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They are looking for an Assistant Controller within the Finance team, serving as a key partner across all departments while managing financial operations and ensuring compliance with accounting standards. Ensure compliance with accounting principles and legal guidelines. Public accounting experie...

Job DescriptionCrafting Brighter Futures for Families At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Remote Benefits Representative Closer, you p...

North Main Street - Port Chester, New York 10573.At KeyBank we deliver top-notch banking and financial services to our customers including a wide array of mortgage loan products to help potential borrowers make their dreams become a reality.Our Mortgage Loan Officers reap the benefits of our bran...

PRIMARY PERFORMANCE RESPONSIBILITIES:.Makes up and checks department payrolls.Posts to ledger accounts from expense and appropriation records.Maintains departmental accounts and updates financial records as required.Makes periodic reports to superior concerning financial conditions.Performs or as...

Accounting Assistant / Remote] - Anywhere in U.Up to $30 per hour - As a Bookkeeper at Passthrough, you will: Maintain accurate and up-to-date financial records, including accounts payable, accounts receivable, general ledger entries, and bank reconciliations; Provide documentation and support fo...

Job Description Salary: $105,000 - 120,000 Other Forms of Compensation: yearly bonus What makes FLIK click What makes FLIK click? Our people. The decisions, actions and attitudes of our associates earn the trust and loyalty of our clients every day. We know how to pick them and we know how t...

Job Description Treasury Analyst Port Chester, NY (Hybrid) Zachys Wine International www.zachys.com About Zachys Zachys is a fourth-generation family-owned business with a rich history dating back almost eight decades. Founded by Zachy Zacharia in 1944, Zachys has evolved from a corner l...

Job Description Salary: $95,000 - $105,000 Other Forms of Compensation: yearly bonus What makes FLIK click What makes FLIK click? Our people. The decisions, actions and attitudes of our associates earn the trust and loyalty of our clients every day. We know how to pick them and we know how t...

Job Description Controller Port Chester, NY (Hybrid) Zachys Wine International www.zachys.com About Zachys Zachys is a fourth-generation family-owned business with a rich history dating back almost eight decades. Founded by Zachy Zacharia in 1944, Zachys has evolved from a corner liquor st...

Flik is a member of Compass Group USA. Click here to Learn More about the Compass Story. Compass Group is an equal opportunity employer.

Job DescriptionSalary: About Array Marketing For over 40 years, Array Marketing has been a global leader in the retail display and in-store merchandising services industry. Global brands like Este Lauder, Sephora, LOreal and Samsung to name a few, rely on our team of more than 2,000 employe...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Strong understanding of the investment management business, capital markets, and associated investment products and vehicles, including mutual funds, ETFs, SMAs, and intermittent liquidity vehicles.Strong Excel and PowerPoint experience.Working towards CFA and or CAIA designation.Insight Global i...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Must have at minimum 9+ years of experience in FP&A, financial modeling, and/or financial planning using Excel. Our client, a community bank in Stamford, CT, is hiring a new VP Financial Planning and Strategy Officer. The position would report to the Head of FP&A and be responsible for financial ...

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

Role: Administrative Assistant – Financial Services. A leading financial services firm in.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning. What makes a great Financial Services Professional?. Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion....

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

We’re seeking a detail-oriented Business Analyst to support a top-tier financial services firm. You’ll work closely with financial advisors, offering expert guidance on advisory programs, account operations, and trading processes. Experience in financial services a plus.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their overall financial well-being. As a Financial Advisor, you will serve as a trusted partner to high-...

You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele. Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, ...

Assist Senior Financial Advisors with data collection and input into financial planning software. Build and maintain client relationships in partnership with the Senior Financial Advisors. Attend meetings held by the Senior Financial Advisors with clients; conduct solo meetings with clients as ap...

This role sits within the Enterprise Consumer and Partner Data Solutions Team - a high-impact, high-visibility Center of Excellence within Synchronys Chief Data Office (CDO) organization.The VP, Product Manager will be a point of contact for Enterprise Consumer & Partner Identifiers (Enterprise I...

Experience including investment banking, private equity, finance, financial consulting, or relevant corporate positions with a financial or accounting focus will be considered favorable. In this role, you will participate in all aspects of the firm’s engagements, including assisting with bankrupt...

Deep understanding of the financial industry, particularly in customer lending.

Proven experience in sales, preferably within the insurance or financial services industry. Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decis...

We're seeking a detail-oriented Business Analyst to support a top-tier financial services firm. You'll work closely with financial advisors, offering expert guidance on advisory programs, account operations, and trading processes. Experience in financial services a plus.

Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions. Proven experience in sales, preferably within the insurance or financial services indu...

The AVP, Principal Software Engineer is responsible for the design and implementation of one or more applications or services and is part of a solution development workstream.The AVP, Principal Software Engineer must have a balanced mix of technical and business skills to often collaborate with a...

Our financial advisors help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. Highest Financial Strength Ratings and Unsurpassed Fi...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Oversee all financial functions, including accounting, financial planning and analysis (FP&A), budgeting, treasury, tax, audit, and compliance. Exceptional communication skills with the ability to present complex financial information to non-financial stakeholders. Proven success leading financia...

If currently a Synchrony Financial Employee, you must have been in your current position for at least 6 months (AP) or 24 months (level 7 or greater), have at least a "consistently meets expectations" performance rating and have the approval of your manager to post (or the approval of your manage...

The Director of Financial Planning and Analysis will work closely with the accounting and finance teams to put together timely reporting for monthly financials and weekly KPI metrics. This role will be responsible for weekly and monthly financial reporting across portfolio businesses, building an...

As a Financial Services Professional, you will:. Guide clients through important financial decisions using the latest software and our expansive product portfolio. Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Strong understanding of the investment management business, capital markets, and associated investment products and vehicles, including mutual funds, ETFs, SMAs, and intermittent liquidity vehicles.Strong Excel and PowerPoint experience.Working towards CFA and or CAIA designation.Insight Global i...

Join Northwestern Mutual's award-winning SFA agency as we grow our team of financial representatives across New York and New Jersey. As an advisor, guide clients through comprehensive financial strategies-including retirement, investments, insurance, tax strategies, and more. Commission-based, wi...

Must have at minimum 9+ years of experience in FP&A, financial modeling, and/or financial planning using Excel. Our client, a community bank in Stamford, CT, is hiring a new VP Financial Planning and Strategy Officer. The position would report to the Head of FP&A and be responsible for finan

In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. As a key member of our team, after achieving the licenses and r...

A leading financial services firm in. Role: Administrative Assistant – Financial Services.

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, in...

Deep understanding of the financial industry, particularly in customer lending.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. ...