Financial Planning Expert
3 days ago
Major wealth management firm dedicated to providing personalized investment solutions seeks a highly motivated Financial Advisor. The ideal candidate will work closely with individuals, families, and businesses to develop comprehensive financial plans and build lasting relationships.
Key Responsibilities:
- Build strong relationships with clients by understanding their financial goals and risk tolerance.
- Develop personalized financial plans that encompass retirement planning, tax strategies, estate planning, and investment management.
- Provide expert advice on investment opportunities, portfolio management, and asset allocation.
- Stay informed about market trends to offer informed recommendations.
- Maintain industry knowledge and adhere to company policies.
Qualifications:
- Proven experience as a Financial Advisor or similar role.
- Strong communication and interpersonal skills.
- Knowledge of investment products, financial planning principles, and regulatory requirements.
- Ability to work independently and as part of a team.
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Financial Analyst, Planning Expert
4 weeks ago
Omaha, Nebraska, United States Carson Group Holdings, LLC Full timeJoin Our Team as a Financial AnalystWe are seeking a highly analytical and driven individual to join our team as a Financial Analyst. The ideal candidate will have strong financial acumen, excellent communication skills, and the ability to turn complex data into clear, actionable insights.Key Responsibilities:Financial Forecasting & Budgeting: Develop...
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Financial Planning Expert
3 days ago
Omaha, Nebraska, United States IntelliPro Group Inc. Full timeRequirements and QualificationsTo be successful in this role, you should have the following qualifications:Ability to complete multiple tasks under time constraints.Ability to ascertain how transactions affect all areas of financial statements.Ability to function well under pressure.Excellent communication skills (oral and written), including the ability to...
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Omaha, Nebraska, United States BizTek People, Inc. | APA International Placement Consultants Full timeJob Title: Financial Analyst">">The primary function of this role is to provide accurate and timely financial information to support business decisions. This includes preparing and analyzing financial reports, budgets, and forecasts.">Key Responsibilities:">">Liaise with various stakeholders to gather financial data and information.">Prepare and analyze...
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Manufacturing Financial Expert
1 week ago
Omaha, Nebraska, United States LALA US, Inc Full timeJob OverviewLALA US, Inc. is seeking a highly skilled Manufacturing Financial Expert to join our team. This is an on-site position that requires expertise in financial resource management to improve financial performance and internal control.Key ResponsibilitiesIdentify areas of opportunity in factory spending and implement actions to ensure control and...
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NetSuite Financials Expert
4 days ago
Omaha, Nebraska, United States Talent Navigation Experts Full timeAbout the Role:We're seeking a skilled NetSuite Financials consultant to join our team at Talent Navigation Experts. As a key member of our staff, you will work closely with clients to provide strategic advice and foster strong relationships.You will manage multiple projects simultaneously, ensuring timely delivery and exceeding client expectations. With a...
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Business Financial Expert
4 days ago
Omaha, Nebraska, United States BizTek People, Inc. | APA International Placement Consultants Full timeSince 1996, BizTek People, Inc. | APA International Placement Consultants has been a leading provider of placement consulting services to the technology industry. We offer a competitive salary and benefits package to qualified candidates. Our team is dedicated to delivering exceptional service to our clients and helping them achieve their goals. If you are...
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Financial Modeling Expert
1 week ago
Omaha, Nebraska, United States Bridgepoint Investment Banking Full timeAbout the RoleWe are seeking a highly skilled Financial Modeling Expert to join our team at Bridgepoint Investment Banking. This is an exciting opportunity for a motivated individual to work in a fast-paced, entrepreneurial environment focused on delivering top-notch results for family and founder-owned businesses.Key Responsibilities:Financial Modeling:...
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Financial Planning Analyst
4 days ago
Omaha, Nebraska, United States Frankel Full time**Job Summary**We are seeking a highly skilled Staff Accountant to join our team at Frankel, one of Nebraska's largest local CPA Firms. With a strong focus on innovation, intelligence, and integrity, we provide our clients with specialized knowledge and effective results through continual improvement, cutting-edge technology, and refined efficiency.About...
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Omaha, Nebraska, United States Talent Navigation Experts Full timeJob OverviewWe are seeking an experienced NetSuite Financial Consultant to join our team at Talent Navigation Experts. As a key member of our organization, you will be responsible for helping businesses enhance their financial and operational processes using NetSuite ERP solutions.About the RoleThis is a unique opportunity to work with a leading provider of...
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Senior Financial Strategist
4 weeks ago
Omaha, Nebraska, United States Carson Group Holdings, LLC Full timeJob OverviewAs a Senior Financial Strategist, you will play a pivotal role in shaping the financial futures of High Net Worth (HNW) and Ultra High Net Worth (UHNW) families with complex financial needs. Reporting to our Wealth Strategists and Senior Wealth Advisors, you will provide expert planning support to deliver comprehensive wealth plans that address...
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Financial Services Expert
1 week ago
Omaha, Nebraska, United States Frankel Full timeAccounting Specialist Job OpportunityWe are seeking an experienced Staff Accountant to join our Client Accounting Services department at Frankel, LLC. This role offers a challenging work environment with opportunities for professional growth and development.Key Responsibilities- Work closely with clients to perform bookkeeping functions- Analyze financial...
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Financial Operations Expert
3 days ago
Omaha, Nebraska, United States HorsePower Brands Full timeAccounting Leadership RoleHorsePower Brands is seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will play a key role in driving financial growth and ensuring compliance with regulations.Estimated Salary: $80,000 - $100,000 per yearResponsibilitiesThe Senior Accountant will be responsible for:Developing and maintaining...
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Financial Compliance Expert
1 week ago
Omaha, Nebraska, United States Jobot Full time**Job Description:**We are seeking an experienced Senior Tax Accountant to join our finance team at Jobot. As a senior member of our team, you will be responsible for preparing, reviewing, and filing corporate tax returns, maintaining accurate tax records, and providing expert guidance on tax-related issues.Key Performance Indicators (KPIs):Accuracy and...
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Financial Analyst
2 weeks ago
Omaha, Nebraska, United States BizTek People, Inc. | APA International Placement Consultants Full timeWe are seeking a highly skilled Business Financial Expert to join our team at BizTek People, Inc. | APA International Placement Consultants. As a key member of our organization, you will be responsible for compiling and preparing financial reports, providing variance analysis, and serving as a liaison to Operations' region management and budget...
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Tax Expert with Financial Analysis Skills
4 weeks ago
Omaha, Nebraska, United States Premier Business Services Full timeSenior Tax Associate Job DescriptionKingsley, IA location requires relocation or commute.We offer a comprehensive benefits package, including health insurance, dental insurance, and disability insurance. Enjoy a flexible schedule that promotes work-life balance, along with opportunities for career growth. Paid time off and a retirement plan are available to...
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Financial Leadership Role
1 week ago
Omaha, Nebraska, United States Jobot Full timeSenior Tax Manager OpportunityWe are seeking an experienced Senior Tax Manager to join our team at Jobot. This role offers the chance to utilize your expertise in tax planning, compliance, and management to drive business success.Job Summary:The Senior Tax Manager will be responsible for leading the tax department, developing tax strategies, and ensuring...
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Financial Services Career Starter
3 days ago
Omaha, Nebraska, United States Brase Network - Northwestern Mutual Full timeStart Your Career in Financial ServicesAre you a motivated and ambitious student looking to launch your career in financial services? Look no further than our College Financial Representative internship program at the Brase Network - Northwestern Mutual.About UsWe are a leading financial planning and investment firm dedicated to empowering individuals,...
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Financial Planning Specialist
4 days ago
Omaha, Nebraska, United States Frankel Full timeJob Title:Senior AccountantAbout UsFrankel is a leading CPA firm in Nebraska, founded with a mission to provide specialized knowledge and effective results through innovation, intelligence, and integrity.What We OfferBalanced Work-Life CultureComprehensive Health Insurance PackageGenerous Paid Time Off & Parental Leave401(K) Plan with Company MatchFlexible...
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Senior Financial Analyst
4 days ago
Omaha, Nebraska, United States InSearch Recruiting Full timeFinancial Expert WantedOur client, a leading firm in the industry, is seeking an experienced Accountant to oversee all financial operations, including bookkeeping, for multiple entities.The ideal candidate should have a strong skillset in reconciliations, be detail-oriented, and able to multi-task. They should also possess excellent written and verbal...
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ERP Financial Consultant
4 days ago
Omaha, Nebraska, United States Talent Navigation Experts Full timeAbout the Company:Talent Navigation Experts is a boutique staffing firm in Denver, dedicated to delivering best-in-class service for both companies and top talent. We guide companies through the recruiting process with a customized staffing model built just for them.Our client is a fast-growing leader in ERP software sales and consulting, specializing in...