Many people (50 percent) find their calling in financial services after working in other industries. All of our advisors are leaders of their own clients and their own financial practice. You will learn how to build your practice using our business model and through our 5 year training and developme...
Essential Duties and Responsibilities:.Enter new account data for onboarding firms.Review the completeness of new accounts entered by the field.Answer advisor and staff questions regarding paperwork requirements and the status of new accounts and transfers via inbound calls and emails.Initiate incom...
About Infosys Financial Services:Infosys Financial Services (FS) practice is a thriving macrocosm. Job description Infosys is seeking a Client Partner for its Financial Services vertical. Our IT solutions for financial services contribute to nearly one-third of the company’s revenues. The biggest tr...
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&a...
Today, more than 500 First Command Financial Advisors – four out five of whom are veterans or military spouses – are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security. Coach military families on steps they can take to gain ...
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&a...
Western Funding is a fast growing, specialized consumer finance company and subsidiary of Westlake Financial Services, providing automobile financing to borrowers with limited access to traditional credit. Western Funding enables the origination, accepts assignment of and services installment loan c...
Supervisor, Financial Services Operations. As the Financial Services Operations Supervisor, you will be responsible for leading and developing a team of associate level transfer agency representatives responsible for delivery service excellence to our clients and their shareholders. Within the Trans...
Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Review prospects' personal financial situation and provide solutions. ...
Financial Services Operations Representative I, II and III (GIDS Core Processing). As a Financial Services Operations Representative, you will be providing. Preference is given to candidates with prior financial services experience; specifically with operations transaction processing and/or phone re...
Experience building innovative Banking, Financial Services, and Insurance (BFSI) digital solutions highly desirable. We provide expert, sustainable solutions in records and information management, digital transformation services, data centers, asset lifecycle management, and fine art storage, handli...
Manager, Financial Services Operations. As the Manager, Financial Services Operations, you will be responsible for leading and developing a team of Supervisors in our Core Processing department. We provide back-office financial services to Mutual Fund Clients and their investors. Experience in finan...
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&a...
Our representatives provide financial products to help members protect their families and their futures. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too. Our Recruitment Coo...
Your work here contributes directly to redefining what it means to be a financial advisor and a leader, setting new standards for excellence and trust. Rethink Wealth, you’ll be instrumental in offering customized financial strategies, ensuring our clients are well-equipped to meet their financial o...
We have a SPOT for YOU at NavSav! We are in need of a passionate, hard working, and experienced SVP Controller to lead our accounting team. Insurance Accounting/Controller experience. ...
We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime. Our Financial Professionals come from a variety of backgrounds including recent college grads, c...
While our competitors value their profits over their advisors, our mission is to put the education of our advisors first. At many financial services firms, the advisor’s only job is to grow the amount of assets under management. Is the financial advisor role for everybody? Absolutely not. The Fitzpa...
This role supports our Financial Planners and Advisors, and our ideal candidate is someone with a desire to grow into a Financial Planner role as well. Support our Financial Planners and Advisors through financial planning research and analysis unique to each client. At Briaud Financial Advisors, we...
Assistant Controller with HIGH Growth Potential. Are you an experienced accountant looking for an incredible growth and leadership opportunity? Our client, a community-minded utility company, is seeking a dedicated Assistant Controller to join their dynamic team. Perfect for those aspiring to become...
We are seeking a dynamic and strategic Chief Financial Officer (CFO) to join our team at KJ. With a focus on professional consulting engineering, scientific and related services, our company has a rich history of growth and success, and we are looking for a visionary leader to help shape our financi...
We have an Oil & Gas client based in Corpus Christi, TX looking for a Document Controller to join their team ASAP!. ...
We are growing and adding a highly experienced Consulting Controller to our team in Austin. What does this role look like? You will interact with other Controllers on our team to build the practice and communicate effectively with all levels of the organization. Our Consulting Controllers usually wo...
Title: Business Analyst- Regulatory Reporting- FR Y-14. The Business Execution Consultant will work collaboratively with members of CB Lending Transformation product groups, Front Line Risk and Control, CB Operations, Risk, Finance and other teams to identify, articulate, and deliver data solutions ...
Financial Reporting Analyst will be responsible for preparing, examining and analyzing records or operational reports in order to assess for accuracy, completeness and conformity to procedural standards. Financial Reporting Analyst, you will: Compile, analyze, and record account transaction informat...