Financial Services Professional
Charter Oak Financial
Job Description
Job Description
You’ll be in business for yourself, but never by yourself: Our culture of success focuses on the unique abilities every one of our associates brings to the table, develops you to your utmost potential, and is driven by our mission to create authentic relationships that redefine possible.customize your CAREER ABOUT THE RIGHT CANDIDATERegardless of past experience, our ideal candidate possesses four key traits:•Cultural Fit: We are creative, inclusive and collaborative. How well would you work in this type of environment?•Unique Ability: This is one or two very obvious strengths an individual has. One essential unique ability we look for in this business is someone’s skill in meeting with people and wanting to help them. What unique ability would you bring to your business?•Drive: How hard are you willing to work to become successful?•Integrity: Demonstrated honesty and desire to do the right thing—always. ABOUT THE CAREERIn this role, you’ll help clients make good financial decisions for the long term while you enjoy the freedom, flexibility and growth opportunity of running your own business. RESPONSIBILITIES INCLUDE•Prospecting for clients through networking and referrals•Developing and maintaining long-term relationships with clients•Providing financial solutions for clients through fact gathering and needs analyses•Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates PROFESSIONAL DEVELOPMENT + RECOGNITION•Holistic training program for all levels•Product, marketing, compliance and technology support at both the agency level and the corporate level•Unlimited income potential•Recognition and rewards for performance, productivity and leadership Baseline educational requirements include a bachelor’s degree, and the ability to acquire a life and health license.
- ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships... ...offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored...SuggestedFull timeWork experience placementWork at officeLocal areaFlexible hours
- ...About the job REMOTE - Entry-Level - Financial Professional ***ATTENTION *** ---This is for a REMOTE or HYBRID part-time/full-time opportunity... ...and is not an hourly position We are a financial services staffing company now hiring for opportunities with Global...SuggestedHourly payFull timePart timeFor contractorsImmediate startRemote work
- ...A financial services staffing company is seeking an Entry-Level Financial Professional to work remotely. This role involves building client relationships and providing financial education. Candidates should be dedicated, detail-oriented, and able to multitask. No direct...SuggestedRemote work
$90k - $110k
...end close activities, preparing accurate financial reporting, and providing analytical... ...partners closely with Operations, Credit, and Servicing teams to monitor key metrics, costs,... ...with Senior finance leadership in a professional, team-oriented setting that emphasizes...SuggestedPermanent employmentWork at office- A financial services staffing company is seeking an Entry-Level Financial Professional to work remotely. This role involves building client relationships and providing financial education. Candidates should be dedicated, detail-oriented, and able to multitask. No direct...SuggestedRemote job
$70k - $140k
ABOUT MORGAN STANLEYMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide...Temporary workWork experience placementWork at officeLocal areaRemote workWorldwide3 days per week- ...business opportunities, and deepening engagement with existing financial professional clients across wirehouses, independent broker-dealers, and... ...is preferred. · 5+ years of experience in financial services, investment management, or financial product sales, preferably...Full timeWork at office
- ...families, and businesses navigate their financial futures through comprehensive wealth... ...by long-term relationships, experienced professionals, thoughtful investment management, and... ...unwavering commitment to exceptional client service. MJP Wealth Advisors is a...Full timeTemporary work
- ...assisting with the company’s close process and financial reporting. This position collaborates... ...and ensures compliance with professional standards, GAAP reporting guidelines, and... ...entries by loan operations team and loan servicers to reconcile servicer reports to the general...Work experience placementMonday to FridayFlexible hours
- ...with investors, workpapers and unaudited financial statements, partners’ capital... ...Accounting, Finance or similar;7+ years of professional experience; Strong understanding of investments... ...a leader in corporate and management services for private equity & infrastructure and...Work at office
- ...levels with client personnel and investment professionals both internally and externally;Provide... ...needs;Strive to provide best in class service to our clients and actively seek ways... ...also provides fund administration and financial reporting services. We mentor and develop...Work at office
- ...empowering customers to achieve positive financial outcomes while supporting Intuit’s... ...leverage your tax expertise to provide full service tax return preparation, tax advice,... ...resources such as government websites, professional tools, and team expertise to deliver accurate...Part timeLocal area
$70k - $90k
..., offering personalized and thoughtful services in independent living, assisted living... ...responsible for maintaining the integrity of financial reporting. The Staff / Senior... ...finance required. A master's degree or professional certification is preferred but not required...Full time- ...degree in Accounting, Finance, or related field ~0–3 years of accounting experience; internship or entry-level hedge fund/financial services experience a plus, not required ~ Working knowledge of QuickBooks or willingness to learn quickly ~ Strong Excel skills (...Full timeContract workCasual workInternshipWork at officeRelocationOverseas
- ...execution of monthly, quarterly, and annual financial close processes.Prepare financial... ...discipline.CPA designation or other relevant professional accounting certification is preferred.... ....Experience within banking, financial services, or another highly regulated industry...
- ...LHH Recruitment Solutions is partnering with a growing professional services organization seeking a Senior Accountant to join its corporate... ...visible role that will support the monthly close process, financial reporting, consolidations, audit activities, and special projects...Full timeInterim roleLocal area
- ...experience in AP, AR, accounting, treasury, or a related finance function -Experience with QuickBooks required -Private equity, financial services, or investment management experience strongly preferred -Strong attention to detail and organizational skills -Reliable...Permanent employmentFull timeContract workWork at officeImmediate start3 days per week
- ...Senior Accountant Role Overview We are seeking a hands-on Sr. Accountant responsible for the accurate maintenance of financial records and execution of monthly close activities across a portfolio of renewable energy project companies. Each project company operates...Full time
- ...pride in preparing them for the next step in their careers. Must have Accounting degree and minimum 3 years with relevant financial services industry experience. The candidate will be primarily responsible for accurate financial reporting, maintaining and reconciling...Full time
- ...reporting, so you'll help manage automation efforts alongside leadership. What You'll Do Maintain and update workbook based financial reporting for a portfolio of commercial, mixed use operating assets while those reports are being automated Work closely with leadership...Immediate start
- ...You’ll work across a multi-entity, international business and get exposure to consolidations, acquisitions, multiple currencies, financial reporting, and systems/process improvement as the company continues to scale. What you’ll be working on: Month-end, quarter...Full time
$25.07 - $41.79 per hour
...Specializes in our branch customer experience through lobby management, servicing and sales interactions for retail and business customers.... ...relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all...Hourly pay- ...our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients...Immediate startAfternoon shift
- ...This will include maintaining monthly financial statements for operating entities. Experience... ...and meet deadlines ● Ongoing professional development in finance, accounting, and... ...professional development ● Customer-service oriented, providing timely and accurate...Full time
$32.5 - $36 per hour
...empowering customers to achieve positive financial outcomes while supporting Intuit’s... ...leverage your tax expertise to provide full service tax return preparation, tax advice,... ...resources such as government websites, professional tools, and team expertise to deliver accurate...Local area- ...Our client, a leading financial services firm in Greenwich, CT, is seeking a Senior Accountant to join their growing team. This is a hands-on corporate accounting role focused on management company accounting, financial reporting, and supporting month-end close processes...
$40 - $48 per hour
...serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion,...Contract workTemporary workRemote work- ...is seeking a highly analytical accounting and operations professional to support the financial, investment, and administrative activities of a... ...accountants, tax advisors, investment managers, banks, and other service providers. Reconcile investment accounts, bank...Work at office
$100k - $125k
...high-volume journal entries and analyzing large datasets using advanced Excel functions. Daily duties include maintaining accurate financial records, reconciling accounts, and ensuring compliance with internal controls and reporting standards. This position is a...Permanent employmentFull time- ...working with senior leadership, and gaining exposure to global operations and acquisitions. Responsibilities Prepare consolidated financial statements, including Balance Sheet, Income Statement, Cash Flow Statement, and Equity reporting. Manage intercompany accounting activities...Local area
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