Hybrid Succession & Acquisition Consultant - Finance
Advisor Group
Osaic seeks a Succession & Acquisition Consultant to support succession, merger, acquisition, valuation, continuity and business development within its broker-dealer network. You will advise existing financial professionals needing internal succession and continuity assistance and work with advisors seeking to buy or sell within/beyond the Osaic network. You will collaborate with Business Development, Legal, Compliance, Licensing, and other partners to advance the workflow, develop reporting, #J-18808-Ljbffr Advisor Group
$51.5k - $60.2k
...and learning models to increase student success and reduce barriers to achievement in higher... ...work options, ranging from alternate to hybrid work schedules, subject to approvals per... ...The Office of Human Resources Talent Acquisition before the posting close date....SuggestedPart timeInternshipWork at officeLocal areaRelocation packageFlexible hours- ...platform of one of the largest and most successful RIAs in the country. We bring... ...Advisor ~ Proven track record of client acquisition and asset growth ~ Background in a wirehouse... ...preferred ~ Bachelor’s degree in Finance, Business, Economics or related field...Suggested
$115k - $150k
...POSITION SUMMARY The Finance Advisor is responsible for... ...financial advisory and consulting of 12-15 Cardone Ventures' clients... ...as expansion, mergers, or acquisitions. This individual will... ...and is growing by the day. SUCCESS LOOKS LIKE Clients...SuggestedFull timeTemporary workWork at officeLocal area- ...and construction-to-permanent financing. Build and maintain... ...mortgage pipeline from initial consultation through underwriting, approval... ...revenue generation, client acquisition, and cross-selling. Maintain... .... Demonstrated success growing loan production while...SuggestedPermanent employmentFull timeLocal areaImmediate start
$100k - $250k
...Entrepreneurial mindset with a commitment to a consultative, relationship-first planning... ...Development Transition financing and highly competitive commission... .... Direct pathways for book acquisition and structured practice succession planning. Estimated Compensation...SuggestedWork at officeLocal area- ...responsibilities. You will process daily activity, perform reconciliations, assist in investor statements, and support client reporting with a disciplined, checklist-driven approach. The hybrid role offers growth and competitive benefits. #J-18808-Ljbffr Acuityfundsolutions
$30.76 - $37.6 per hour
...outreach, structured discovery, consultative selling, and disciplined... ...banker shares referral outcomes, successful sales and service practices,... .... The banker balances acquisition, deepening, and service while... ...degree in business, Accounting, Finance, or equivalent experience...Temporary workLocal area- ...Position Overview Ledgent Finance & Accounting's client is seeking a dynamic Senior FP&A Analyst to join their team. This is an upward... ...executives on financial planning initiatives. Assist with acquisition integration projects and financial analysis as needed....Temporary workWork at officeLocal areaMonday to FridayDay shift
$75k - $85k
...collections) Ideal Profile ~ Bachelor's degree in business or finance, or equivalent experience ~5-7 years of commercial credit and... ...reports or not Location & Work Model Tempe, AZ — hybrid: 3 days in office, 2 days remote Limited travel required...Contract workTemporary workWork at officeLocal areaRemote work- ...opportunity to demonstrate skills necessary to successfully perform a role within the Retail... ...Center position focused on using the consultative sales process to proactively identify... ...: or by consulting with your talent acquisition partner. LOCATION -- Scottsdale, Arizona...Work experience placementWork at office
- ...on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional... ...obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with...Temporary workWork experience placementLocal area
$65k - $75k
...you’ll be paid through commissions and incentives based on your success. Job Description Thrivent is a different kind of... ...Professional development assistance ~ Retirement plan ~ Vision insurance Work Location: Hybrid remote in Scottsdale, AZ 85254...Full timeLocal areaRemote workVisa sponsorshipWork visaFlexible hours$77.5k - $82.5k
...Sr Finance Specialist Imagine a world-class engineering environment with exceptional... ...strategic planning, and ensuring financial success. Acting as a financial resource for the... ...Accounting Standards (CAS), Federal Acquisition Regulation (FAR), and Sarbanes-Oxley (SOX...Flexible hours2 days per week3 days per week- ASU EdPlus is seeking a Financial Intake Specialist to join our Success Coaching Center in Scottsdale. You will assist students with completing financial aid documents, answer questions, and ensure eligibility for certification. You will also reach out to students and sometimes...
- Arrivia, Inc is seeking a Financial Analyst in Scottsdale on a hybrid schedule (onsite Mon-Thu, with WFH Fri). You will partner with business leaders to connect financial performance with operations, and support budgeting, forecasting, and ongoing reporting. Reporting...Work from home
$80k - $85k
...Senior Program Finance Analyst Imagine a world-class engineering environment with... ...Act, Cost Accounting Standards, Federal Acquisition Regulation, government accounting, the... ...and services that enable customers to successfully execute missions across all domains of...Contract workImmediate startRelocation packageFlexible hours- ...compliance inquiries, policies interpretation, and collaborative problem-solving in a fast-paced environment. The position is full-time, hybrid with in-office requirements at the Scottsdale hub, and offers a competitive total compensation package including benefits and...Full timeWork at office
- Nationwide Financial is seeking a Regional Internal Consultant to partner with financial professionals, broker-... ...relationship management to drive growth and client success while mentoring newer associates. This hybrid role requires FINRA Series 6 and Series 63 within 1...
- ...guidance with a team of specialists. You will focus on client acquisition from existing relationships and new prospects, updating CRM and... ...network. The role requires a bachelor's degree in business or finance, 5 years in financial services with high-net-worth clients,...
- ...Banking, Trust and Investment professionals to deliver strategic counsel and comprehensive solutions across wealth management. This hybrid role requires NMLS registration under SAFÉ Act and Regulation Z, plus successful background and credit checks. #J-18808-Ljbffr U.S. Bank
- ...full-cycle financial operations for our high-growth litigation finance and private equity investment platform. This role will manage... ...complex distributions, manage credit facilities, and support acquisitions structured through MSO (Management Services Organization) and...
$55k - $70k
...Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly... ...and entrepreneurial approach will drive success as you learn and navigate all aspects of... ...setting. ~ Bachelor's degree in business, Finance or related field is preferred CRM...Full timeWork at officeImmediate start- ...mission to give clients the best chance for investment success. We're seeking Financial Sales Consultants to build meaningful relationships with clients, help... ...cold prospecting. Vanguard has implemented a hybrid working model for most of our crew members, designed...Full timeWork at office
- Vestwell is seeking a Financial Crimes Compliance Associate to own day-to-day fraud detection and AML operations across our business lines, reporting to the Manager of Financial Crimes Compliance. You will work cross-functionally with Client, Operations and Services teams...
- ...corporate CFP program to support crew in acquiring the designation. Successful completion of Securities Industry Essentials (“SIE”) exam prior... ...us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to...Full timeApprenticeshipInternshipWorldwide
- ...Qualifications/Education/Experience: ~5+ years of progressive finance and accounting experience in manufacturing environment ~... ...representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations...Work at office
- ...media outlets such as, Fortune Magazine, Inc 5000, Forbes, Yahoo Finance, multiple Business Journals and several tv and radio stations.... ...of skillsets that have proven to be leading indicators of success. In addition to the below, you have a responsibility to expand...Work at office
- ...choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful. Job Description Thrivent is a different kind of financial services provider. We believe money is a tool, not a goal....Full timeLocal area
- ...After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success. Job Description As a Thrivent Financial advisor, you’ll: Build a financial practice guiding Christians on their journeys...Full time
- ...your network within established markets Products and Services Consultation : Educate clients on our diverse financial products and... ...Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal...Full timeWork experience placementLocal areaRemote workFlexible hours
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