Senior Financial Advisor

Job SummaryWe are seeking a highly skilled Merrill Financial Solutions Advisor to join our team at Disability Solutions. As a key member of our Elite Growth Practice, you will work closely with affluent and high net worth clients to provide tailored investment advice and guidance.About the RoleThis is a challenging yet rewarding opportunity for an...

Job DescriptionAs a Senior Legal Advisor at AbbVie, you will be responsible for providing comprehensive legal guidance and support to internal teams within the Botox and Eye Care divisions. The ideal candidate will have a strong understanding of U.S. laws and regulations and industry guidance.Responsibilities include serving as a key legal team member for...

Job SummaryPivotal Solutions, Inc. is looking for a Senior Tax Accountant with expertise in tax planning and preparation to support our team.ResponsibilitiesResearch and analyze tax matters for clients to ensure compliance and minimize liabilities.Review and prepare complex tax returns for individuals and businesses.Provide general accounting services to...

Join Our TeamAs a Registered Client Service Associate, you will play a critical role in supporting Financial Advisors in delivering exceptional client service and driving business growth in our Private Client Division.Key ResponsibilitiesAssist Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management practice.Develop...

**About the Role:**We are seeking an experienced Financial Markets Expert to join our Fixed Income group. As a key member of our team, you will be responsible for executing tax-exempt municipal bonds and providing exceptional service to our Financial Advisors.**Responsibilities:**Trade tax-exempt municipal bonds, focusing on best execution and making every...

About Oppenheimer & Co.Oppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer with a rich history dating back to 1881. Our company is engaged in various activities within the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking, equity & fixed income...

Key Responsibilities: Cultivate long-term partnerships with C-Suite executives and other senior leaders, delivering strategic insights and trusted advice.Apply consultative selling techniques to identify cross-sell opportunities across Financial Services/Banking and Hospitality/Travel BPO domains.Collaborate with solutions leaders to craft innovative value...

About Our OpportunityWe are seeking entrepreneurial financial professionals to join our team as financial advisors. In this role, you will have the opportunity to build relationships with clients and help them achieve their financial goals.Our comprehensive training program will equip you with the skills and knowledge necessary to succeed in this field. You...

Job OpportunityAsembia LLC is a dynamic company in the healthcare industry, and we are seeking a skilled Financial Analyst - Pricing Strategy to join our team.This role offers an estimated salary of $120,000 per year, depending on location and experience.The ideal candidate will have a strong background in healthcare finance, analytics, and pricing, with a...

About the Role:As a Merrill Financial Solutions Advisor, you will play a vital part in helping high-net worth clients achieve their financial goals. This role involves working closely with affluent and high net worth individuals to identify their needs, develop relationships, review investment objectives, and prepare recommendations that align with their...

Key ResponsibilitiesPrioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments.Assist participants with various needs and learn to adapt to service requirements of various accounts.Develop knowledge of forms and account procedures to assist clients and enhance relationships with advisors through...

As a Senior Director, Client Partner Executive at Conduent, you'll play a critical role in driving revenue growth and expanding service offerings through account management and cross-selling initiatives.About the RoleYou'll be responsible for developing and implementing account management strategies, building strong relationships with senior executives, and...

About the Opportunity: We are seeking a seasoned Senior Director, Client Partner Executive to join our team at Conduent Business Services, LLC. This is an exceptional opportunity to lead high-value client relationships, drive revenue growth, and contribute to the success of our clients in the Financial Services/Banking and Hospitality/Travel sectors.

About Conduent's Culture: We strive to create a culture where everyone can bring their authentic self to work. We recognize that everyone is different, and how people want to work and deliver at their best is different for everyone too. In this role, you can expect to work remotely, enjoy flexible working hours, and participate in training and development...

About Our CompanyOppenheimer & Co. Inc. is a leading investment bank and full-service broker-dealer with a rich history dating back to 1881.Job SummaryWe are seeking a highly skilled Registered Client Service Associate to join our Private Client Division in Florham Park. The successful candidate will provide exceptional support to Financial Advisors,...

ResponsibilitiesSupport Financial Advisors in sales, marketing, and day-to-day operationsLearn and adapt to service various accountsDevelop knowledge of forms and account proceduresUtilize research and technical support toolsPromote Firm services by enhancing relationships with advisorsRequirementsSeries 7 and 63/65 (or 66) required within first three...

As an Investment Advisor Representative with Farm Bureau Financial Services, you'll have the opportunity to work with a wide range of clients, each with their own unique financial needs and goals. With our comprehensive suite of financial services, including insurance, investments, and retirement planning, you'll be able to provide your clients with a...

About the PositionWe are looking for a highly skilled Private Client Associate to join our team in Florham Park. As a key member of our division, you will be responsible for supporting Financial Advisors in sales, marketing, and day-to-day operations.Key ResponsibilitiesLearn and adapt to service the needs of various accounts to answer day-to-day questions...

Join our team as a Client Success Specialist at Oppenheimer & Co. Inc. and take advantage of this exciting opportunity to build your career in customer service.Key Accountabilities:Provide exceptional client service and support to Financial Advisors.Develop and maintain strong relationships with clients and advisors.Stay up-to-date with industry trends and...

At Cesna, we are seeking a talented Senior Financial Analyst to join our team. As a key member of our financial department, you will be responsible for managing trade credit insurance portfolios and advising on risk management solutions.The ideal candidate will have a minimum of 2-5 years of experience in financial credit analysis or risk management, with a...