Financial Services Deal Associate

Job DescriptionAt Judd Greenberg - State Farm Agent, we are seeking a highly motivated and results-driven Insurance and Financial Services Representative to join our dynamic team. As an Account Associate, you will play a pivotal role in driving our business forward while enjoying a rewarding and supportive work environment.Key Responsibilities:Drive Sales:...

Enhance Member ExperienceAmerican Heritage Credit Union is seeking a Part-Time Member Experience Advisor to provide premier service to members, clients, and associates.Job Responsibilities:Process account-related requests including opening basic consumer accounts and performing file maintenance.Process basic consumer loan-related requests including...

Job Overview:In the Moment Financial Services is a forward-thinking company dedicated to empowering individuals and small businesses to achieve financial success. As a Taxation and Financial Services Director, you will play a crucial role in overseeing the tax preparation staff and accounting functions.Key Responsibilities:Compliance Management:Evaluate and...

Enhance the Member Experience at American Heritage Credit UnionA career opportunity has arisen for a Financial Services Representative to join our team in the Roxborough area. This role provides exceptional service to members, clients, and associates of American Heritage Credit Union, focusing on delivering an outstanding member experience.We are seeking a...

Part-Time Member Experience AdvisorAmerican Heritage Credit Union, a leading financial institution with over $4.8 billion in assets, has an exciting opportunity for a Part-Time Member Experience Advisor to join our Bridge Street branch team.This role offers the chance to provide exceptional service to members, clients, and associates by enhancing their...

NexWealth, a registered investment advisor and multi-family office, offers an exciting opportunity for a junior analyst to work closely with firm executives.Key ResponsibilitiesThe selected candidate will gain exposure to areas including asset allocation, portfolio analytics, reporting, trust and estate planning, and compliance. The role requires strong...

Job Title: Senior AssociateCompany Overview: At Atlantic Group, we are seeking a highly skilled Senior Associate to join our dynamic investment team in Philadelphia, PA. As a key member of our team, you will play a crucial role in deal sourcing, underwriting, and asset management, working closely with senior leaders on investment memos, market research, and...

About the RoleThe Senior Credit Analyst position at GM Financial offers an exciting opportunity to utilize analytical and problem-solving skills in a dynamic environment. This role is responsible for researching and assessing credit risks, ensuring compliance with State and Federal regulations, and fostering relationships with automobile dealers.As a key...

About CBIZ Advisory ServicesCBIZ Advisory Services is a leading provider of strategic financial planning and advisory services to middle-market companies. We empower our clients to make informed business decisions through data-driven insights and actionable recommendations.Job Description:Senior Associate - Finance Strategic Operations SpecialistWe are...

Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Environmental Construction Services. As a key member of our financial department, you will be responsible for managing budgets, change orders, invoices, and performing various accounting tasks.

Job OverviewWe are seeking a highly motivated Insurance Sales Associate to join our dynamic team at Kevin Lowber - State Farm Agent. As an Account Business Developer, you will play a pivotal role in driving our business forward while enjoying a rewarding and supportive work environment.CompensationThe estimated salary for this position is around $55,000 -...

Job DescriptionAmerican Heritage Credit Union, a leading financial institution with over $4.8 billion in assets, seeks a highly skilled Part-Time Member Experience Advisor to join our Rhawn Street branch team.This key role provides exceptional service to members, clients, and associates by enhancing the overall member experience through proactive engagement...

We are seeking a highly skilled Senior Financial Analyst to join our team at CORA Services Inc. in the position of Staff Accountant. The estimated annual salary for this role is $65,000 - $85,000 based on the location and industry standards.Job OverviewThe successful candidate will be responsible for preparing timely and accurate monthly journal entries and...

About UsSynergy Interactive is a leading player in the financial services industry, dedicated to providing exceptional trade support and operations solutions. Our team of experts strives for excellence in every aspect of our work.Job SummaryWe are seeking an experienced Financial Services Operations Specialist to join our team in Philadelphia. The ideal...

Job OverviewWe are seeking a talented Entry-Level Staff Accountant to join our team at Liberty Personnel Services, Inc. This exciting role offers an excellent opportunity for growth and professional development in financial operations.About the RoleThis position involves preparing and maintaining journal entries and detailed account analyses. You will assist...

Job OverviewEnvironmental Construction Services is seeking an experienced Financial Operations Coordinator to support the day-to-day accounting functions of a mid-sized construction company. This role will provide an excellent learning environment for a motivated and ambitious individual who has exceptional computer and accounting skills.

Accountant Job DescriptionWe are seeking a detail-oriented Accountant to join our team at SELF Inc. The ideal candidate will have a strong background in accounting and financial management, with a focus on accuracy and compliance.Key Responsibilities:Prepare and analyze financial statements, including balance sheets and income statements.Reconcile accounts...

Company OverviewWe are Perpay, a financial services company dedicated to building simple and inclusive products that help our members improve their financial future. With $500 million in spending power, we're committed to reducing cost of ownership and promoting healthy repayment behavior.About the RoleAs our Senior IT Manager, you will work alongside our...

Company OverviewThe Hahnlen Agency is expanding its operations across the United States, creating opportunities for individuals to embark on a career in the financial services industry. As a 1099/commission-based position, our representatives enjoy flexibility and potential for rapid upward mobility.

Company OverviewLLR Partners is a leading investment firm that focuses on growing and managing compelling portfolio companies. As a key member of the software investment team, you will be an integral part of our deal team, contributing to the growth and success of our portfolio companies.SalaryThe estimated salary for this position is $85,000 - $110,000 per...