Expert Financial Strategist

About the RoleWe are seeking a highly skilled Financial Planning Expert to join our team at Financial Architects, Inc. As a key member of our team, you will play a crucial role in helping our clients achieve their long-term financial goals.Key ResponsibilitiesProvide expert financial planning support to clients, including creating personalized financial...

Key Responsibilities:As a key member of The Cigna Group, the Benefits Education Strategist will provide advanced professional input to complex sales operations assignments/projects.This role will contribute to projects and processes that improve the operational efficiency and effectiveness of the sales force.The Benefits Education Strategist will support...

Job SummaryThe Trust Accounting Specialist is responsible for creating, assessing, and distributing financial and regulatory reports. This role oversees critical reconciliation activities related to Comerica Trust's outsourced Trust Operations. The specialist serves as the primary contact for reconciliation and reporting activities, handling inquiries from...

Are you passionate about delivering exceptional customer experiences?Ronald Demyers - State Farm Agent is seeking a highly motivated and customer-focused individual to join our team as a Customer Engagement Specialist.Company OverviewWe are a State Farm independent contractor agent dedicated to providing top-notch insurance and financial services to our...

Job Title: Podcast Strategist and Producer Location: This position is onsite at our Los Angeles office in Beverly Hills. Salary: The starting salary for this role is $95,000 annually, with the potential for higher compensation depending on your expertise, experience, and the unique value you bring to the position.About UsWe are an innovative AI-driven CRM...

DescriptionChief Investment OfficerThe CIO will be a key member of the WM Senior Leadership Team and will provide enterprise-wide leadership of Investment Strategy, Portfolio Construction, and enhancement of the Comerica Investment Management brand. The CIO will be a prolific communicator of the Comerica Investment strategy and have the capability both...

Senior Financial Controller position available in the Farmington Hills, Michigan area. This a direct position located at our client location who is an established manufacturing company. Salary range is $90k-$100k. Day time hours. In office position. The Senior Financial Controller will lead finance, accounting and reporting initiatives, including tax...

Your Role The New Product team is responsible for product strategy, planning, development, and go-to-market of new and emerging products, including the development of novel plans, benefit structures, value-added services, customer experiences, networks, and health solutions capabilities. The Product Strategist, Consultant will report to the Product Manager,...

Job Description Trust Accounting and Reporting Specialist The Trust Accounting and Reporting Specialist is primarily responsible for the creation, meaningful assessment, and distribution of financial and regulatory reports. Oversees and executes critical reconciliation activities related to Comerica Trust's outsourced Trust Operations. Serves as the...

Are you passionate about building enduring client relationships and providing comprehensive financial guidance?Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic advice across insurance,...

Job DescriptionWe are seeking a highly skilled Senior Financial Services Representative to join our team at Premier America Credit Union. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our members, providing them with personalized financial solutions to meet their needs.Key...

Candidates located in any of the following cities will be considered:Philadelphia, PA, King of Prussia, PA, Stamford, CT, Boston, MAJob OverviewAs a Health and Benefits Financial/Actuarial Director, you will serve as the financial lead for large, complex client assignments. You’ll leverage your experience as a benefits financial/actuarial expert to make...

Description Candidates located in any of the following cities will be considered: Philadelphia, PA, King of Prussia, PA, Stamford, CT, Boston, MA As a Health and Benefits Financial/Actuarial Director, you will serve as the financial lead for large, complex client assignments. You’ll leverage your experience as a benefits financial/actuarial expert to...

Description Candidates located in any of the following cities will be considered: Philadelphia, PA, King of Prussia, PA, Stamford, CT, Boston, MA As a Health and Benefits Financial/Actuarial Director, you will serve as the financial lead for large, complex client assignments. You’ll leverage your experience as a benefits financial/actuarial expert to make...

Retail Product Manager, Vice PresidentThe Product Manager role will be responsible for a single product and/or portfolio of products. This role will lead the development and implementation of strategy for assigned product(s) as well as the management of related projects. This would include the product design and development, pricing, profitability, product...

Fraud Op Risk Oversight ManagerThe Fraud (external, Internal and Theft) Oversight Manager is responsible for assisting with the strategic development, execution, and overall management 2nd line oversight of Fraud in alignment with ORM framework and corporate objectives. This position will be an extension of the Senior Operational Risk Director and will...

As a leading professional in the field of health and benefits financial strategy, you will have the opportunity to leverage your expertise to drive strategic recommendations on funding, plan design, and innovative financial solutions for large, complex client assignments.Job OverviewThis role is ideal for an experienced benefits financial/actuarial expert...

Company DescriptionEmpowering People to Lead Financially Healthy Lives As a trusted national nonprofit, GreenPath's mission is to empower people to lead financially healthy lives. Financial wellness is a key factor in people's freedom to pursue their dreams. We envision a world where people are ready for life's ups and downs, and we all have the tools we...

Job Description Job Summary Serves as the retail branch consumer and small business lending banker and subject-matter-expert within a traditional bank branch model. Consults with consumer and small business customers to identify, understand, and prioritize financial needs and to deepen relationships. Refers customers to internal and external...

  At Kelly®, we’re passionate about helping you find a job that works for you. How about this one? We’re seeking a Financial Aid Specialist to work at a prestigious college in Auburn Hills. With us, it’s all about finding the job that’s just right. Why you should apply to be Financial Aid Specialist: $20.51 per hour Supportive and inclusive...

Fraud Op Risk Oversight ManagerThe Fraud (external, Internal and Theft) Oversight Manager is responsible for assisting with the strategic development, execution, and overall management 2nd line oversight of Fraud in alignment with ORM framework and corporate objectives. This position will be an extension of the Senior Operational Risk Director and will...

We are looking for an experienced Tax Manager to join our growing team in a wellestablished CPA firm. This role focuses on managing tax preparation and review developing strategies to reduce client tax liabilities and maintaining strong client relationships. The ideal candidate will be detailoriented skilled in tax compliance and comfortable mentoring junior...

Job Title: Head of Finance and ComplianceJob Summary:We are seeking a highly experienced and skilled Head of Finance and Compliance to join our team at Cesna - Recruitment experts worldwide. As a key member of our leadership team, you will be responsible for ensuring the company's financial and regulatory compliance.Key Responsibilities:Hold a regulatory...

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experienceBuild personalized,...