Strategic Financial & Investment Advisor
kohr
kohr is seeking a Financial Advisor or Investment Advisor Representative to join our team, providing strategies and knowledge in investments and insurance to help clients achieve their long‑term financial goals. The role involves building client relationships, assessing financial situations, researching strategies, implementing products, and ongoing progress reviews to guide clients throughout their lives. #J-18808-Ljbffr kohr
- ...Job Description The Strategic Financial Analyst will partner closely with senior leaders and cross‑functional stakeholders to support strategic... ...brings a strong analytical foundation, experience from investment banking or management consulting, and the ability to...Suggested
$48k - $75k
...sold. This time-sensitive position requires excellent communication and organizational skills, as well as the ability to think strategically. Benefits: ~$48,000 - $75,000 per year salary dependent on experience ~ Medical, dental and vision insurance ~ Life insurance...SuggestedFlexible hours$154.57k
Stryker Corporation in Aliso Viejo, CA, seeks a Financial Manager to oversee financial operations including preparation of financial statements... ...analysis and manage cash flow, while developing and executing investment strategies. This is a full-time position offering a...SuggestedFull time- ...Position Purpose As the Financial Service Advisor, you are the key element of our retail environment. In the Member Care Center you will build... ...of our membership altogether better in the areas of loans, investments and credit counseling. This position is primarily...SuggestedLive out
$70k - $110k
...Wealthspire Advisor Position Wealthspire is a leading wealth management, retirement advisory, and business management firm serving... ...ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions...SuggestedTemporary workWork at officeNight shift$28.07 per hour
...market distinctiveness, and execute the campus strategic plan. The division comprises the offices of Enrollment Management, Financial Aid & Scholarships, University Registrar,... ...awards. Responsibilities The Financial Aid Advisor uses professional financial aid concepts...Hourly paySeasonal workWork at officeLocal areaNight shift$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services ·... ...Company commissions and fees, Strategic Employee Benefits Services commissions...Full timeContract workFor contractorsWork at office- ...and providing comprehensive financial guidance? Sagient, a leading... ...advice across insurance, investment management, and financial planning... ...deep connections, offer strategic insights, and empower... ...Hawaii. As a Sagient financial advisor, you'll assist clients in identifying...
$50 - $60 per hour
...experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might:... ...preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and...Hourly payContract workFor contractorsWork experience placementRemote work$109.4k - $122k
...partner mentality and the ability to turn financial data into actionable recommendations.... ...on business performance to guide strategic decisions. The Day-to-Day: Manage... ...functional partner in evaluating capital investment requests and assessing their strategic...Permanent employmentFull timeWork experience placementImmediate startFlexible hours- ...provider across the US, UK & Europe . We are a financial technology company that works with the world’s largest investment banks, asset managers, and hedge funds. We... ...teams Discussing product priorities and strategic objectives with a management team that has many...Remote work
$110k - $125k
...matters? Join us. Position Title: Senior Financial Analyst (FP&A) Location: Irvine, CA... ...shape departmental and company-wide strategic decisions. Own the development and... ...to evaluate business performance, investment opportunities, and strategic initiatives...Full timeWork experience placementWork at officeLocal areaImmediate startVisa sponsorshipWork visa$110k - $185k
...profiles Utilizes broad knowledge of the investment markets and terminology to inform and... ...and development, and execution of strategic direction of business function activities... ...culture, which has a strong history of financial strength and stability. Movement within...H1bFlexible hours$100k - $130k
...Role Great Gray is looking to add a Senior Investment Analyst to our Investment team. The... ...responses to investment-related inquiries from advisors, consultants, and institutional partners... ...investment management, consulting, or financial services Advanced Excel skills,...Work experience placementWork at officeLocal areaRemote workVisa sponsorship$53.71k - $84.4k
Financial Analyst- Marketing/Ops (NH)**Job Summary**ASSA ABLOY is seeking a Financial Analyst who will play a critical role in supporting... ...and insights* Support ad hoc analysis, scenario modeling, and strategic initiatives as needed* Continuously improve reporting tools,...Work at office3 days per week$88.22k - $132.33k
...You’ll Be Doing (Responsibilities) Performs financial research and creates reports related to forecasts, profitability, investments, liquidity, cash flows, ratios, pricing,... ...recommendations relevant to operational and strategic decisions. Supports other Finance, Accounting...Work at officeRemote work$30 - $35 per hour
...accountability, and building strong relationships with our customers and internal teams. Our employees play a vital role in supporting financial operations, maintaining compliance, and contributing to the overall success of the organization. We value professionalism,...Hourly payWork experience placement- Bank of America in Rancho Santa Margarita seeks a Financial Solutions Advisor Stage I to support clients through personalized training and coaching. This role emphasizes licensing requirements while developing skills in client management and financial solutions. You will...
$81k - $122k
Workday Certified Financial Consultant, Accounting Center Lead I - Enterprise Solutions You are a Workday Certified Financials Consultant... ...business requirements, design and configure the Workday Strategic Sourcing solution, demonstrate configurations through the development...Full timeTemporary workLocal areaRemote workFlexible hours$95k - $105k
...Partner with Corporate Director of Hotel Performance and Support to determine the best approach for implementing and communicating strategic plans and new company initiatives that would further improve our emergency response and preparation. Reporting: Provide...Contract workHome office$68.9k - $124.2k
...At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team... ...recommendations to leadership. Success is measured by meeting strategic goals, managing risks effectively, and delivering clear insights...Full timeTemporary workPart timeWork experience placementLocal areaFlexible hours$205k - $240k
...expertise across public and private markets. We invest our clients' capital across a range of... ..., industry thought leader and trusted advisor to our clients. Job Description... ...founded in 2003 and has been a key source of strategic growth for PIMCO. As part of our...Flexible hours$23 - $25 per hour
...every day. As a Personal Banker/Member Service Representative (MSR), you’re more than the face of the branch—you’re a trusted financial partner. You’ll blend service, sales, and problem‑solving to help members confidently navigate their financial journeys. What...Hourly payWeekday work$72k
...Analyst Industries: M&A, Private Equity, Financial Services, Financial Sales, Technical... ...acquisition search and principal investment firm. We are a unique company in that we... ...Identify attractive companies through primary strategic research. Manage a proprietary...InternshipWork at officeLocal area$41.71k - $69k
...provides advice and guidance regarding financial solutions that are in the best interests... ...needs (e.g. everyday banking, retail investments, lending solutions, home financing (including... ...into customer conversations to provide strategic advice. Organizes work information...Part timeLocal areaImmediate startDay shift- ASSA ABLOY Global Solutions is looking for a Financial Analyst to support financial planning, analysis, and performance management. In this role, you will collaborate closely with Operations and Functional Leaders to provide insights that drive cost discipline and successful...Work at office3 days per week
- Citigroup Inc. is seeking a Business Banker in Lake Forest, California, to manage customer relationships and maximize sales opportunities. You will be a subject matter expert on banking products, develop sales strategies, and ensure a world-class customer experience. Candidates...
- ASSA ABLOY Sicherheitstechnik GmbH is seeking a Financial Analyst to support financial planning and analysis across several activities. The role involves collaborating with Operations and Product Management to enhance cost management and support new product launches. The...
$190k - $230k
...thrive. As a premier California-focused financial services company dedicated to serving its... ...growth. This role is ideal for a strategic lender with deep expertise in commercial... ...quality oversight. You’ll serve as a trusted advisor—originating and expanding loans, cross‑selling...Work experience placementWork at officeLocal areaFlexible hours- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound...Work at officeShift workWeekend workDay shift
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