Financial Advisor/Planner Location Danbury, CT; Bethel, CT Salary Unspecified Education Bachelor of Science Category Finance Experience Required At least 2 Years Short Description Financial Advisor/Planner Required Skills Financial Planning, Financial Advisor,Business Development,Estate Planning, Tax Planning, Insurance,Hi-Net Worth Clients,Book of Clientele,Series 7 & 63 Recruiter Nyna Goldberg Date Updated 11/24/2009 Fin ...[more]
Career Level:
Executive (SVP, VP, Department Head, etc)
Education Level:
Bachelor's Degree
Job Type:
Employee
Job Status:
Full Time
Salary:
1.00 USD per year
CyberCoders
Danbury, CT 06810
Nov 24
Client Advisor Client Advisor Location: Erie, PA Relocate to Erie, PA No selling involved Large Commercial Property and Casualty Insurance Agent/Broker looking for a seasoned insurance associate. We service the property and casualty needs of approx. 90 commercial, industrial and institutional clients with combined annual premiums in excess of $40,000,000. Requirements: Relocate to Erie, PA Hold or are working to ...[more]
Job Type:
Employee
Job Status:
Full Time
Insurance Management Company
Cleveland, OH 44101
Nov 24
Client Advisor Client Advisor Location: Erie, PA Relocate to Erie, PA No selling involved Large Commercial Property and Casualty Insurance Agent/Broker looking for a seasoned insurance associate. We service the property and casualty needs of approx. 90 commercial, industrial and institutional clients with combined annual premiums in excess of $40,000,000. Requirements: Relocate to Erie, PA Hold or are working to ...[more]
Job Type:
Employee
Job Status:
Full Time
Insurance Management Company
Buffalo, NY 14201
Nov 24
Client Advisor Insurance Agent/ Broker Client Advisor Location: Erie, PA Relocate to Erie, PA No selling involved Large Commercial Property and Casualty Insurance Agent/Broker looking for a seasoned insurance associate. We service the property and casualty needs of approx. 90 commercial, industrial and institutional clients with combined annual premiums in excess of $40,000,000. Requirements: Relocate to Erie, PA Hold or are working to ...[more]
Relevant Work Experience:
5+ to 7 Years
Career Level:
Experienced (Non-Manager)
Education Level:
Professional
Job Type:
Employee
Job Status:
Full Time
Insurance Management Company
Erie, PA 16501
Nov 24
Series 7 Advisor - Waltham, MA Our client is currently seeking a qualified candidate to perform responsibilities as a Financial Assistant. This is a great opportunity for anyone with a Series 7 License to continue their career for a nationwide corporate banking corporation. Responsibilities include, but are not limited to the following: * Execute and confirm securities transactions initiated by retail clients and provide assist ...[more]
Career Level:
Experienced (Non-Manager)
Job Type:
Temporary / Contract
Job Status:
Full Time
Salary:
20.00 USD per hour
Aerotek
Waltham, MA 02451
Nov 24
Sr. Network Engineer, CCNP Sr.Network Engineer - Contract to Hire Client: Privately held local 30 year old financial services firm undergoing rapid growth. Deliverables: 1) Primary: Managing the Data Center Hosting outsourcing project. 2) On-going: Stabilize the current environment. Manage all aspects of the IT infrastructure (to ensure reliability and high availability with minimal downtime) which includes systems security ...[more]
Relevant Work Experience:
5+ to 7 Years
Career Level:
Experienced (Non-Manager)
Education Level:
Bachelor's Degree
Job Type:
Temporary / Contract
Job Status:
Full Time
COMSYS
Cleveland, OH 44035
Nov 24
Tax Director - WDC Jefferson Wells ( ) delivers professional services in the areas of internal audit and controls, technology risk management, tax, and finance and accounting-related services. The firm's unique, agile structure aligns experienced professionals with proven processes to deliver pragmatic and cost-effective results. Headquartered in Milwaukee, Jefferson Wells serves clients, including Fortune 500 and G ...[more]
Career Level:
Experienced (Non-Manager)
Job Type:
Employee
Job Status:
Full Time
Jefferson Wells
Vienna, VA 22180
Nov 24
FINANCIAL ADVISOR - HAMILTON FINANCIAL ADVISOR - (HAMILTON) About the Job MANULIFE SECURITIES INCORPORATED (Hamilton Branch) By combining your talent with our strengths, we can achieve great results. Through our comprehensive new Financial Advisor Development Program, we provide career planning in preparing you to complete all licensing requirements and continuously providing you with the tools and guidance to help you succe ...[more]
Relevant Work Experience:
Less than 1 Year
Career Level:
Entry Level
Education Level:
Bachelor's Degree
Job Type:
Employee
Job Status:
Full Time
Manulife Securities Inc.
Hamilton
Nov 24
Internal Telephone Wholesaler - Sales American Beacon Advisors, Inc. is a registered investment advisor recently acquired by Lighthouse Holdings, Inc., which is owned by investment funds affiliated with Pharos Capital Group, LLC and TPG Capital. Job Description: This position is responsible for providing sales support and working closely with ABA “external” wholesalers. Incumbent must have comprehensive knowledge of their assigned ter ...[more]
Relevant Work Experience:
2+ to 5 Years
Education Level:
Bachelor's Degree
Job Type:
Employee
Job Status:
Full Time
American Beacon Advisors
Fort Worth, TX 76155
Nov 24
Investment Consultant - Citibank - NYC Division Job Description Brief Description of the Organization Personal Wealth Management (PWM) provides financial planning and wealth management services via our Citibank branch-based advisors and centralized service centers. PWM will lead efforts to dramatically expand our personal wealth management capabilities and provide customers with simple, transparent solutions. The goal for CPWM is to lead the in ...[more]
Relevant Work Experience:
5+ to 7 Years
Career Level:
Experienced (Non-Manager)
Education Level:
High School or equivalent
Job Type:
Employee
Job Status:
Full Time
Citi
New York, NY
Nov 24
Branch Service Associate (BSA) Description: Job Summary and Mission: Your job, as a Branch Service Associate, is to Perform cash management functions, process securities and correspondence, keep records and perform margin activities. Key Responsibilities: - Greeting and assisting clients and visitors to the Branch and providing administrative assistance when needed - Trade processing and handling Financial Advisor corrections - ...[more]
Relevant Work Experience:
2+ to 5 Years
Career Level:
Experienced (Non-Manager)
Education Level:
Bachelor's Degree
Job Type:
Employee
Job Status:
Full Time
UBS Financial Services Inc.
New York City, NY 10019
Nov 24
- FINANCIAL ADVISOR - CONSEILLER FINANCIER (Montreal) MANULIFE SECURITIES INCORPORATED (Dorval Branch) By combining your talent with our strengths, we can achieve great results. Through our comprehensive new Financial Advisor Development Program, we provide career planning in preparing you to complete all licensing requirements and continuously providing you with the tools and guidance to help you successfully communicate our wealth management proces ...[more]
Career Level:
Entry Level
Education Level:
Bachelor's Degree
Job Type:
Employee
Job Status:
Full Time
Manulife Securities Inc.
Montreal, QC
Nov 24
- FINANCIAL ADVISOR - CONSEILLER FINANCIER (Montreal) MANULIFE SECURITIES INCORPORATED (Dorval Branch) By combining your talent with our strengths, we can achieve great results. Through our comprehensive new Financial Advisor Development Program, we provide career planning in preparing you to complete all licensing requirements and continuously providing you with the tools and guidance to help you successfully communicate our wealth management proces ...[more]
Career Level:
Entry Level
Education Level:
Bachelor's Degree
Job Type:
Employee
Job Status:
Full Time
Manulife Securities Inc.
Montreal
Nov 24
FINANCIAL ADVISOR-CONSEILLER FINANCIER/ HEAD HUNTERS FINANCIAL/INVESTMENT ADVISOR - CONSEILLER FINANCIER/EN PLACEMENTS Are you looking for a challenging career where you decide how far you want to go and how much you want to achieve? COME JOIN AN ELITE TEAM Whether you are at a crossroad in your career or at the beginning of your professional life, we have the proper training and business plan to help you build your practice. One of Canada’s largest ...[more]
Relevant Work Experience:
Less than 1 Year
Career Level:
Entry Level
Education Level:
Bachelor's Degree
Job Type:
Employee
Job Status:
Full Time
Company Confidential
Montreal, QC
Nov 24
Taxation Executive Salary matches Prestige for Your Taxation Expertise—no rainmaking required. · 10 + years in Public Accounting · Superb Client Communications and Interpersonal Skills · Accounting Undergraduate Degree · Graduate Degrees and Partnership Level Experience Preferred Do you enjoy “doing the work” in taxation, or estate planning or wealth management? Be the solutions trusted advisor of highest value to y ...[more]
Career Level:
Experienced (Non-Manager)
Job Status:
Full Time
Manpower
Milwaukee, WI 53212
Nov 24
Audit Manager - Asset Management Big 4 b/g Big 4 Practice in Dublin. Currently seeking Audit Manager. 3 years PQE, Asset Management/Hedge Fund Industry expereince. Client responsibilities: M anage a portfolio of asset management audit clients and deliver the audit opinion within the client deadline. Identify areas of risk within clients' businesses, define the appropriate audit approach, know when to consult / refer upwards and apply judgm ...[more]
Career Level:
Manager (Manager/Supervisor of Staff)
Job Type:
Employee
Job Status:
Full Time
Executive Connections
Dublin
Nov 24
Consulting - Manager - Strategy & Operations - Finance & Performance Management, Edmonton Deloitte, one of Canada's leading professional services firms, provides audit, tax, consulting, and financial advisory services through more than 7,700 people in 57 offices. Deloitte operates in Québec as Samson Bélair/Deloitte & Touche s.e.n.c.r.l. Deloitte is the Canadian member firm of Deloitte Touche Tohmatsu. Your career is important to you. It's important to us, too. The time is right for yo ...[more]
Career Level:
Manager (Manager/Supervisor of Staff)
Job Type:
Employee
Job Status:
Full Time
Deloitte
Edmonton, AB
Nov 24
Manager - Marketing POSITION SUMMARY: Responsible for the planning and tactical execution of communications to the Scotia Mutual Funds sales teams, including the management of content presentation and delivery. The incumbent focuses on promoting Scotia Mutual Funds to the sales teams through various distribution channels, with a focus on delivering a clear, concise message to sales aligned with business priorities an ...[more]
Career Level:
Manager (Manager/Supervisor of Staff)
Scotiabank
Toronto, ON
Nov 24
Mortgage Advisor - Sales Are you a dynamic salesperson looking for a stable company and industry? Do you have experience in Mortgage Sales ? If so, we may have the perfect opportunity for you. Company Overview Credit Answers, LLC is a leader in the Debt Settlement industry. We serve consumers throughout the United States who are unable to meet their financial obligations. We are TASC accredited and represent the Gold-Stan ...[more]
Relevant Work Experience:
2+ to 5 Years
Career Level:
Experienced (Non-Manager)
Education Level:
Some College Coursework Completed
Job Type:
Employee
Job Status:
Full Time
Salary:
From 2,000.00 to 3,000.00 USD per month
CreditAnswers
Plano, TX 75024
Nov 24
Sales Account Specialist - Mfr SUMMARY: This position has overall responsibility for program set-up, execution, and quality for our Manufacturer contracted programs. This person is responsible and accountable for activities including, but not limited to, report development and interpretation, program budget management and execution, and troubleshooting issues. Serves as an overall knowledge center and advisor for our internal a ...[more]
Career Level:
Entry Level
Education Level:
Some College Coursework Completed
Job Type:
Employee
Job Status:
Full Time
Catalina Marketing
SAINT LOUIS, MO 63101
Nov 24
Sales Practice Consultant Who we are: BTS adds value to its clients through building engagement and capability in executives and managers to execute on the corporate goals and initiatives. BTS serves its clients from offices in New York, Philadelphia, Chicago, San Francisco, Scottsdale, Stamford, Beijing, Bilbao, Brussels, Helsinki, Johannesburg, London, Madrid, Melbourne, Oslo, Singapore, Stockholm and Sydney. For more in ...[more]
Relevant Work Experience:
10+ to 15 Years
Career Level:
Experienced (Non-Manager)
Education Level:
Bachelor's Degree
Job Type:
Employee
Job Status:
Full Time
BTS USA, Inc.
Chicago, IL 60602
Nov 24
Solutions Director If you’re a senior relationship management guru with a knack for leading internal teams, growing accounts and building strong and strategic client relationships, then opportunity knocks today. Naturally, you’re fluent in creative and technical concepts with the ability to relate them to building business and marketing solutions. People describe you as a passionate, collaborative, outgoing, consult ...[more]
Career Level:
Manager (Manager/Supervisor of Staff)
Education Level:
Bachelor's Degree
Job Type:
Employee
Job Status:
Full Time
Wirestone
Ft. Collins, CO 80524
Nov 24
Customer Advisor - Hanley (Stoke) FPSG are urgently looking for Customer Advisors based in Hanley (Stoke). Our client is a global banking organisation who has an outstanding reputation for customer service. We are looking for enthusiastic people with a passion and flair for customer service, no matter what your background is. They are looking for diverse talent from all walks of life that can bring a broad range of skills to their ...[more]
Career Level:
Entry Level
Job Type:
Employee
Job Status:
Full Time
Salary:
From 12,000.00 to 12,500.00 GBP per year
FPSG
Stoke on Trent, MID
Nov 24
Customer Service/Technical Advisor Technical Advisor - Edinburgh £14,000 per annum Working hours are 5 out of 7 days Our client, a leading outsource organisation is now recruiting for Customer Service Technical Advisors. Successful candidates will have previous experience of dealing with customer complaints and enquires over the telephone regarding IT products. You must have experience or an interest in Audio visual products or IT r ...[more]
Career Level:
Experienced (Non-Manager)
Job Type:
Employee
Job Status:
Full Time
Salary:
To 15,000.00 GBP per year
Search Consultancy
Lothian, Scotland
Nov 24
HR OFFICER HR OFFICER / job share (2 days per week Mon/Tues) (HR generalist role) LOCATION: South Yorks SALARY AND BENEFITS: £27,541 pro rata (2 days per week job share) COMPANY INFORMATION: Large well known established organisation that has an excellent reputation. A professional organisation that has excellent company values and strives to offer high standards. A friendly and team orientated environment YO ...[more]
