Senior Financial Advisor

Job Summary:The Executive Relationship Director is responsible for developing and executing strategies to drive revenue growth and improve relationships with financial institutions. This role involves working closely with program managers and advisors to develop and execute sales plans, fostering strong relationships with senior executives, and managing a...

About Us">The Financial Times is a leading global news organization, dedicated to delivering high-quality, independent information and services to individuals and companies around the world. Our mission is to provide our readers with the most accurate and comprehensive coverage of business, finance, politics, and culture.We are a dynamic and forward-thinking...

Job SummaryWe are seeking a Proven Financial Advisor Leader to join our team. As a senior member of our team, you will be responsible for leading high-performing teams, developing and implementing business strategies, and driving revenue growth.You will also provide expert guidance on investment products and strategies, as well as build and maintain strong...

About UsThe Financial Times is a leading international news organization with a commitment to delivering high-quality, independent journalism. Our mission is to provide readers with accurate and insightful information on global events, business, and finance.Our CultureWe strive to create an inclusive and supportive work environment that values diversity,...

Job OverviewWe are seeking an experienced Audit Senior Manager to join our team at Hertz Herson CPA LLP. As a key member of our practice, you will serve as a trusted business advisor, providing guidance to help our clients succeed in today's complex and challenging marketplace.The ideal candidate will have 9+ years of experience at a CPA firm, with a...

Job Summary">We are seeking a highly skilled Senior Risk Advisor to join our team in New York. The ideal candidate will have a strong background in risk management, regulatory compliance, and financial services. As a Senior Risk Advisor, you will work closely with clients to assess their risk profiles, develop strategies to mitigate risks, and implement...

As a Strategic Risk Advisor for Financial Institutions, you will play a critical role in helping us navigate the complex world of risk management. We are seeking a highly experienced professional with a deep understanding of risk management principles and practices in the capital markets industry.The estimated salary for this role is $220,000 - $270,000 per...

As a Senior Financial Advisor - Renewable Energy, you will play a critical role in advising clients on financial matters related to renewable energy projects. This includes developing financial models, analyzing data, and providing expert advice on project finance.The estimated annual salary for this position is $100,000-$130,000, based on industry standards...

A highly skilled professional is sought after by Tandym Group to take on the role of Senior Business Advisor. This individual will be responsible for overseeing financial services and ensuring high-quality delivery to clients.Key Responsibilities:Prepare financial statements, tax returns, and other documentationAssist in planning, fieldwork, and wrap-up...

About the Role:The Strategic Financial Advisor is responsible for providing financial guidance and support to key business initiatives at Flagstar Bank. This role involves working closely with senior management to analyze financial data, identify trends, and make recommendations.Key Responsibilities:Develop and maintain financial models to forecast future...

As a Senior Financial Planning Manager at our organization, you will be responsible for driving business growth through innovative tax strategies. You will develop and implement tax-efficient structures for complex real estate transactions, ensuring seamless execution and regulatory adherence.Responsibilities:Lead and manage tax compliance, reporting, and...

Capital Markets ExpertiseDucera Partners is seeking a seasoned Director to lead our Capital Markets team. This individual will be responsible for advising clients on complex capital raising transactions, developing strategic financing solutions, and mentoring junior team members. We are looking for a highly motivated and skilled professional with a strong...

Job Summary:The Executive Director, Financial Services Relationship Specialist will be responsible for managing a portfolio of financial institution clients. The goal is to build and maintain strong relationships with key decision-makers at each institution.Key Responsibilities:Develop and implement client relationship management strategies.Collaborate with...

Key ResponsibilitiesAs a Senior Accounting Advisor, you will be responsible for working independently and as part of a team to deliver high-quality financial advisory services to clients. You will also be required to obtain CPA (or in process) and have at least 1-2 busy seasons of experience as a Senior.

Company OverviewWe are a leading national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from offices across the country.Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are...

Job Overview:The Vice President, Relationship Manager at Advisor Group will oversee all aspects of the territory and be responsible for all relationships, strategic initiatives, goals, activities, and delivery of key resources to financial institutions. This role involves working directly with program managers & advisors to drive sales and revenues,...

About Ameriprise Financial Services We foster long-term relationships with our clients by providing personalized financial guidance and tailored recommendations. Our approach is centered around understanding each client's unique needs, goals, and risk preferences. We take the time to listen and develop comprehensive plans that address their priorities. Role...

The Importance of Wealth Management ConsultingWealth management is a critical component of the financial services industry, and our team specializes in delivering tailored solutions to meet the unique needs of our clients.Senior Wealth Industry Advisor RoleThis role involves working closely with clients to deliver strategic engagements and pursue new...

Job SummaryThe Vice President, Relationship Manager will be responsible for managing a territory of financial institutions. This role will oversee all aspects of the territory, including relationships, strategic initiatives, goals, activities, and the delivery of key resources to the financial institutions. The ideal candidate will have excellent listening,...

We are looking for an Executive Financial Services Manager to join our Advisor Group team. The successful candidate will have a strong background in relationship management and a proven track record of driving business growth. In this role, you will oversee all aspects of our Financial Institutions territory, including developing and executing strategies to...