Average salary: $80,000 /yearly
More stats ...We are seeking a Wealth Advisor, CFA to support a high potential niche vertical and take accountability for better financial outcomes, instead of managing wealth, to accelerate it. We strive to double net worth outcomes at retirement, and our initial work with clients...
Suggested
Full time
$48k - $60k
...of financial statistics and accounting principles
Working knowledge of all statutory legislation and regulations
BS/MA degree in Finance, Accounting or Economics considered a plus
Professional qualification such as CFA/CPA or similar will be considered a plus...
Suggested
Full time
...packages to deliver effective portfolio, risk, and trade analyses.
Candidates that possess or are actively progressing towards a CFA designation especially encouraged.
Required Experience
Strong proficiency in quantitative analysis, statistical modeling, and optimization...
Suggested
Remote job
Permanent employment
Full time
Home office
Flexible hours
$87.1k - $117.9k
...experience supporting portfolio management
~ Bachelor's degree in finance, Mathematics, Accounting, Economics, Statistics, or Business
~ CFA or willingness to achieve CFA designation.
~ Experience using Bloomberg, Yield Book, S&P Capital IQ and SNL
~ Prior work...
Suggested
Full time
Work experience placement
Remote job
...concisely articulate key information to leadership
Skills & Other Requirements
~ Bachelor’s degree in Accounting or Finance, CPA or CFA a plus
~3+ years in Financial Due Diligence or Private Equity finance preferred
~2+ years managing an efficient team and an...
Suggested
Full time
...progressively responsible work experience
Professional certifications:
Series 7 and 65 or 63
Life/Health Insurance license
CFA (preferred) or eagerness to obtain within an agreed upon time frame
Strong client focus with excellent listening skills and...
Suggested
Full time
Work experience placement
Remote job
Home office
...encouraged to apply. The Ideal candidates for this position are highly motivated and dedicated and should possess the below qualities.
CFA/ FMVA qualification OR
Bachelor’s degree in finance, Business, or related field; MBA preferred.
US GAAP
Proven experience in...
Suggested
Full time
Contract work
Temporary work
Local area
Work from home
...graduate degree in Business, Finance, Engineering, Accounting, Economics, or other quantitative disciplines.
~ Nice to Have: MBA, CFA, CPA
Job Information:
Location - State/Remote
Employment Type - Full Time
Base Salary Range - $81,000 - $121,000 USD...
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Full time
Temporary work
Work experience placement
...technical and interpersonal skills combined with the desire to work closely with various teams across the company Preferred Qualifications CFA Total Rewards Dropbox takes a number of factors into account when determining individual starting pay, including job and level they...
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...environment
~Experience working in an open-source or data science-oriented company
~Experience or working knowledge of Python in Excel
~CFA license
Why You’ll Like Working Here:
~Unique opportunity to translate strong open-source adoption and user enthusiasm into...
Suggested
Remote job
Flexible hours
$75k - $125k
...Experience conducting investment/manager due diligence and research
Familiarity with financial and investing calculations and metrics
CFA designation or CFA II/III candidate preferred, not required
Benefits :
~401(k)
~ Dental insurance
~ Health insurance
~...
Suggested
Holiday work
Full time
Remote job
Monday to Friday
...accounting and tax acumen
• Outstanding analytical skills
Qualifications
• Bachelor’s degree in a quantitative field. MBA or CFA is beneficial.
Experience
• 4-6 years renewable energy project finance experience, with direct work experience in financial...
Suggested
Holiday work
Permanent employment
Temporary work
Work experience placement
Christmas work
New year
Local area
Immediate start
Remote job
Flexible hours
...a fully remote capacity.
Preference Given to Candidates with the Following Qualifications:
Active Chartered Financial Analyst (CFA) designation preferred.
Master’s degree in finance, investments, statistics, economics, business administration, or related field...
Suggested
Permanent employment
Full time
Remote job
Work from home
Flexible hours
...A minimum of 2-5 years' experience required, preferably within audit, transaction advisory, or other finance-related roles
CPA or CFA certification or working towards obtaining (preferred)
Strong current knowledge of U.S. Generally Accepted Accounting Principles...
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Full time
Contract work
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...and regulations.
Minimum Required Qualifications:
~ Bachelor's degree in Accounting or Finance
~ MBA or CPA (or equivalent) or CFA a plus.
~5 to 10 years financial services work experience in credit extension, underwriting, review, or analysis.
~ Strong credit...
Suggested
Work experience placement
Bank staff
...both internally and externally in a professional manner with clients and colleagues
- Experience with crypto currency assets
- CPA, CFA or MBA preferred but not required
Benefits:
- 4 weeks paid vacation per year
- 100% company paid health, dental, vision, short...
Remote job
Full time
Temporary work
...Excel user with the ability to produce dynamic financial models
~ A thorough understanding of financial statements and 3-statement modeling
~ CPA or CFA designations are a plus
~ A sense of ownership and accountability, coupled with excellent communication skills...
Remote job
Full time
...valuations comps.
Job Requirements:
~Bachelor’s Degree in Analytics or relevant field, professional experience may be substituted.
~MBA, CFA, CPA, or other types of advanced degrees are preferred.
~2+ years’ supervisory experience with demonstrated ability to mentor and...
Holiday work
$80k - $150k
...planning
What You Need for this Position
~ Currently advising a $50m+ book of business
~ Active designation(s) as a CFP, CPWA, CFA or similar
~5-8+ years experience in client-facing financial services roles
~ Significant experience in delivering financial...
Full time
Immediate start
Remote job
Flexible hours
...continuous improvement initiatives
Or an equivalent combination of education and experience
Education & Experience Preferred
~ CFA, CPA, CMA, or equivalent training and certification
Travel
Less than or equal to 10%
Principal Duties &...
Holiday work
Work experience placement
Remote job
Work from home
Flexible hours
...’s Degree from a 4-year university in finance, accounting or related field.
– Advanced degree or professional certification (e.g., CFA, FRM) is a plus.
– 3+ years of experience in middle office, back office, or operations roles within a proprietary trading firm or financial...
Remote job
Full time
Work from home
...as well as with external partners.
Desired Characteristics
Master’s degree in a related field, Chartered Financial Analyst (CFA) and/or Certified Treasury Professional (CTP) preferred.
Proven to be effective driving outcomes in large, matrixed organizations...
Temporary work
Remote job
Relocation package
...Description:
Seeking experienced Valuation professionals (CFA/ABV/CVA) with purchase price allocation and ASC 805 experience for various projects across the US - both fully remote and travel opportunities are available.
The Valuation Advisory Consultant will...
Remote job
Contract work
Freelance
...strategic analysis and planning
~1+ years experience supporting technology and product business teams
~ Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license
~ Proficient in Microsoft Excel and G Suite
~ Strong business relationship,...
Remote job
Full time
Part time
Local area
...tools to enhance efficiency and accuracy.
Required Skills and Qualifications:
~ BA/BS from top-tier educational institutions; MBA, CFA, and/or other relevant certifications are a bonus.
~5+ years experience in a strategic financial leadership role for a high-growth...
Remote job
Full time
Apprenticeship
Local area
Worldwide
...degree
~Authorization to work in the United States
Preferred Qualifications
~Ability to code in python, R, or similar languages
~CFA or CAIA or interest in pursuing these certifications
$135,000 - $180,000 a year
The base salary range for this position is $135...
Full time
Local area
Remote job
...and verbal presentation skills.
Ability to use and monitor fixed-income portfolio analytic models
Candidates must have an MBA and a CFA is strongly preferred.
This role can be 100% remote.
Keywords: Credit Analyst, High Yield Bonds, Corporate Bond Research, Sell-Side...
Remote job
...Applications (e.g., ERM, GRC), Regulatory Reporting (e.g., SEC, FRB), Certified Public Accountant (CPA), Certified Financial Analysis (CFA), Risk Management Professionals (e.g., ORM, CRC) or Project Management Professional (PMP)
Spanish skills
Your Personality:
You...
Remote job
...support to the sales team as needed
Minimum Requirements:
Must have a Bachelor's degree in Finance, Accounting, or Business or CPA, CFA, or similar
Must have 5+ years in the medical billing industry, PT/OT/SLP experience is strongly desired
Must have experience...
Remote job
Full time
Temporary work
Bank staff
...if:
~ Bachelor's degree in Finance, Accounting, Business, or a related field. Master's degree or professional certifications (e.g., CFA, CPA) is a plus.
~5+ years customer-facing experience in commercial sales with an emphasis on strategic and financial modeling/...
Remote job
Relocation
Work visa
Night shift