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Advise on financing transactions, including debt offerings, securitizations, and other capital markets activities. * General Corporate Support: * Assist in the drafting and negotiation of various ...

Job Overview As a Cosmetic Sales colleague, also known as a Beauty Advisor, your focus is to ... Employee Assistance Program (mental health counseling and legal/financial advice) * Resources for ...

World Insurance Associates ("World") is a unique financial services organization with a global ... Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your ...

Maintain a client caseload, providing one-on-one advisement on business planning, financial projections, marketing, and other business strategies. Support staff with client counseling as needed

We've developed technology that makes it easy for insurance brokers and financial advisors to find best-fit coverage for their clients on an ongoing basis, but that's just the start. Our mission is ...

We also offer a financial advisor who can help you with your investment options. * Coaching

Our client is a non-profit. They seek a temp to perm Career Advisor to join their Brooklyn, NY ... Accounting & Finance, Administrative Support, Compliance, Human Resources, Marketing, and ...

In this role, you will be the primary point of contact for CPAs, RIAs, financial advisors, and individual clients, providing exceptional support and guidance in tax savings strategies. Your ability ...

Advise on any changes to our corporate structure or financial strategy as we grow. * Controller Duties : Set up and refine expense classifications for accurate financial reporting. Help optimize our ...

You will be offering financial products like IUL's, Annuities, Life Insurance, etc. to people who have reached out requesting more information.

Advising clients on income reporting, tax questions, and tour financials. Handling agency-wide 1042-S / EFTPS filings. * Assisting with the development and implementation of company policies and best ...

... and trusted advisor to our clients. Job Description The Alternative Funds at PIMCO total ... The Financing Team sources, evaluates and executes complex fund and investment-level financing ...

Advise clients on complex issues relating to registered investment companies, supporting a diverse client base that includes start-ups, boutique firms, and global financial institutions. * Provide ...

Act as a trusted advisor in engagements, with exposure to public market activities. * Mentorship ... Advanced skills in financial modeling, valuation, and market analysis, with a track record of ...

Work with external tax advisors and consultants to ensure the company's tax strategies are aligned with its business goals. * Support the CFO and senior management in making informed tax-related ...

Nurture and grow key senior client relationships by being a trusted advisor to senior client ... Strong business and financial acumen * Deep understanding and passion

Advise business areas on Firm policies and procedures and applicable securities laws and ... and the '34 Act, Financial Industry Regulatory Authority (FINRA), Securities and Exchange ...

The Sectors, Themes, and Finance Solutions Department (STF) plays a pivotal role in advancing ... Advising project teams on structuring investment operations to align with country development ...

... to help financial services firms administer firm compliance and supervision policies at scale ... In this role you will work closely with early clients, subject matter experts and board advisors ...

... advisor and cannot house FINRA licenses). Offered salary is between $159,000 and $207,000 per year ... financial security, health, and overall wellbeing. * Flexible working arrangements, advanced ...

You will be a trusted advisor for our existing and future customers, helping them save costs and time by improving their SAP license and authorization management. Responsibilities • Maximize ...

Financial Advisor Role at Northwestern Mutual, New York, NY We are seeking an eager, strategic, and definitive candidates to fill an open Financial Advisor Role that offers room for growth and a ...

You'll get to know customers' personal financial goals and recommend tailored solutions to help ... and advise you of next steps quickly. Preferred skills/experience: * 1 year cash handling ...

Build and maintain effective relationships with external advisors, auditors, and regulatory authorities * Coordinate with other departments (e.g., Finance, Legal, Treasury) to address tax-related ...