Senior Financial Planning Associate

Job OverviewPosition Summary:The Senior Estate Planning Counsel will play a pivotal role in delivering comprehensive estate planning services to clients. This position involves the formulation and oversight of wills, trusts, and other essential estate planning instruments. The ideal candidate will collaborate closely with clients to grasp their financial and...

PRIMARY RESPONSIBILITIES encompass the following tasks. Additional responsibilities may be assigned as necessary. Compile, assess, and deliver detailed wealth management analysis reports that cover retirement strategies, tax forecasts, educational funding, insurance, and estate planning evaluations for Financial Consultants and their clientele, both via...

Position ID: 75379 Location: Little Rock -LTLRK Focus Area: Wealth Management Salary Information: Not Available Application Deadline: 09/15/2024BOK Financial Corporation Group encompasses BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA manages TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates...

Job OverviewPosition Summary:The Senior Estate Planning Counsel will play a pivotal role in delivering thorough estate planning solutions to clients. This position involves the formulation and oversight of essential legal documents such as wills, trusts, and various estate planning instruments. The ideal candidate will engage with clients to comprehend their...

Job OverviewPosition Summary:The Senior Estate Planning Counsel will play a pivotal role in delivering thorough estate planning solutions to clients. This position involves the formulation and oversight of essential estate planning documents such as wills, trusts, and related legal instruments. The attorney will engage closely with clients to comprehend...

Position ID: 75379 Location: Little Rock -LTLRK Areas of Interest: Wealth Management Salary Range: Not Available Application Deadline: 09/15/2024BOK Financial Corporation encompasses BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates...

Position OverviewWe are in search of a seasoned and proactive Senior Financial Executive to oversee financial operations and Human Resources at Arkansas Foodbank. This role is pivotal in defining the financial vision, strategic planning, and operational management of the organization. Responsibilities include directing budgeting, forecasting, financial...

Job OverviewWe are in search of a skilled and seasoned Senior Financial Executive who will also oversee Human Resources, to become a pivotal part of our leadership team at Arkansas Foodbank. This role is essential in defining the financial direction, planning, and operational strategies of the organization. Key responsibilities include managing budgeting,...

Job SummaryWe are seeking a highly motivated and detail-oriented Investment Sales Associate to join our team at BOK Financial. As a key member of our sales team, you will be responsible for developing relationships with clients and providing expert advice on fixed income investments.Key ResponsibilitiesDevelop and maintain relationships with clients to...

About the RoleBell & Company, P.A. is seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will play a critical role in maintaining accounting records, preparing financial reports, and providing tax services to our clients.Key ResponsibilitiesFinancial Reporting: Prepare and review financial reports, operating statements,...

Job SummaryWe are seeking an experienced and detail-oriented Senior Accountant to join our finance team at Jobot. As a key member of our team, you will be responsible for managing financial processes, preparing financial statements, and providing financial analysis to support business decisions.Key ResponsibilitiesFinancial Statement Preparation: Prepare and...

Job Summary:This is a senior-level accounting position at BHMC-Little Rock responsible for overseeing the day-to-day operations of the financial reporting process. Key responsibilities include:Posting journal entries and reviewing financial statement variancesPreparing balance sheet reconciliations and producing supporting schedules/analyticsPerforming...

Job Summary:This position is a senior-level accounting role responsible for overseeing the day-to-day operations of the financial reporting process at BHMC-Little Rock. Key responsibilities include:Posting journal entries and reviewing financial statement variances to ensure accuracy and compliance with Generally Accepted Accounting Principles...

Position Title: Budget AnalystOverview: The Budget Analyst plays a crucial role in assisting designated agencies with the preparation of biennial budgets and overseeing fiscal management. This position operates under the framework of state and federal regulations as well as institutional policies.Key Responsibilities:Conducts thorough research, analysis, and...

The African American Alliance of CDFI is dedicated to fostering economic growth and financial empowerment within underserved communities. As a recognized Community Development Financial Institution (CDFI), we are committed to bridging the financial gap for low-wealth and un(der)banked populations, with a particular focus on Black and Brown...

Position Title: Budget AnalystDepartment: Arkansas Department of Human ServicesSalary: $45,010.00Position Overview:The Budget Analyst plays a crucial role in assisting designated agencies with their biennial budget formulation and financial oversight. This role is governed by applicable state and federal regulations, as well as agency policies.Key...

To learn more about Arkansas Blue Cross and Blue Shield Hiring Policies, please click here. Applicants must be eligible to begin work on the date of hire. Applicants must be currently authorized to work in the United States on a full-time basis. ARKANSAS BLUE CROSS BLUE SHIELD will NOT sponsor applicants for work visas in this position. Remote Work...

Job SummaryThe Senior Auditor is a critical role within the Arkansas Government Job, responsible for ensuring the accuracy and efficiency of internal fiscal and administrative controls. This position requires a strong understanding of accounting principles, auditing procedures, and regulatory requirements.Key ResponsibilitiesConduct thorough audits of state...

Job SummaryWe are seeking a highly motivated and detail-oriented Investment Sales Associate to join our team at BOK Financial. As a key member of our sales team, you will be responsible for developing relationships and knowledge in the fixed income space, representing a full range of fixed income knowledge, and participating in an elevated training program...

Senior Manager Analysis and Planning Role at SilverLinxWe are seeking a highly skilled Senior Manager Analysis and Planning to join our team at SilverLinx. As a key member of our marketing department, you will play a crucial role in developing and implementing strategic marketing initiatives that drive business growth.Your Key Responsibilities:Develop and...