- Empower (West Palm Beach, FL)
- …and meet financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry ... the future is based on the idea that transforming financial lives starts by giving our people the freedom...on top of the base pay. The Wealth Solutions Advisor at Empower works with individual consumers in our… more
- 4370918 (Houston, TX)
- …and have an opportunity to contribute to the company's success. As an Investment Advisor Senior within the PNC Private Bank organization, you will be based ... sales efforts of the business through the introduction and expansion of financial services to the client. Executes risk management practices through the adherence… more
- The Income Tax Center (St. Louis, MO)
- Senior Tax Advisor - Drive Strategy....MBA 2+ years of work experience in accounting services, financial services, or similar field About Company The Income ... entity structuring, compensation planning, and year-end projections. Serve as a trusted advisor : explain tax concepts clearly, anticipate client needs, and deliver… more
- Empower (Los Angeles, CA)
- …Angeles area and is excited to meet with clients in person, if needed. The Senior Private Wealth Advisor , Practice Lead (Personal Strategy) plays a vital role in ... helping clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for high-net-worth client households. This role… more
- Colorado Housing and Finance Authority (Denver, CO)
- position Senior Attorney (specializing in complex multifamily/commercial closings) division/department Legal and Risk Management Division classification Exempt ... of position The legal operations team is seeking a senior -level real estate attorney to conduct commercial and multi-family...on CHFA operations Function as a leader and seasoned advisor to the business Actively assist with training, coaching,… more
- Unknown (Los Angeles, CA)
- …middle-market private equity firm focused on manufacturing and energy, is seeking a Senior Advisor , Audit Chair to support multiple portfolio companies within ... the manufacturing space. The ideal candidate will ensure financial integrity, compliance, and risk oversight while leading the...Advisors in driving the success of portfolio companies. The Senior Advisor , Audit Chair role requires an… more
- Sul Lee Law Firm, PLLC (Dallas, TX)
- …efficiency, and client service above all else. We are seeking a Senior Litigation Attorney with deep experience handling partnership, shareholder, and corporate ... from beginning to resolution and serve as a trusted advisor to business clients. Compensation: $155,000 - $165,000+ yearly...and ability to advise clients on both legal and financial aspects of disputes. About Company Founded in 2013,… more
- Lucile Packard Foundation for Children's Health (Palo Alto, CA)
- …and long-term growth. As a trusted advisor and thought partner to senior leadership, this role ensures disciplined financial oversight, aligns resources with ... and Investment & Finance Committees, offering thoughtful guidance and insight to senior leadership to support strong financial governance. The compensation range… more
- VSolvit LLC (Huntsville, AL)
- …overall contracting strategyin alignment with corporate goals and risk appetite Serve as a senior advisor to the CEO, CFO, and COOon contractual and regulatory ... POSITION IS HYBRID IN HUNTSVILLE, AL Job Summary The Senior Contracts Manager is responsible for strategic oversight and operational managementof all government… more
- Larson Wealth Partners, LLC (Indianapolis, IN)
- …with the job specs as found below. Location: Indianapolis, IN About the Role Larson Financial Holdings is seeking a Senior Trader to join our Investment Team and ... rebalances Degree in Finance, Economics, or related field Experience with Schwab systems ( Advisor Center, OMS, or OMS API tools) Python, C++, MatLab or Excel VBA… more
- Fletcher Technical Community College (Schriever, LA)
- …and progress reporting to the Chancellor and the Foundation Board. Serve as senior advisor to the Chancellor and the Foundation Board on philanthropy, ... The Executive Director for Institutional Advancement is a senior level administrator who serves as the chief fundraising and external relations office for the… more
- NetApp (Schaumburg, IL)
- …on both competitive and complementary technologies, positioning yourself as a trusted advisor . Create ROI models that map solutions directly to business outcomes, ... supporting both financial and operational goals. Proactively navigate sales campaigns, cultivate...legal services, and access to discounts. Finally, we provide financial savings programs to help you plan for your… more
- Unknown (Santa Barbara, CA)
- …strategic goals of the organization. They will serve as a key business partner and advisor to senior leadership and the Board of Directors, playing a pivotal ... to the President & Chief Executive Officer, the Chief Financial Officer (CFO) will play a crucial role in...client. The CFO will be responsible for overseeing the financial integrity of the healthcare delivery system, managing assets… more
- The Computer Merchant, LTD. (St. Petersburg, FL)
- …metrics and measurable outcomes for agentic systems that drive advisor productivity, client intelligence, and firm efficiency. Requirements Management Elicit, ... align with data residency, privacy, and supervisory regulations applicable to financial services. Operational Excellence and Delivery Drive the full delivery… more
- Intrua Financial, LLC (Houston, TX)
- …before clicking on the apply button at the bottom of this description. Larson Financial Group is seeking a Director of Investments to oversee and drive the ... responsible for managing trading, billing/audit operations, investment research, and advisor -facing initiatives. The right candidate will pair proven leadership… more
- Wright-Patt Credit Union Inc. (Hilliard, OH)
- The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, primarily through the sale of non-depository ... leadership to ensure member impact and risk is mitigated. Required Skills The Senior Financial Advisor possesses the following knowledge and skills: + A high… more
- Robert Half Finance & Accounting (Bedford, NH)
- Description An award-winning New Hampshire Bank is looking to add a Senior Financial Advisor to work with high-net-worth individuals and business owners to ... regulatory compliance standards. With flexibility across our trust platforms, the Senior Financial Advisor will champion initiatives that elevate client… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …community. **Description** The Office of Financial Aid is looking for a Senior Financial Aid Advisor to join their team! KEY RESPONSIBILITIES: + Awards ... federal, state, institutional and private sources of financial aid to students within appropriate guidelines and regulations....reviews cases for all schools. + Serves as a senior file review specialist and processes quality assurance reviews.… more
- City National Bank (West Hollywood, CA)
- * FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- Guardian Life (New York, NY)
- As a Senior Manager, External Communications - Financial Advisor Network, you will shape and lead a scalable communications and PR program that empowers our ... network of principal owners and 2,700 financial advisors to amplify their visibility, engage clients, and drive growth. You will work closely with the home office… more
