VP, Financial Consultant
4 weeks ago
Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.Schwab’s branch team is at the heart of our firm’s commitment tohelping clients own their financial futures. In this exciting role, you’llgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. You’ll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you.What you haveRequired Qualifications:A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications:Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate PlanningAbility to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles SchwabPursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration processWhat’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.We offer a competitive benefits package that takes care of the whole you – both today and in the future:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance
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VP, Financial Consultant
4 weeks ago
Stamford, CT, United States Charles Schwab Full timePosition Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial...
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Manager Financial Reporting
6 days ago
Stamford, United States Gerald Group Full timeResponsibilities: Assist in the management of the preparation of the Consolidated Financial statements and reporting to external and internal parties under IFRS. Assist in the preparation of the annual and quarterly reporting on global basis. Preparation of individual company annual statutory financial statements and reporting under local (i.e. UK or Swiss)...
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Manager Financial Reporting
1 day ago
Stamford, United States Gerald Group Full timeResponsibilities: Assist in the management of the preparation of the Consolidated Financial statements and reporting to external and internal parties under IFRS. Assist in the preparation of the annual and quarterly reporting on global basis. Preparation of individual company annual statutory financial statements and reporting under local (i.e. UK or Swiss)...
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Manager Financial Reporting
2 weeks ago
Stamford, United States Blake Smith Staffing, LLC Full timeAbout the job Responsibilities: Assist in the management of the preparation of the Consolidated Financial statements and reporting to external and internal parties under IFRS. Assist in the preparation of the annual and quarterly reporting on global basis. Preparation of individual company annual statutory financial statements and reporting under local...
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VP, Treasury Manager
4 days ago
Stamford, United States Atlantic Group Full timeFirm : $10B+ Private Investment / Venture Capital Firm Role: Treasury Manager, VP Overview: Responsible for the day-to-day operational aspects of the firm’s treasury operations including cash management, debt management, investment settlement, cash projection and other financial affairs. Establish and maintain treasury policies and procedures. Job...
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VP, Treasury Manager
2 weeks ago
Stamford, United States Atlantic Group Full timeFirm: $10B+ Private Investment / Venture Capital Firm Role: Treasury Manager, VP Overview: Responsible for the day-to-day operational aspects of the firms treasury operations including cash management, debt management, investment settlement, cash projection and other financial affairs. Establish and maintain treasury policies and procedures. Job...
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VP, Treasury Manager
3 weeks ago
Stamford, United States Atlantic Group Full timeFirm: $10B+ Private Investment / Venture Capital FirmRole: Treasury Manager, VPOverview: Responsible for the day-to-day operational aspects of the firm’s treasury operations including cash management, debt management, investment settlement, cash projection and other financial affairs. Establish and maintain treasury policies and procedures.Job...
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VP, Treasury Manager
5 days ago
Stamford, United States Atlantic Group Full timeFirm: $10B+ Private Investment / Venture Capital FirmRole: Treasury Manager, VPOverview: Responsible for the day-to-day operational aspects of the firm’s treasury operations including cash management, debt management, investment settlement, cash projection and other financial affairs. Establish and maintain treasury policies and procedures.Job...
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VP, Treasury Manager
2 weeks ago
Stamford, United States Atlantic Group Full timeFirm: $10B+ Private Investment / Venture Capital FirmRole: Treasury Manager, VPOverview: Responsible for the day-to-day operational aspects of the firm’s treasury operations including cash management, debt management, investment settlement, cash projection and other financial affairs. Establish and maintain treasury policies and procedures.Job...
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Manager, Technical Accounting
7 days ago
Stamford, United States Blake Smith Staffing, LLC Full timeManager, Technical Accounting & Financial Reporting to assist in the management of the worldwide Accounting organization and spearhead our technical accounting efforts. The individual will be responsible for researching, interpreting and applying technical and complex accounting standards, accounting for acquisitions and specific business transactions on a...
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VP, IT Business Partner
3 days ago
Stamford, United States Aspen Insurance Group Full timeSince Aspen was founded in 2002, we have become a leading, diversified specialty insurance and reinsurance company. We respond thoughtfully and creatively to find the best outcomes for our clients and business partners through carefully-tailored solutions. We believe the way we work is just as important as the work we do, and we are guided by our core values...
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VP of Accounting
4 weeks ago
Stamford, United States Elite Placement Group Full timeResponsibilities •Assist in the management and completion of the monthly financial close •Manage and mentor a team of accountants, currently 3 •Preparation and analysis of financial statements, assume lead role for external financial and regulatory reporting •Improve, formalize, and partner with Technology to improve/automate processes while...
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VP, IT Business Partner
2 weeks ago
Stamford, United States Aspen Insurance Group Full timeSince Aspen was founded in 2002, we have become a leading, diversified specialty insurance and reinsurance company. We respond thoughtfully and creatively to find the best outcomes for our clients and business partners through carefully-tailored solutions. We believe the way we work is just as important as the work we do, and we are guided by our core values...
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Financial Analyst
2 days ago
Stamford, United States Stamford Health Full timeJob Description Stamford Health is looking for a fulltime Financial Analyst to join the team. This is a Monday-Friday position. This position is responsible for contract modeling as it pertains to the Health Systems managed care contracts along with maintaining databases and the requisite contracts. Reporting and analysis of payments along with verifying...
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Financial Analyst
12 minutes ago
Stamford, United States Stamford Health Full timeJob Description Stamford Health is looking for a fulltime Financial Analyst to join the team. This is a Monday-Friday position. This position is responsible for contract modeling as it pertains to the Health Systems managed care contracts along with maintaining databases and the requisite contracts. Reporting and analysis of payments along with verifying...
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Accounting Advisory
3 weeks ago
Stamford, United States CFGI Full timeConsultant – Accounting Advisory / Technical AccountingOur consultants work as part of a team with other CFGI professionals, Big 4 auditors and client management on all facets of the engagements, including analyzing financial information, interviewing client management, identifying key issues, report writing, participating in meetings and developing a...
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Senior Manager, Financial Reporting
3 weeks ago
Stamford, United States AXA Group Full timeSenior Manager, Financial Reporting & Accounting Stamford, Connecticut, USA The role of Senior Manager, Financial Reporting & Accounting is part of AXA XL’s Chief Accounting and Capital Officer (CACO) team. The successful candidate will oversee AXA XL’s Accounting Policy function. This includes interpreting accounting standards, leading technical...
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Portfolio Consultant
2 weeks ago
Stamford, United States Grayscale Investments Full timeGrayscale Investments is the world's largest digital currency asset manager. Through its family of investment products, Grayscale provides access and exposure to the digital currency asset class in the form of a traditional security without the challenges of buying, storing, and safekeeping digital currencies directly. With a proven track record and...
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Portfolio Consultant
15 minutes ago
Stamford, United States Grayscale Investments Full timeGrayscale Investments is the world's largest digital currency asset manager. Through its family of investment products, Grayscale provides access and exposure to the digital currency asset class in the form of a traditional security without the challenges of buying, storing, and safekeeping digital currencies directly. With a proven track record and...
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Regional Controller
1 week ago
Stamford, United States Hoxton Circle Full timeLooking for your next career move as a Regional Controller? Look no further! We are seeking a Regional Controller to join our team in the Northeast. As the Regional Controller, you will work under the direction of the VP of Finance to oversee, manage, and review all accounting and finance operations across all locations in the region. You will be responsible...
