Search Results: 14 vacancies
...financial initiatives and optimizations.
Minimum Qualifications:
- Bachelor’s degree in Finance, Accounting, or related field. CPA or CFA certification preferred.
- Extensive experience in financial management, accounting, or a similar role.
- Proficiency in...
Suggested
Part time
Freelance
Second job
Remote job
Worldwide
Flexible hours
...building a better personal finance experience
Existing transferrable client base
Series 65 or equivalent; clean U4
BONUS POINTS
~ CFA or CFP certification
Additional Information
TRANSITIONS
We make bringing over your existing client base a seamless...
Suggested
Remote job
...Registrations:
BA or BS Degree in Accounting or in Finance; preferred.
Registrations - Series 7 + Series 63 or 66, Series 65, CFA, CFP
All licenses must be obtained within 120 days from the start date.
Skills:
Financial Planning
Investment Management...
Suggested
Holiday work
Temporary work
Work experience placement
Immediate start
Remote job
...consulting, accounting diligence, or restructuring experience;
MBA or other advanced degree or certification preferred (e.g., CPA, CFA, etc.);
Flexibility to travel up to 80% of the time
Existing PE relationships a plus (personal or professional)
#LI-LS1...
Suggested
Interim role
Self employment
Flexible hours
...needed basis.
Active in investment areas including research and publishing original written material.
Requirements:
CFA highly preferred.
Experience as a CIO highly preferred and experience managing a team of CFAs.
Excellent project management...
Suggested
$55k - $120k
...7 years of relevant trust administration experience
* Strong teammate who enjoys collaboration with internal partners
* CTFA, CFP, CFA, CES, or equivalent
* Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative...
Suggested
Full time
...the time.
- Fluent in English, both written and verbal.
- Legally authorized to work in the US.
Preferred Qualifications:
- CFA or CIIA certification.
- Familiarity with permanent equity, buy-and-build strategies, or vertical-market software.
- Eagerness to...
Suggested
Permanent employment
Full time
Local area
Remote job
Flexible hours
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...Capabilities, Skills Six plus years of work experience in Private Banking or Financial Services Bachelor's Degree required; MBA, JD, CFA, or CFP preferred Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain...
Suggested
Temporary work
Work experience placement
Local area
...Enterprise Risk Management function in the financial services industry
Professional Designation such as: Certified Financial Analyst (CFA), Chartered Enterprise Risk Analyst (CERA), Financial Risk Manager (FRM), etc.
Knowledge of NAIC ORSA, Solvency II, Basel, and...
Suggested
Full time
$80k - $100k
...optimize financial processes.
#
Qualifications:
~ Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CFA designation is a plus.
~5 years of progressive experience in financial analysis, FP&A, or related roles.
~ Strong proficiency in...
Suggested
...evaluation and upgrading of financial systems and accounting cost processes.
BASIC REQUIREMENTS & PREFERENCES/REQUIREMENTS
CPA, CFA, CMA, MBA is preferred.
+10 years of upward advancement in the financial operations and reporting within a LIFE INSURANCE carrier...
Suggested
Temporary work
$40 - $60 per hour
...software
~ Macros, Power BI, Tableau, Power Pivot, SQL, Access and/or related software systems preferred
~ Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) designation preferred
~ Knowledge of Generally Accepted Accounting Principles (GAAP)...
Suggested
Interim role
...sit for the CPA
* If not CPA eligible:
* Licensed attorney
* Enrolled Agent
* Certifications:
* Chartered Financial Advisor (CFA)
* Certified Financial Planner (CFP)
* Ability to travel up to 25%, on average, based on the work you do and the clients and...
Suggested
2 days per week
3 days per week
...client experience and works tirelessly on the client’s behalf
Preferred Qualifications, Capabilities, and Skills
MBA, JD, CFA, or CFP preferred
Proactive, takes initiative, and uses critical thinking to solve problems
Dynamic and credible professional...
Suggested
Temporary work
Work experience placement
Local area
