Financial Advisor

Job DescriptionThe Financial Partners Credit Union is seeking an experienced Wealth Management Advisor to join our team. In this role, you will be responsible for providing comprehensive wealth management services to our members.We offer a salary range of $95,000 - $135,000 per year, depending on experience and qualifications.Responsibilities:Financial...

About the OpportunityWe are seeking a highly skilled and experienced Financial Consultant to join our team at Financial Partners Credit Union. The ideal candidate will have a strong background in financial planning and analysis, excellent communication and interpersonal skills, and the ability to work effectively in a team environment.The estimated annual...

**Job Description:** Healthcare Financial AdvisorAbout the Job:We are seeking a highly motivated and detail-oriented Healthcare Financial Advisor to join our team at Colorado Center For Reproductive Medicine. As a key member of our billing department, you will be responsible for assisting patients with understanding their insurance benefits and financial...

Job Requirements:To be successful in this role, you will need to have a minimum of 2 years of experience in tax preparation, proficiency in tax preparation software, and strong understanding of federal and state tax regulations. You will also need to possess excellent attention to detail, organizational skills, and communication skills.As a tax professional,...

About the JobThis Financial Consultant position offers an attractive compensation package, with an estimated annual salary range of $90,000 to $120,000, depending on experience.We are seeking a highly skilled and motivated individual to join our team as a Financial Consultant at Financial Partners Credit Union. As a key member of our team, you will be...

Job Title: Senior Finance ManagerEstimated Salary: $150,000 - $200,000 per year.About Us:We are Recruiting Resources, Inc., a thriving and privately held real estate company based in Long Beach, CA. We are seeking a highly skilled and experienced Senior Finance Manager to join our dynamic finance team.The successful candidate will be responsible for leading...

Job Title: Senior Finance ManagerEstimated Salary: $150,000 - $200,000 per year.About the Role:We are seeking an experienced Senior Finance Manager to join our dynamic finance team in Long Beach, CA. The ideal candidate will have a background in tax management, tax strategy, and general ledger (GL) accounting, along with significant experience working with...

Job SummaryWe are seeking a highly skilled Financial Services Expert to join our team at Raymond James in Newport Beach, CA. This role will provide high-quality administrative support to Financial Advisors, their clients, and branch staff members. The ideal candidate will have excellent communication skills, be detail-oriented, and possess the ability to...

Job Title: Senior Financial Advisor - Tax ExpertAbout Us:We are a 55+ year comprehensive financial services firm committed to helping our clients achieve long-term financial security. Our customized approach focuses on growing, protecting, and conserving wealth through exceptional personalized service and expertise.We offer a robust range of service...

Job OverviewThe Recruiting Resources, Inc. is seeking a highly skilled Senior Finance Manager to join its dynamic finance team in Long Beach, CA.About the RoleThe ideal candidate will have a background in tax management, tax strategy, and general ledger (GL) accounting, with significant experience working with Big 4 firms on the tax side.Key...

We are seeking a seasoned professional to spearhead our finance team's operations. As a highly experienced Real Estate Financial Leader, you will be responsible for overseeing tax management, strategy, and general ledger accounting.Key Responsibilities:Tax Management and Strategy:Develop and implement effective tax strategies to optimize the company's tax...

About the JobThis Registered Client Service Associate role at Raymond James Financial Incorporated requires excellent communication and organizational skills, with experience in client relationship management and goal planning software.About UsRaymond James is a leading financial services company with over 60 years of history. We value client-first,...

About UsRaymond James Financial Incorporated is a leading financial services company with over 60 years of history. We value client-first, integrity, independence, and a conservative, long-term view.About the RoleThis Registered Client Service Associate role requires strong communication and organizational skills, with experience in client relationship...

About the RoleWe are seeking an experienced Financial Services Coordinator to join our team. In this position, you will work closely with Financial Advisors to provide expert support and guidance to clients. Your attention to detail and excellent communication skills will enable you to build strong relationships with clients and colleagues alike.

Job SummaryWe are seeking a highly skilled Financial Business Analyst to join our team at Signature Estate & Investment Advisors, LLC. As a key member of our TechOps department, you will play a vital role in bridging the gap between business needs and technology solutions.

Job DescriptionWe are seeking a Senior Administrative Associate to join our team at Raymond James in Newport Beach, CA. This role will involve providing high-level administrative support to Financial Advisors, their clients, and branch staff members. The ideal candidate will have excellent communication skills, be detail-oriented, and possess the ability to...

Job Title: Financial Portfolio ManagerKBS Realty Advisors Inc. is seeking a skilled Financial Portfolio Manager to join our team in Newport Beach, California. The ideal candidate will have a strong understanding of financial modeling and cash flow analysis, with the ability to work independently and collaboratively as part of a larger team.Key...

At Beacon Pointe Advisors, we are seeking a detail-oriented Client Service Associate to join our Newport Beach office. The successful candidate will receive a salary of $55,000 - $65,000 per annum, depending on experience.About the PositionProvide excellent client service through regular communication and issue resolutionMonitor and respond to daily alerts...

Job Title: Senior Finance ManagerEstimated Salary: $150,000 - $200,000 per year.About the Opportunity:We are seeking an experienced Senior Finance Manager to join our finance team in Long Beach, CA. This is an excellent opportunity for a seasoned finance professional to take on a leadership role and drive business growth through strategic planning and...

Transform the future of higher education as a highly influential human resources leader at The California State University (CSU), the nation's largest and most ethnically, economically, and academically diverse four-year university system.We are seeking an extraordinary individual with extensive experience in human resources management and leadership to...