Financial Advisory Services Specialist

About the RoleWe are seeking a highly motivated and experienced Financial Advisor to join our team at Coastal Credit Union. As a Financial Advisor, you will play a critical role in helping our members achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement annual business plans to drive growth and revenueUse our approved sales...

About the RoleWe are seeking a highly motivated and experienced Senior Client Service Specialist to join our rapidly growing wealth management practice in our Raleigh, NC Market. As a Senior Client Service Specialist, you will play a key role in serving our clients and successfully operating our market locations under the direction of the Managing...

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...

ACCOUNTING SPECIALISTALTA IT Services is seeking a dedicated Accounting Specialist to provide essential financial support for a non-profit organization focused on healthcare initiatives. The Accounting Specialist will be responsible for: Delivering comprehensive accounting administrative assistance to the organization's affiliates.Ensuring accurate financial...

ACCOUNTING SPECIALISTALTA IT Services is seeking a dedicated Accounting Specialist to provide essential financial support for a healthcare-focused non-profit organization. The Accounting Specialist will be responsible for: Assisting in the management of financial records and transactions.Ensuring accuracy in billing and reconciliation processes.Supporting...

ACCOUNTING SPECIALISTALTA IT Services is excited to present a direct hire opportunity for an Accounting Specialist to assist a healthcare-focused non-profit organization. The Accounting Specialist will be responsible for providing essential financial administrative support to the organization's affiliate. Key Responsibilities: Manage financial records and...

About the RoleWe are seeking a highly skilled and experienced Paraplanner to join our team at Advisor Employee Services. As a Paraplanner, you will play a critical role in supporting our financial advisors in delivering exceptional client service and implementing financial plans.Key ResponsibilitiesClient Service and SupportPrepare advisors for client...

About the RoleWe are seeking a highly motivated and experienced Senior Client Service Specialist to join our team at Prime Capital Financial. As a key member of our client service team, you will play a vital role in delivering exceptional service to our clients and supporting the growth of our business.Key ResponsibilitiesProvide exceptional client service...

ALTA IT Services is currently in search of a skilled Financial Operations Specialist to support a non-profit organization. This full-time role encompasses delivering financial assistance to the client and their associated Accounting Firm. Candidates should possess a minimum of five years of financial experience, along with a Bachelor's degree in a relevant...

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...

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...

Job SummaryWe are seeking a highly skilled Senior Auditor to join our team at First Citizens Bank. As a Senior Auditor, you will play a critical role in ensuring the effectiveness of our internal control system and identifying business risks.Key ResponsibilitiesAudit and Risk Assessment: Execute audit procedures, perform advanced analysis, and provide...

Job Type: Full-time Position Overview:We are looking for a highly skilled professional to take on a senior role that will progress towards overseeing the Financial Services Division.Role Summary:This role will assist the Financial Services Division in delivering expert accounting and financial advisory services tailored for municipal utilities and electric...

Position OverviewWe are looking for a skilled professional to fill a senior role within our Financial Services Department at Booth & Associates LLC.Role Summary:This position will play a crucial role in delivering expert accounting and financial advisory services tailored for municipal utilities and electric cooperatives. Key responsibilities...

Job Type: Full-time Position Overview:We are looking for a highly skilled professional to take on a senior role within our Financial Services Department at Booth & Associates, LLC. This position is pivotal in guiding our financial operations and strategies related to municipal utilities and electric cooperatives.Key Responsibilities:This role will encompass...

Job Type: Full-time Position Overview:We are looking for a highly skilled professional to take on a senior role within our Financial Services Department at Booth & Associates, LLC. This position is pivotal in steering the department towards excellence in financial advisory services tailored for municipal utilities and electric cooperatives.Key...

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...

Position Overview:We are seeking a Senior Financial Analyst to join our team at Cyfle. This role is crucial in providing expert financial guidance and support to municipal utilities and electric cooperatives. Compensation: $130,000.00Essential Qualifications:Over 10 years of experience in utility and rate analysis, particularly within energy sectors such as...