Financial Planning Associate

At StevenDouglas, we are seeking a highly skilled and experienced Senior Manager of FP&A to join our team. As a key member of our executive leadership, this role is responsible for overseeing and managing the financial planning and analysis function within our organization.Job Summary:This role provides strategic financial guidance and support to the...

About the OpportunityFDR Financial Group is a boutique financial planning firm established in 1983, providing comprehensive financial planning services to approximately 350 high net worth families. We are seeking a skilled Brokerage Operations Expert to join our team and contribute to our success.Key ResponsibilitiesOpening and servicing brokerage, advisory,...

About the Role:FDR Financial Group is a boutique financial planning firm established in 1983, offering comprehensive financial planning services to approximately 350 high-net-worth families. We seek a detail-oriented Registered Field Assistant to join our team, supporting clients with brokerage, advisory, and 529 account services.Responsibilities:Account...

Job OverviewPNC Financial Services Group is seeking a talented individual to join our team as a Retail Banking Associate. This role involves providing exceptional customer service, accurately performing high volume customer banking transactions, educating customers on new technology, and developing banking product referral opportunities through strong...

About the RoleAs an Insurance Sales Agent with Olsen Financial Group, you will have the opportunity to work with clients who are interested in protecting their families and investments. You will be responsible for presenting personalized plans that meet the client's needs and provide them with the security they seek.

Job Overview:We are seeking a seasoned Registered Field Assistant with extensive brokerage experience to join our high-net-worth team at FDR Financial Group.Key Responsibilities:Opening and servicing brokerage, advisory, and 529 accountsServicing clients with exceptional customer service and expertiseRunning complex reports, including RMDs, and maintaining...

Accounting Associate Job OverviewWe are seeking a highly skilled Accounting Associate to join our team at JBL Asset Management LLC. The successful candidate will have a strong background in property accounting and be able to provide excellent support to our asset management team.The estimated salary for this position is $55,000 - $65,000 per year, depending...

Job Title: Financial Systems Implementation ManagerWe are seeking a talented Financial Systems Implementation Manager to join our team in Hollywood, FL. As a Financial Systems Implementation Manager, you will be responsible for implementing and managing our financial application system, specifically IBM Cognos TM1 (Planning Analytics).Key...

Join us at StevenDouglas as we seek a talented Senior Manager of FP&A to drive our financial planning and analysis function forward. This role is ideal for a seasoned professional looking for a challenging and rewarding opportunity.Responsibilities:Lead Financial Analysts: Manage a team of financial analysts, providing guidance and support.Budgeting and...

Join Downtown Hollywood CPA Firm as a Financial Services Professional and take your career to the next level. We are looking for a skilled Accountant Specialist to help us deliver exceptional service to our clients.As a Mid-Level Tax Expert, you will be responsible for preparing income tax returns, performing general bookkeeping tasks, and providing expert...

About This Opportunity:FDR Financial Group is a respected boutique financial planning firm dedicated to serving the unique needs of high-net-worth families. We invite experienced professionals to join our team as a Registered Field Assistant, delivering exceptional client experiences through expert brokerage services.

Role SummaryThe Retail Support Associate will play a crucial role in maintaining the overall appearance and functionality of our retail store. This position is responsible for ensuring a safe and clean environment for customers and associates, while also providing excellent customer service and supporting the sales floor.Main Responsibilities- Maintain the...

About Us: Sam's Club is a membership-based warehouse club that offers a wide range of products and services to its members. Our goal is to provide an exceptional shopping experience, offer competitive prices, and support local communities. We value our employees and strive to create a positive work environment that promotes growth and development. If you're...

About the JobThis Experienced Retail Associate role is an excellent opportunity to join H&H Express Plus LLC and contribute to our team's success.ResponsibilitiesThe successful candidate will be responsible for:Ensuring the store is well-organized and clean.Providing exceptional customer service and support.Handling financial transactions and operating the...

About UsLovesac is committed to bringing Total Comfort to millions of homes. Our purpose is to have furniture that can evolve along with our customers as life unfolds. From Sactionals The Worlds Most Adaptable Couch, to Sacs The Worlds Most Comfortable Seat, Lovesac products provide peace of mind where others cannot.Job OverviewWe are currently seeking a...

Job OverviewAs a Sales Floor Associate at Walmart in Hollywood, FL, you will play a critical role in creating an engaging shopping experience for our customers.About the JobThis is an excellent opportunity for someone who is enthusiastic about working in a fast-paced environment and providing top-notch customer service. You will be responsible for assisting...

Position OverviewWe are seeking a highly motivated and customer-focused individual to join our retail sales team. As a Member Frontline Cashier Associate at Sam's Club, you will play a critical role in delivering exceptional member experiences and driving business results.Key responsibilities include operating cash registers, processing member purchases, and...

About UsWe are a State Farm independent contractor agent team looking for a motivated individual to join our dynamic team. As an Agent Team Member, you will have the opportunity to work with a trusted brand and promote State Farm's premier insurance and financial service products.Salary:$50,000 - $80,000 per year salary, plus commission/bonus...

Job DescriptionWe're seeking a High-Level Administrative Associate to join our team at Omega Environmental Technologies. In this role, you'll provide administrative support to the CEO, focusing on financial management, communication with international partners, and email response.Responsibilities:Provide exceptional administrative assistance to the CEO,...

About the RoleBrightStar Credit Union is recruiting a seasoned Member Relationship Specialist to contribute to our mission of providing exceptional financial services to our members.In this pivotal role, you will be instrumental in fostering long-lasting relationships with our members, helping them navigate their financial journeys, and introducing them to...