Advisory Solution Consultant, Financial Services

Job DescriptionJob DescriptionJob Description: Lead client engagements in the areas of Cybersecurity Advisory, Managed Security Services, Vulnerability Assessments, Attack & Penetration Studies, Incident Response and Threat Management, Cybersecurity Due Diligence, and Cybersecurity Risk and Compliance Assessments. Lead and direct teams of 2-10 of our...

Job DescriptionJob DescriptionRanked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today’s toughest business challenges with a...

Job SummaryWe are seeking highly motivated and experienced professionals to join our team as Financial Advisory Services Specialists. As a key member of our team, you will be responsible for delivering exceptional financial advisory services to our members, helping them achieve their financial goals and objectives.Key ResponsibilitiesFinancial Planning and...

Job DescriptionJob DescriptionR&D Credits Manager - Tax Credits & Incentives AdvisoryDescriptionThe TCIA (Tax Credits & Incentives Advisory) Practice is comprised of a diverse group of CPAs and tax law experts with numerous years of experience, who help clients with expert tax planning. The group offers unparalleled knowledge and service in the area of tax...

Job OverviewPosition Summary:This role is situated within a financial services environment. The Financial Services Consultant will collaborate closely with Investment Advisors to facilitate investment transactions within the Investment Program. The primary objective will be to cater to a designated client demographic within the broader market.Key...

Company DescriptionAt ServiceNow, our technology makes the world work for everyone, and our people make it possible. We move fast because the world can’t wait, and we innovate in ways no one else can for our customers and communities. By joining ServiceNow, you are part of an ambitious team of change makers who have a restless curiosity and a drive for...

Join Our Mission-Driven TeamRole OverviewThe Investment and Financial Planning Consultant is dedicated to providing tailored advisory and planning services to our members. This role encompasses various financial domains including insurance, investment strategies, trust management, estate organization, and retirement preparation. The goal is to assist members...

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!PurposeThese FAS Specialists are responsible for delivering advisory and planning solutions to members in areas such as insurance, investments, trust services, estate planning, and retirement planning in order to assist members in identifying financial...

Job DescriptionJob DescriptionCompany DescriptionAt ServiceNow, our technology makes the world work for everyone, and our people make it possible. We move fast because the world can’t wait, and we innovate in ways no one else can for our customers and communities. By joining ServiceNow, you are part of an ambitious team of change makers who have a restless...

Job DescriptionJob DescriptionJob Overview:This position is located in a retail bank branch of The Fidelity Bank, NC. The IFC will partner with Financial Consultants in all functions relating to investment sales within the Investment Program structure. The employee in this role will focus on a specific client segment as defined initially by a range of...

Job OverviewAmericor is seeking dedicated Bilingual Financial Solutions Consultants to enhance our operations. Our consultants play a vital role in the organization's achievements, acting as the first point of contact for clients in need of financial assistance. They specialize in developing customized debt relief plans tailored to the unique circumstances...

Job OverviewAs a Financial Services Consultant, you will play a crucial role in assisting clients in achieving their financial aspirations through effective insurance solutions. EMBARK ON A REWARDING CAREERChoose a path where you can positively impact others' lives while advancing your own career both personally and financially. INSURANCE SOLUTIONS WITH...

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Job DescriptionJob DescriptionFinancial Professional - RepresentativeA financial professional who helps clients and business achieve their financial goals by providing advice and solutions. They act as a liaison between clients and financial institutions and have a thorough understanding of financial products and services such as, insurance and retirement...

Join Our Team at State Employees' Credit UnionObjectiveAs a Financial Advisory Services Specialist, you will play a crucial role in providing tailored advisory and planning solutions to our members. Your focus will be on areas such as insurance, investment strategies, trust services, estate management, and retirement planning. The goal is to assist members...

The Tax Advisory Manager plays a crucial role in overseeing the Tax Advisory and Technical Accounting engagement work plans. As a key leader within Centri Business Consulting, LLC, the Tax Advisory Manager is expected to exhibit exceptional project management capabilities, deliver outstanding client service, and provide constructive coaching to team members...

The Tax Advisory Manager is primarily responsible for overseeing the Tax Advisory and Technical Accounting engagement work plans. As a leader within Centri Business Consulting, LLC, the Tax Advisory Manager will exhibit exceptional project management capabilities, outstanding client service, and effective coaching to team members, fostering their technical...

The Tax Advisory Manager plays a crucial role in overseeing the Tax Advisory and Technical Accounting engagement work plans. As a key leader within Centri Business Consulting, LLC, the Tax Advisory Manager is expected to exhibit exceptional project management capabilities, deliver outstanding client service, and provide constructive coaching to team members...

Atria Wealth Solutions is currently in search of a dedicated Investment Consultant to deliver retirement and investment solutions to our clientele. As a key member of our team, you will leverage your sales expertise and interpersonal skills to assist clients in identifying their financial aspirations and requirements.In this role, you will:Develop and...

Job Description: Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging...