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Reposted 23 Days AgoSaved
In-Office
New York, NY, USA
171K-284K Annually
Expert/Leader
171K-284K Annually
Expert/Leader
Fintech
The Senior Wealth Advisor leads client relations, develops sales strategies, promotes financial services, and manages client relationships for revenue growth.
Top Skills: Financial PlanningInvestment ManagementSalesWealth Management
Reposted 24 Days AgoSaved
In-Office
Tonawanda, NY, USA
Mid level
Mid level
Fintech
The Financial Advisor provides customized financial solutions to clients, manages investments and insurance solutions, and mentors junior staff, focusing on client needs and compliance.
Top Skills: 6365 Or 66 LicensesFinra Series 7Life/Variable Insurance Licenses
24 Days AgoSaved
In-Office
Buffalo, NY, USA
108K-179K Annually
Expert/Leader
108K-179K Annually
Expert/Leader
Fintech
The HR Finance Consultant leads complex accounting initiatives in HR, ensuring compliance and providing insights on compensation and benefits, while collaborating with various departments.
Top Skills: Financial AccountingGaapPayroll AccrualsPension AccountingRegulatory Reporting
24 Days AgoSaved
In-Office
6 Locations
113K-189K Annually
Senior level
113K-189K Annually
Senior level
Fintech
Analyze marketing channel performance and customer behavior using statistical techniques to drive acquisition and revenue growth. Mentor junior analysts and ensure compliance with risk standards.
Top Skills: Cloud DatabasesPythonRSASSQL
Reposted 24 Days AgoSaved
In-Office
Bridgeport, CT, USA
76K-127K Annually
Junior
76K-127K Annually
Junior
Fintech
Provide financial advice and solutions to a book of business, focusing on investments and insurance for mass affluent clients. Responsibilities include portfolio analysis, advising customers, achieving sales goals, and ensuring compliance with regulations.
Top Skills: 6365 Or 66 LicensesFinra Series 7Life/Variable Insurance Licenses
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24 Days AgoSaved
In-Office
Buffalo, NY, USA
124K-206K Annually
Senior level
124K-206K Annually
Senior level
Fintech
Lead and manage data science teams to build models and drive business solutions; oversee compliance analytics and ensure data quality.
Top Skills: Bayesian ModelingClassification ModelsCluster AnalysisMultivariate StatisticsNeural NetworkNot SqlSQL
Reposted 24 Days AgoSaved
In-Office
Wyomissing, PA, USA
Mid level
Mid level
Fintech
The Financial Advisor provides customized financial solutions to affluent clients, meets sales goals, and ensures compliance with regulations while mentoring junior staff.
Top Skills: 6365 Or 66 LicensesFinancial Sales ToolsFinra Series 7Life/Variable Insurance Licenses
Reposted 24 Days AgoSaved
In-Office
Baltimore, MD, USA
Mid level
Mid level
Fintech
The advisor provides financial solutions to mass affluent clients, identifying their needs and delivering customized investment and insurance services while maintaining compliance and managing relationships with clients and internal partners.
Top Skills: 63 And 65 Or 66 LicensesFinra Series 7Pertinent State Life/Variable Insurance (Lah) Licenses
Reposted 24 Days AgoSaved
In-Office
Binghamton, NY, USA
62K-104K Annually
Senior level
62K-104K Annually
Senior level
Fintech
The Financial Advisor provides tailored financial advice and solutions, manages client portfolios, meets sales goals, and ensures compliance with regulations while nurturing client relationships.
Top Skills: Finra Series 63Finra Series 65Finra Series 66Finra Series 7
Reposted 24 Days AgoSaved
In-Office
Irvine, CA, USA
35-58 Hourly
Junior
35-58 Hourly
Junior
Fintech
Evaluate credit risks for equipment finance loans and leases, analyze financial data, assess creditworthiness, and monitor compliance with credit policies.
Top Skills: Cash Flow AnalysisCredit Policy ComplianceCredit Rating SystemsFinancial AnalysisFinancial Statement AnalysisPersonal ComputersRisk AssessmentSoftware Programs
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