in a timely manner. Your duties will include creating invoices, maintaining detailed records of payments and account statuses using QuickBooks, and communicating with...

About the RoleRightCapital is seeking a highly motivated Sales Development Representative to join our team in Shelton, CT. As a Sales Development Representative, you will be responsible for leveraging Salesforce to assess our current pipeline of advisors, managing a pipeline of leads, and booking sales demonstrations for our Sales Associates.Key...

*Type: * On Site / Not Remote or Hybrid. Are you an accomplished financial professional ready to take on a pivotal role? We are seeking an experienced Financial Controller to oversee our accounting functions at Little Creek Casino Resort. Your expertise will be essential in ensuring regulatory compliance, maintaining financial stability, and guiding...

Job DescriptionJob Summary:The Chief Financial Officer directs financial activities for the Squaxin Island Tribe, which includes budgeting, accounting, auditing, and financial analysis. This position promotes strategic planning and positive collaborations with department directors. Responsible for the hiring and management of finance staff, and ensuring...

Job Title: Financial AdvisorThe Financial Advisor is a key role at Cetera Investment Services LLC, responsible for providing expert financial planning, investment advice, and wealth management services to our clients. This position requires a strong understanding of financial markets, products, and services, as well as excellent communication and...

Job DescriptionFYIsoft, a leading provider of cloud financial reporting software, is seeking a skilled Financial Analyst to join their team.This role offers a unique opportunity to work with a cutting-edge financial reporting solution and contribute to the company's growth.Key Responsibilities:Conduct in-depth financial analysis and create data-driven...

Part-time Bookkeeper Why This Bookkeeper Opportunity? Small company, established in 2007, not a high volume. Secure organizations. No sales issues, strong relationships with vendors. Not a political or corporate environment. Not a clock-in and clock-out environment. Ability to have hands in a little bit of everything. Casual environment - Jeans is...

Part-time Bookkeeper Why This Bookkeeper Opportunity? Small company, established in 2007, not a high volume. Secure organizations. No sales issues, strong relationships with vendors. Not a political or corporate environment. Not a clock-in and clock-out environment. Ability to have hands in a little bit of everything. Casual environment - Jeans is...

Job OverviewKoala Insulation of Southern Connecticut is seeking an experienced Senior Operations Coordinator to oversee daily operations and drive business growth.Key ResponsibilitiesHiring and TrainingSelect, interview, and onboard new team members to ensure a skilled and motivated workforce.Develop and implement comprehensive training programs to enhance...