Financial Planning Specialist

Position Overview:The Financial Relationship Specialist plays a pivotal role in fostering robust client connections and enhancing overall client satisfaction by delivering expert financial advice to affluent individuals.Core Responsibilities:Ensure a seamless client service experience while providing comprehensive financial advisory support aimed at...

Senior Accounting Analyst - A Key Role in Our Financial TeamAbout the Opportunity:Creative Financial Staffing is partnering with a leading organization in the industry to find a highly skilled Senior Accounting Analyst. This is an excellent opportunity for a motivated professional to join a dynamic team and contribute to the company's financial success.Why...

About The QTI Group:We are a prominent financial advisory firm dedicated to delivering superior financial solutions. We are currently in search of a licensed Financial Planning Associate to enhance our advisory team. This role offers a unique chance to leverage advanced technology while collaborating with a dedicated group to provide outstanding financial...

Job SummaryEmpower is seeking a highly skilled Retirement Plan Specialist to join our team. As a key member of our organization, you will play a critical role in helping individuals achieve their long-term financial goals.About the RoleDevelop strategic partnerships with key contacts in each location and agencies within assigned territoryConduct Retirement...

About the RoleWe are seeking a highly skilled Retirement Plan Specialist to join our team at Empower. As a key member of our organization, you will play a critical role in helping individuals achieve their long-term financial goals.Key ResponsibilitiesDevelop Strategic Partnerships: Build and maintain strong relationships with key contacts in each location...

About the RoleWe are seeking a highly skilled Retirement Plan Specialist to join our team at Empower Retirement. As a key member of our organization, you will play a critical role in helping individuals achieve their long-term financial goals.Key ResponsibilitiesDevelop Strategic Partnerships: Build and maintain strong relationships with key contacts in each...

About the RoleWe are seeking a highly skilled Financial Analysis Specialist to join our Finance & Strategy team at Zendesk. As a key member of our team, you will play a critical role in delivering high-precision forecasting and actionable insights to support our business growth.Key ResponsibilitiesAnalyze financial results and distill key trends to inform...

What Financial Planning & Analysis Delivers at Cardinal HealthThe Finance department is responsible for managing the organization's accounting, taxation, financial strategies, and policies. It establishes and maintains fiscal oversight, prepares and interprets financial statements, and ensures the protection of the organization's assets.Financial Planning &...

Job Summary:We are seeking a highly skilled Cost Accountant to join our team at Creative Financial Staffing. As a key member of our accounting team, you will be responsible for performing thorough cost analysis and reporting to support financial decision-making processes.Key Responsibilities:Cost Analysis and Reporting: Perform detailed cost analysis and...

Senior Staff Accountant OpportunityAbout Our ClientCreative Financial Staffing is proud to partner with a dynamic and growing company that offers a unique opportunity for a Senior Staff Accountant to join their team. This company has experienced double-digit growth every year, providing a chance for the successful candidate to make a significant impact and...

IT Infrastructure Specialist Full-time | No sponsorship providedABOUT CREATIVE FINANCIAL STAFFINGCreative Financial Staffing is a prominent and forward-thinking organization in the financial sector, dedicated to transforming the industry through innovative solutions.We prioritize employee development, encourage creativity, and strive for excellence, with our...

Why consider the Finance Support Specialist role:Established family-run firm with a legacy of over 80 yearsAdaptable work environmentEmphasis on teamwork and collaborationBecome part of a dedicated finance team comprising eight professionalsComprehensive benefits package: 401k matching, profit sharing, Health, Dental, Vision, and Flexible Spending AccountKey...

Job SummaryThis role reports to the Manager, FP&A and will serve as a key member of the financial planning and analysis team. The FP&A Senior Analyst has primary responsibility for the company's financial reporting requirements and processes and plays an important role in corporate budgeting and monthly forecasting activities.Key ResponsibilitiesPlay a key...

About Wintrust FinancialWintrust Financial is a leading financial services company with a rich history of serving diverse communities and individuals. Our commitment to equality and inclusion is reflected in our banking and lending practices, as well as our diverse workforce and community partnerships.Job SummaryWe are seeking a highly skilled Loan...

Sentry has been dedicated to assisting individuals and businesses in securing their financial futures since 1904. We are currently seeking a qualified candidate for the role of 401(k) Plan Support Specialist. In this role, you will offer expert knowledge and assistance during the sales process of 401(k) products, aiming to enhance growth, retention, and...

Position Overview:Baker Tilly US, LLP is a prominent advisory, tax, and assurance firm, delivering clients a significant advantage across major U.S. regions and leading global financial hubs. Our firm operates under an alternative practice structure, adhering to the AICPA Code of Professional Conduct and relevant laws and standards. As a licensed independent...

Job SummaryWe are seeking a highly skilled and detail-oriented Financial Operations Specialist to join our team at Total Administrative Services Corporation. As a key member of our Family Office, you will be responsible for providing diversified financial and administrative support to our Managing Trustee/Owners.Key ResponsibilitiesFinancial Management:...

About the RoleWe are seeking a highly skilled Taxation Manager to join our team at Jobot. As a Taxation Manager, you will be responsible for preparing complex individual, business, partnership, and estate/trust income tax returns, performing tax research, and providing clients with tax planning strategies with minimal supervision.Key ResponsibilitiesPrepare...

Technical Support SpecialistOn-Site | Full-Time | Dynamic CompanyABOUT OUR CLIENTA well-established healthcare technology firm committed to serving a diverse community.This role offers a pathway within a large organization with various career advancement opportunities.A collaborative environment led by a supportive manager who fosters personal and...

About the RoleWe are seeking a highly skilled and motivated Loan Originator Assistant to join our team at Wintrust Financial. As a key member of our mortgage banking team, you will play a critical role in the origination, processing, and closing of loans.Key ResponsibilitiesWork directly with Loan Officers to assist in the origination, processing, and...