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Reposted 4 Days AgoSaved
In-Office
Washington, DC, USA
79K-118K Annually
Mid level
79K-118K Annually
Mid level
Fintech • Insurance • Financial Services
The Financial Advisor provides financial planning guidance and investment management solutions, servicing clients' unique needs to achieve their financial goals, while meeting sales objectives and ensuring compliance with regulations.
4 Days AgoSaved
In-Office
Greenville, SC, USA
26K-39K Hourly
Mid level
26K-39K Hourly
Mid level
Fintech • Insurance • Financial Services
The Private Client Specialist I supports Relationship Managers by handling client onboarding and providing administrative and analytical support for high-net-worth clients. This role involves executing complex financial transactions, engaging in financial planning discussions, and maintaining exceptional client relationships through proactive communication and service.
Top Skills: Contact Management DatabasesFinancial Planning SoftwareExcelMicrosoft PowerpointMicrosoft Word
4 Days AgoSaved
In-Office
Framingham, MA, USA
72K-108K Annually
Mid level
72K-108K Annually
Mid level
Fintech • Insurance • Financial Services
The Financial Advisor will provide financial planning guidance, sell investment solutions, manage client relationships and meet sales goals while ensuring compliance with regulations.
Top Skills: Series 63Series 66Series 7Sie
4 Days AgoSaved
In-Office
Cranston, RI, USA
62K-93K Annually
Junior
62K-93K Annually
Junior
Fintech • Insurance • Financial Services
The Financial Advisor Associate analyzes clients' financial information, educates them on investment strategies, develops client relationships, and helps achieve their financial and wealth creation goals.
Top Skills: Money Guide ProSalesforce
4 Days AgoSaved
In-Office
Mt Laurel, NJ, USA
91K-136K Annually
Senior level
91K-136K Annually
Senior level
Fintech • Insurance • Financial Services
The Finance Manager provides strategic finance advice, conducts financial analysis, manages relationships, and supports key functional objectives with insights and guidance across various business areas.
Top Skills: Excel
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Reposted 4 Days AgoSaved
In-Office
2 Locations
37-55 Hourly
Mid level
37-55 Hourly
Mid level
Fintech • Insurance • Financial Services
The Executive Assistant II provides high-level administrative support to executives, manages schedules, organizes meetings, and handles communications. This role requires problem-solving, attention to detail, and interaction with both internal and external stakeholders.
Reposted 4 Days AgoSaved
In-Office
3 Locations
97K-146K Annually
Senior level
97K-146K Annually
Senior level
Fintech • Insurance • Financial Services
The Specialized Finance Manager oversees complex finance functions, providing expertise, managing projects, and ensuring compliance while guiding teams and stakeholders.
Top Skills: AccountingFinancial Reporting
Reposted 4 Days AgoSaved
In-Office
3 Locations
91K-146K Annually
Senior level
91K-146K Annually
Senior level
Fintech • Insurance • Financial Services
Oversee the Recovery and Resolution Planning function, managing outputs, liaising with stakeholders, and coordinating regulatory submissions while ensuring compliance and process enhancement.
Top Skills: Analytical ToolsFinancial RegulationsReporting Frameworks
Reposted 4 Days AgoSaved
In-Office
2 Locations
35K-57K Hourly
Mid level
35K-57K Hourly
Mid level
Fintech • Insurance • Financial Services
The Credit Analyst III conducts detailed industry and financial analysis for borrowers, supports lending functions, prepares approval memorandums, monitors compliance, and trains junior analysts.
Top Skills: ExcelMicrosoft Word
4 Days AgoSaved
In-Office
2 Locations
30K-48K Hourly
Mid level
30K-48K Hourly
Mid level
Fintech • Insurance • Financial Services
The Paralegal provides legal support to attorneys, conducts research, prepares legal documents, and assists with compliance relating to financial crimes.
Top Skills: AccessExcelMicrosoft WordOutlook
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