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Reposted 6 Days AgoSaved
In-Office
Houston, TX, USA
Junior
Junior
Financial Services
The Financial Advisor Trainee will learn to develop an individual practice, provide financial advice, manage client relationships, and meet production targets through comprehensive training and mentorship.
Top Skills: Client Relationship Manager SoftwareFinancial Planning SoftwareMicrosoft Office Suite
Reposted 6 Days AgoSaved
In-Office
St. Petersburg, FL, USA
Senior level
Senior level
Financial Services
The Sr. Coordinator provides advanced administrative support in compliance, resolving issues, scheduling, data collection for reports, and assisting in training.
Top Skills: DatabasesMicrosoft WordSharepointSpreadsheets
Reposted 6 Days AgoSaved
In-Office
Ocala, FL, USA
Entry level
Entry level
Financial Services
The Financial Advisor Trainee develops skills in financial services through training, client development, and sales activities while balancing personal growth and compliance.
Top Skills: Client Relationship Manager SystemFinancial Planning Software
Reposted 6 Days AgoSaved
In-Office
St. Petersburg, FL, USA
Mid level
Mid level
Financial Services
Conduct comprehensive audits, develop risk profiles, drive audit coverage, communicate findings, and ensure compliance with policies while improving internal controls.
Top Skills: AccountingAuditingFinanceFinancial MarketsFinancial ProductsRisk Assessment
Reposted 6 Days AgoSaved
In-Office
St. Petersburg, FL, USA
Senior level
Senior level
Financial Services
The role involves building data protection policies, managing IAM technologies, providing technical input, and enhancing security through various support procedures and projects.
Top Skills: Active DirectoryAWSDhcpDnsIpamMs Entra IdPowershell
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Reposted 6 Days AgoSaved
In-Office
St. Petersburg, FL, USA
Mid level
Mid level
Financial Services
The IT SOX & 17a-5 Controls Manager oversees IT controls, assesses risks, collaborates with teams, and enhances internal controls for compliance and efficiency.
Top Skills: CosoIt Internal ControlsSox
Reposted 6 Days AgoSaved
In-Office
3 Locations
Mid level
Mid level
Financial Services
The DevOps Platform Engineer will enhance software delivery by designing CI/CD pipelines, automating processes, and collaborating with development teams, primarily focusing on .NET workflows.
Top Skills: .Net CliAzure DevopsBashGitJenkinsJfrogMsbuildNugetPowershellPythonSonarqube
Reposted 6 Days AgoSaved
In-Office
Locust Valley, NY, USA
60K-150K Annually
Mid level
60K-150K Annually
Mid level
Financial Services
Assist in analyzing portfolio analytics, asset allocation, and investment holdings. Prepare research reports, maintain financial models, and manage existing client relationships.
Top Skills: Financial Modeling SoftwareFinancial Planning SoftwareInvestment Management Analytical Tools
Reposted 6 Days AgoSaved
In-Office
Sycamore, IL, USA
36K-85K Annually
Junior
36K-85K Annually
Junior
Financial Services
The Financial Planning Consultant develops client relationships, advises on financial products, provides customer support, analyzes data, and ensures compliance with policies. Requires strong communication and interpersonal skills.
Top Skills: MS Office
Reposted 6 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Financial Services
The Investment Analyst II assists in developing asset allocation models and conducts macroeconomic research, communicating insights to stakeholders and contributing to publications.
Top Skills: BloombergExcelFactsetPowerPointWord
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