Strategic Financial Planner & Client Solutions Advisor
$75k - $85kKentucky Counseling Association
Kentucky Counseling Association is seeking a Financial Advisor to provide customized solutions to clients. The position involves meeting with clients, reviewing financial and investment goals, and recommending suitable products. Successful candidates will hold Series 7 & 66 licenses and have a minimum of three years in the financial services sector. The role offers competitive compensation ranging from $75,000 to $85,000 annually, depending on experience and performance metrics. #J-18808-Ljbffr Kentucky Counseling Association
$70k - $80k
Bank of America is seeking a financial advisor in Oklahoma. The role involves providing comprehensive advice to clients, helping them achieve financial goals through strategic planning and recommendations of brokerage products. Candidates must possess Series 7 & 66, with...Suggested- TwinThread is seeking an Associate for its Strategic Financing Solutions team in New York City. The Associate will engage in the full cycle of transactional... ..., preparing marketing materials and presentations for clients while supporting senior team members in corporate...Suggested
- Investment Banking-Strategic Financing Solutions-Associate New York, NY, United States We are seeking a... ...situations, including private and emerging financial innovations. Our team leads the... ...there is a developing theme. The team is client centric, severing as complementary...SuggestedWork experience placement
- ...-Time Industry: Investment Banking / Financial Services Experience Level: Analyst /... ...This posting represents the type of Strategic Financial Planner roles featured within the Career Launch... ...AI platform. Career Launch Assessment Link: #J-18808-Ljbffr TEEMA Solutions GroupSuggestedFull timeInternship
- A leading financial institution is seeking a Financial Solutions Advisor in the New York area to provide tailored financial advice and investment solutions to clients. The ideal candidate will have a solid background in the financial services industry and relevant licenses...Suggested
$77k - $202k
...providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help... ...operational efficiency and achieve strategic objectives. Focused on relationships...Full timeH1b$120k - $156k
A technology solutions provider is looking for a remote Principal Solution Sales Executive to oversee complex solution sales... ..., strong IT sales acumen, and the ability to develop strategic relationships with clients. This role comes with a competitive salary ranging from...Remote job$100k - $130k
...business and maintaining existing client relationships for Private Capital Solutions products. The ideal candidate... ...experience, strong understanding of financial markets, and possess excellent communication... ...sales goals, developing strategic sales plans, and leading client...$99k - $232k
...business. We support our clients by addressing the... ...clients optimise and align financial planning,... ...performance management solutions that help clients modernize... ...capabilities and enable more strategic, data-driven finance... ...serve as a trusted advisor across finance transformation...Full timeH1b$99k - $232k
...business. We support our clients by addressing the... ...clients optimise and align financial planning,... ...performance management solutions that help clients modernize... ...capabilities and enable more strategic, data-driven finance... ...serve as a trusted advisor across finance transformation...H1b$10k
...place to do it. About the Role Ramp's Strategic Finance team sits at the center of how... ...— and looking for people with sharp financial instincts, a builder's mindset, and the... ...mentality — you dissect complex problems, find solutions, and drive them to completion with a...Full timeWork at officeHome officeRelocation packageFlexible hours- ...consulting firm is seeking a Workday Certified Financials Consultant with expertise in Strategic Sourcing. This remote position requires 4+... ...customer service. Join us in providing efficient Workday solutions with a focus on client satisfaction. #J-18808-Ljbffr IntecrowdRemote job
- A consulting firm specializing in Workday solutions is seeking a Workday Certified Financial Consultant focused on Strategic Sourcing. Responsibilities include successful implementation... ...mentoring other consultants, and delivering client demonstrations. The ideal candidate will...Remote job
- Workday Certified Financial Consultant (Strategic Sourcing) United States Founded by former Workday clients, we value partnership and engagement as a cornerstone of our business... ...strategies. We develop maintainable solutions and provide support for integration testing...Contract workRemote work
$65k - $80k
Bank of America is seeking a Financial Advisor to provide comprehensive financial advice to clients. Responsibilities include developing financial plans and recommending investment strategies aligned with client goals. The ideal candidate will have a Series 7 & 66 licenses...$175k - $200k
...Structured Finance Associate - Global Financial SolutionsApplylocations: New... ...make a difference for every client, organization, and community... ...details.**Global Financial Solutions:** MUFG’s Global Financials... ...the bank’s risk appetite and strategic goals.**Post-Closing...Work at officeLocal areaRemote work$90k - $125k
...technology and service provider globally. As a Strategic Finance Associate Principal at Via, you will lead high-priority financial projects to drive rapid growth, guide... ...corporate finance and accounting Creative and solutions‑oriented; you’re able to think on your feet...$100 - $120 per hour
This role is for one of our clients Compensation: $100-$120 per hour... ...(remote) We are seeking a Strategic Finance AI Expert to bridge... ...advanced analytics with high-impact financial decision-making. This role... ...and implement emerging AI solutions to improve financial decision...Hourly payContract workPart timeRemote workWeekday work$110k - $130k
...business, we seek to provide our clients excess return at every point... ...platform has served the financial return needs of our clients and... ...businesses with innovative capital solutions for growth. Through Athene,... ...stage of their career. The Strategic Finance team is seeking an...Local areaFlexible hours$80k - $90k
Cornerstone Building Brands is seeking a Market Development Representative to enhance market presence for light gauge steel building solutions across various sales channels. The ideal candidate will collaborate closely with builders, architects, and contractors....For contractors$126k - $189k
...Whether you're building smarter solutions, supporting customers, or... ...Solution Consulting team acts as a strategic partner to the sales... ...Management experience to join our Financial Services (FSI) industry-... ...you will serve as a trusted advisor to executives at financial institutions...Work at officeRemote workHome officeFlexible hours$83k - $110k
...We're looking for an Analyst, Strategic Finance & Corporate FP&A to... ...talent coming from top-tier financial institutions, global technology... ...* Deliver Best-in-Class Client Experiences * Achieve More Together... ...to develop innovative solutions to complex problems. As we get...Permanent employmentFull timeTemporary workCasual workWork at officeFlexible hours- ...seeking a dedicated professional for a financial advisory role in New York. This position... ...providing tailored financial advice to clients, developing financial plans, and recommending... ...like stocks, bonds, and managed solutions. Qualifications include holding Series 7...
- ...Sigma in New York, NY is seeking an Analyst to join the Portfolio Solutions and Initiatives team, focusing on operational processes within... ...have a Bachelor’s degree and over 3 years of experience in financial services, with strong analytical and problem-solving skills....
$65k - $80k
Bank of America in Oklahoma seeks a Financial Advisor to assist clients in planning their short and long-term financial goals. This role requires holding Series 7 and 66 licenses and at least one year of experience in the investments and financial service industries. Key...Temporary work- ...seeks a Banking Service Professional in New York to deliver exceptional customer service and promote banking solutions. Responsibilities include educating clients, performing banking transactions, and supporting sales activities. Ideal candidates have a high school...
- ...Chase & Co. seeks a Relationship Banker in New York to deliver exceptional client experiences. In this role, you will build and maintain strong relationships by providing tailored banking solutions using advanced technology and friendly service. The ideal candidate has...
- ...resolving inquiries. The ideal candidate should have a high school diploma and be able to work effectively with customers, providing guidance on banking services and solutions. Various benefits are included, such as paid time off and a 401K plan. #J-18808-Ljbffr Regions Bank
- ...Business Banking division in New York. This role emphasizes building strong customer relationships while providing tailored financial solutions and ensuring compliance with banking policies. The ideal candidate should have at least 6 months of customer interaction experience...
- ...Banking division in Woodside, New York. Join a leading financial services employer known for its commitment to talent development... ..., assisting with account openings, and educating clients on digital banking solutions. Candidates should have at least 6 months of customer...
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