Holistic Financial Solutions Manager

About the Role:We are seeking an experienced Full Stack Engineer to join our team at Holistic AI. As a key member of our development team, you will play a pivotal role in designing, developing, and maintaining robust software applications.Your Key Responsibilities Will Include:Collaboration with cross-functional teams: Work closely with product managers,...

We are seeking a highly experienced Holistic Advice Leader to join our team. As a leader in personal finance, you will work with clients to provide guidance on saving, retirement, and debt management.About the Role: In this role, you will be responsible for leading our client advising efforts. You will work closely with clients to understand their financial...

About the Role:">The Financial Services Portfolio Manager position at BMO Financial Group offers a unique opportunity to work with a diverse group of clients and build long-term relationships.The ideal candidate will have a deep understanding of banking products and services, as well as excellent communication and interpersonal...

Your Role at GoismoEnhance user experience through strategic decision-making.Process transactions efficiently and securely.Maintain compliance with industry standards and regulations.RequirementsCertified Financial Planner (CFP) certification or equivalent experience.Strong analytical and problem-solving skills.Excellent communication and interpersonal...

Job ResponsibilitiesThe primary responsibilities of this role include:Managing a portfolio of clients with annual revenues between $25 million and $250 million.Acquiring new business, enhancing existing relationships, and closing profitable transactions.Collaborating with product specialists to design and deliver financial solutions to clients and...

OverviewBMO Financial Group is a leading bank with a strong commitment to helping mass affluent clients achieve their financial goals. Our team of experienced professionals works closely with clients to understand their needs and develop tailored solutions.

At OneMain Financial, we empower customers by providing access to responsible and affordable financing solutions. As a Consumer Loan Specialist, you will learn the lending and servicing business, allowing you to grow your career and make a meaningful impact in people's lives.About the RoleYou will deliver results related to individual and branch sales goals,...

Job Title: Senior Holistic TherapistThe Redmint urban wellness sanctuary is seeking a skilled Senior Holistic Therapist to join our team. As a key member of our staff, you will administer professional deep tissue massages and other specialty bodywork services to our clients.In this role, you will possess excellent communication skills and be able to learn...

Role OverviewWe are seeking a skilled Financial Solutions Professional to join our team in the Americas. This is a unique opportunity to leverage your sales expertise and contribute to the growth of our Wealth Management business.About UsLSEG (London Stock Exchange Group) is a global leader in financial markets infrastructure, providing multi-asset class...

About the RoleAs a health/medicare/aca agent seeking better opportunities, you have the chance to elevate your income and future with MacDonald Financial Solutions. With our platform, ambitious individuals can make a substantial income and grow as independent life insurance agents. We're looking for partners who can take control of their career and build a...

At LHH Recruitment Solutions, we are seeking an exceptional Chief Financial Operations Manager to join our team in San Francisco, CA. This is a hybrid role that offers the perfect blend of finance and management skills.Salary: $105,000.00 to $115,000.00 per yearJob OverviewWe are looking for a highly skilled accounting professional with at least three years...

What We OfferWe offer a unique opportunity for a highly motivated individual to join our team as a Relationship Manager. As a key member of our team, you will be responsible for building relationships with clients to meet their financial needs. You will also be responsible for following established processes and guidelines in daily activities to do what is...

Role Description:The Financial Planning Specialist is a key member of the Wealth Management team, responsible for providing tailored financial planning and wealth management advice to affluent clients. This role requires a strong understanding of financial markets, products, and services, as well as excellent communication and relationship-building...

About the RoleAs a Consumer Loan Sales Specialist at OneMain Financial, you will play a vital part in empowering customers by listening to their needs and providing them with friendly, fast, and affordable financing solutions for life's expenses.This role offers an excellent opportunity to learn the lending and servicing business, allowing you to grow your...

About the Position: As a Financial Solutions Expert, you will be responsible for providing expert advice and guidance to clients on financial matters. This includes analyzing financial and cash flow statements to assess and analyze financial conditions of companies and industry trends. You will work closely with product specialists to design and deliver...

We're excited to offer a unique opportunity for motivated sales professionals to join our team as Loan Solutions Advisors at OneMain Financial. This role offers a chance to make a meaningful impact on customers' lives while developing a successful career in finance.About the OpportunityIn this role, you'll work directly with customers to understand their...

Company OverviewHalcyon Financial Technology, L.P. (HalcyonFT) is a leading provider of IT solutions to private equity, hedge fund, investment management firms, and family offices.We pride ourselves on delivering exceptional client service at every level and in every interaction. Our commitment to client satisfaction is unwavering, and we strive to exceed...

About the JobWe are seeking a highly skilled Full Stack Software Developer to join our team at Holistic AI. As a key member of our development team, you will be responsible for designing, developing, and maintaining robust software applications.Key ResponsibilitiesCollaborate with product managers, designers, and other engineers to define project...

Overview:As a Senior Premier Relationship Manager at BMO Financial Group, you will have the opportunity to make a real impact in the lives of our clients. With a strong background in financial services and a passion for building relationships, you will be able to help our clients achieve their financial goals and grow their...

About UsColumn is a cutting-edge banking and software company that streamlines the financial services space by providing technology-forward banking solutions. Our team of experts has founded and scaled companies like Plaid, Square, SoFi, Blend, and Affirm, understanding the complexities of traditional banks and infrastructure stacks.We aim to simplify and...