Financial Management Advisor

About the RoleWe are looking for a highly skilled Financial Operations Specialist to join our team at MV Financial Group and MV Capital Management Inc.This is a full-time position with an estimated annual salary of $70,000-$90,000 based on experience.Main ResponsibilitiesDirectly interfacing with clients to fulfill their service needsSupporting operational...

Job OverviewWe are seeking a skilled Financial Analyst to join our team at Matheson Financial Advisors, Inc. in Washington D.C. area.The ideal candidate will have a Bachelor's degree in Accounting, Finance, Business or related field and 1-2 years of experience in business valuation, investment banking, corporate banking, transaction advisory, public...

Job OverviewWe are seeking a highly motivated Risk Management Advisor to join our team at Simplex. This is an exciting opportunity for an early-career professional looking to break into the world of Wealth Management.The successful candidate will have 0-2 years of experience and be eager to learn and grow with our company. As a Risk Management Advisor, you...

About the RoleWe are seeking a seasoned Financial Reporting Manager to lead our accounting team. This key position is responsible for overseeing financial reporting, ensuring compliance with statutory accounting principles and generally accepted accounting practices, and guiding team members in their roles.Key ResponsibilitiesCoordinate preparation of...

Simplex is a dynamic and growing Wealth Management Firm seeking an experienced professional to fill the role of Manager of Client Services. The ideal candidate will have a strong background in Client Services leadership and a proven track record of success in the Wealth Management industry.Job Summary:This role involves overseeing a team that provides client...

Military Transition Support AdvisorCareer Transition Resources (CTR) Management Group LLC is searching for a dedicated Military Transition Support Advisor to join our team. As a key member of our organization, you will be responsible for providing expert guidance and support to military personnel and their families navigating the transition to civilian...

About MV FinancialMV Financial Group, MV Capital Management Inc. is an asset management firm dedicated to delivering high-quality research, service, and strategic thinking to our clients. Our comprehensive range of investment and advisory services caters to institutional clients, private investors, and Registered Investment Advisors (RIAs).We offer...

Sigature Estate & Investment Advisors, LLC is seeking a highly skilled Estate and Investment Advisor Assistant to join our team. As an Estate and Investment Advisor Assistant, you will provide administrative support to our estate and investment advisors, assist with client meetings, and help to develop and implement investment strategies.The estimated annual...

Job OverviewMV Financial Group, MV Capital Management Inc. is seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our operations department, this individual will play a crucial role in ensuring the smooth functioning of our client services and portfolio management processes.Salary: $65,000 - $80,000 per year.

Company OverviewThrivent Financial is a holistic financial services organization dedicated to serving the unique needs of its customers. With over 100 years of experience, Thrivent has been helping people build their financial futures and live more generous lives.About the RoleWe are seeking an Administrative Coordinator to provide critical support to our...

Job SummaryMV Financial Group and MV Capital Management Inc. are seeking a dedicated Portfolio Support Associate to support our daily operations.This is a salaried position with an estimated annual salary of $60,000-$80,000 based on experience.Key ResponsibilitiesPrimary point of contact for clients regarding service requests and inquiriesCoordinating and...

Job OverviewMV Financial Group and MV Capital Management Inc. are seeking a skilled Client Services Coordinator to join our team.This is a salaried position with an estimated annual salary of $65,000-$85,000 based on experience.ResponsibilitiesInterfacing directly with clients to complete service requestsAssist & coordinate operational procedures, including...

Key Skills and QualificationsTo succeed as a Financial Client Associate, you will require proficiency in Microsoft Office, experience in client servicing and operations at a financial firm, and prior experience working with portfolio management software.We offer competitive compensation based on experience, including a salary of $55,000 - $65,000 per annum,...

Job DescriptionAt JTB International Inc., we are seeking a highly skilled Financial Planning Coordinator to provide direct support to our Lead Advisors. This role is responsible for gathering data, designing financial plans, developing and presenting plans to clients, and coordinating with Advisor teams.The ideal candidate will possess strong organizational...

Key ResponsibilitiesAs a Compliance Officer - Financial Reporting, you will be responsible for ensuring our company's financial reporting meets all regulatory requirements. This includes coordinating the preparation of financial statements and related schedules/exhibits for internal management and regulatory agencies.You will also oversee compliance with...

About the RoleWe are looking for a highly organized and detail-oriented Financial Planning Assistant to provide direct support to our Financial Advisors in creating comprehensive financial plans for clients.

**About the Role**We are seeking a Financial Services Specialist to join our team at Illinois Farm Bureau. As a Financial Services Specialist, you will be responsible for establishing and setting up products and services for all types of Credit Union accounts.This is an exciting opportunity to work in a dynamic environment where you will drive and promote...

About the RoleWe are seeking a highly skilled and motivated Financial Services Specialist to join our team. This role is ideal for someone who is passionate about building strong relationships with clients and providing exceptional service.In this position, you will work closely with financial advisors to help clients achieve their long-term financial goals....

About Matheson Financial AdvisorsMatheson Financial Advisors, Inc. is a boutique corporate finance advisory firm that has 21 years of experience providing specialized business valuation, ownership transition planning, ESOPs, mergers and acquisitions representation, and strategic advisory services.We focus on the Architectural, Engineering, Environmental...

**Job Overview**COUNTRY Financial is seeking a highly skilled Member Services Representative to join our team. As a Credit Union Financial Solutions Specialist, you will be responsible for establishing and setting up products and services for various Credit Union accounts.The ideal candidate will have excellent communication and interpersonal skills, as well...