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Reposted 10 Days AgoSaved
In-Office
2 Locations
84K-125K Annually
Mid level
84K-125K Annually
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Sr. Specialist will manage capital risk processes, ensure compliance with regulations, assess risks of new products, and review capital-related documents and calculations.
Top Skills: ExcelPowerPointSQLWord
Reposted 10 Days AgoSaved
In-Office
Charlotte, NC, USA
Senior level
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Data Manager oversees data delivery and management, collaborates with business and tech teams to ensure compliance, monitors performance, and leads data-related projects.
Top Skills: Data GovernanceData ManagementData ModelingData Quality ManagementProduct ManagementProject ManagementReportingSQL
Reposted 10 Days AgoSaved
In-Office
2 Locations
Entry level
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
This job involves providing financial advice, creating tailored financial plans, triaging client leads, and recommending brokerage products to help clients meet their financial goals.
Reposted 10 Days AgoSaved
In-Office
Flushing, MI, USA
70K-80K Annually
Mid level
70K-80K Annually
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provide comprehensive financial advice to clients, build financial plans, recommend brokerage products, and engage potential clients. Must hold necessary licenses and maintain compliance with regulations.
Top Skills: Brokerage ProductsFinancial Planning Software
11 Days AgoSaved
In-Office
Jacksonville, FL, USA
Junior
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Financial Solutions Advisor manages client relationships, provides financial advice, and assists clients in making informed financial decisions regarding inheritance and investments.
Top Skills: Brokerage ProductsFinancial Planning SoftwareInvestment Strategies
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Reposted 11 Days AgoSaved
In-Office
5 Locations
Senior level
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Program Manager oversees corporate change initiatives, manages project life cycles, and collaborates with cross-functional teams to execute strategies for AML/KYC processes at Bank of America.
Top Skills: ExcelMs PowerpointMs ProjectMs VisioMs Word
11 Days AgoSaved
In-Office
Peachtree City, GA, USA
Mid level
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Financial Solutions Advisor provides customized advice to clients, builds financial plans, recommends products, and ensures compliance with the SAFE Act.
Top Skills: Brokerage ProductsFinancial PlanningFinancial ServicesInvestment Products
11 Days AgoSaved
In-Office
4 Locations
Senior level
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Manage diverse administrative functions for a large department, focusing on financial control, risk management, and process improvement. Collaborate with senior management to enhance efficiency and drive strategic initiatives.
Top Skills: ExcelMS OfficePowerPoint
11 Days AgoSaved
In-Office
6 Locations
29-34
Entry level
29-34
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
As a Financial Solutions Advisor Stage I, you will obtain necessary licenses and learn to build client relationships while providing comprehensive financial advice.
Top Skills: Securities Industry Essentials (Sie)Series 66Series 7
11 Days AgoSaved
In-Office
4 Locations
29-34
Entry level
29-34
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
As a Financial Solutions Advisor Stage I, you will obtain necessary securities licenses and develop skills to manage client relationships while providing financial advice and solutions.
Top Skills: Client Management ToolsSecurities Industry EssentialsSeries 66Series 7
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