Financial Planning Coordinator

Job DescriptionAt JTB International Inc., we are seeking a highly skilled Financial Planning Coordinator to provide direct support to our Lead Advisors. This role is responsible for gathering data, designing financial plans, developing and presenting plans to clients, and coordinating with Advisor teams.The ideal candidate will possess strong organizational...

**Overview:COUNTRY Financial is a leading financial services company that provides a range of products and services to individuals and businesses. We are committed to helping our customers achieve their financial goals and live secure lives.As a Billing Services Associate, you will play a critical role in ensuring the smooth operation of our billing...

About the RoleWe are looking for a highly organized and detail-oriented Financial Planning Assistant to provide direct support to our Financial Advisors in creating comprehensive financial plans for clients.

About the RoleWe are seeking a seasoned Financial Reporting Manager to lead our accounting team. This key position is responsible for overseeing financial reporting, ensuring compliance with statutory accounting principles and generally accepted accounting practices, and guiding team members in their roles.Key ResponsibilitiesCoordinate preparation of...

Key ResponsibilitiesAs a Compliance Officer - Financial Reporting, you will be responsible for ensuring our company's financial reporting meets all regulatory requirements. This includes coordinating the preparation of financial statements and related schedules/exhibits for internal management and regulatory agencies.You will also oversee compliance with...

Job OverviewWe are seeking a highly motivated and detail-oriented Financial Services Coordinator to join our team. As a key member of our branch support team, you will play a critical role in delivering exceptional client service and helping clients achieve their long-term financial goals.This is an exciting opportunity to work with a leading financial...

COUNTRY Financial is looking for a highly skilled Financial Services Specialist to join our team. As a key member of our organization, you will be responsible for providing exceptional customer service and ensuring timely payment processing. The ideal candidate will have strong knowledge in billing and financial services, with the ability to analyze complex...

About the RoleThis is an exciting opportunity for a detail-oriented and organized individual to join our team and contribute to the success of our Financial Advisors.Responsibilities include running daily reports, coordinating staff and operational support activities, and anticipating client needs to ensure exceptional service delivery.The successful...

Job Overview:COUNTRY Financial is seeking a highly skilled Administrative Assistant 3 to provide exceptional support to our Human Resources and Corporate Communications directors. As an Administrative Assistant 3, you will be responsible for providing specialized administrative assistance, relieving the directors of complex details and advanced...

Job OverviewWe are seeking a skilled Financial Analyst to join our team at Matheson Financial Advisors, Inc. in Washington D.C. area.The ideal candidate will have a Bachelor's degree in Accounting, Finance, Business or related field and 1-2 years of experience in business valuation, investment banking, corporate banking, transaction advisory, public...

Job OverviewMV Financial Group and MV Capital Management Inc. are seeking a skilled Client Services Coordinator to join our team.This is a salaried position with an estimated annual salary of $65,000-$85,000 based on experience.ResponsibilitiesInterfacing directly with clients to complete service requestsAssist & coordinate operational procedures, including...

About Your RoleAs a Client Services Coordinator at MV Capital Management Inc., you will play a pivotal role in delivering exceptional client service and supporting the firm's operations. Key responsibilities include:Building strong relationships with clients to fulfill their needsCollaborating with financial advisors to drive business growth and enhance...

Simplify your career path with Simplex! We're looking for a talented Client Service Associate to join our team. In this role, you'll support our financial advisors and clients by providing administrative assistance, handling transactions, and ensuring timely delivery of services.You'll be working in a dynamic, fast-paced environment that requires strong...

A Unique OpportunityJoin our team as a Corporate Finance Advisory Specialist and contribute to our success in the AEC industry.ResponsibilitiesBusiness Valuation: Conduct valuations for ESOPs, M&A transactions, and strategic planning purposes.Mergers & Acquisitions: Assist in M&A execution, deal structuring, market research, and financial due...

At Compass Group, North America, we are looking for a highly skilled Director of Financial Services to lead our financial operations. This senior-level position comes with an estimated annual salary of $130,000-$160,000.The ideal candidate will possess a Bachelor's degree in Business, Accounting, Finance, or a related field, and a minimum of two to five...

As a Chief Financial Operations Officer with Compass Group, North America, you will play a pivotal role in overseeing the financial management of our operations. This exciting opportunity comes with an estimated annual salary of $120,000-$150,000.The ideal candidate will possess a Bachelor's degree in Business, Accounting, Finance, or a related field, along...

About LeidosLeidos is a leading provider of innovative solutions for the defense, intelligence, and homeland security communities. We deliver cutting-edge technology and expertise to support our customers' mission to defend against evolving threats.Job SummaryWe are seeking a Senior Financial Intelligence Analyst to join our team. As a key member of our...

About the Branch Office Coordinator RoleWe are seeking a highly organized and detail-oriented Branch Office Coordinator to join our team. In this role, you will be responsible for managing the day-to-day operations of our branch office, ensuring that everything runs smoothly and efficiently.As a key member of our team, you will work closely with financial...

About Us:COUNTRY Financial is a leading provider of financial services, dedicated to helping individuals and families achieve their long-term goals. We are committed to excellence in everything we do, from our innovative products to our exceptional customer service.Job Summary:We are seeking an experienced Administrative Assistant 3 to join our team,...

About the RoleWe are seeking a highly skilled Senior Project Coordinator to lead the execution of federal acquisition programs.The successful candidate will have a strong background in program management, excellent communication skills, and the ability to work effectively in a team environment.We offer a competitive salary of $130,000 - $150,000 per year,...