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Reposted 5 Days AgoSaved
In-Office
2 Locations
71K-100K Annually
Junior
71K-100K Annually
Junior
Fintech
The Lead Business Analytics Associate formulates hypotheses and analyzes data to provide insights and solutions for business challenges, collaborating with various partners.
Top Skills: ExcelMicrosoft Powerpoint
5 Days AgoSaved
In-Office
Brooklyn, OH, USA
Mid level
Mid level
Fintech
The Client Administrator assists a Senior Institutional Advisor in managing client relationships and performing administrative duties, ensuring service quality, compliance, and satisfaction.
Top Skills: ExcelKofax PdfPowerPointWord
Reposted 5 Days AgoSaved
In-Office
Pittsburgh, PA, USA
Entry level
Entry level
Fintech
The Associate Private Client Advisor assists in delivering investment solutions to Mass Affluent clients, focusing on financial wellness, planning, and building partnerships to achieve sales goals. Responsibilities include client management, service delivery, and supporting Private Client Advisors in providing needs-based financial solutions.
Top Skills: Finra License S63Finra License S65Finra License S66Finra License S7Finra Security Industry Essentials
5 Days AgoSaved
In-Office
2 Locations
130K-160K Annually
Senior level
130K-160K Annually
Senior level
Fintech
The Senior Compliance Manager leads operational risk testing teams, ensuring compliance with regulations, executing monitoring activities, and developing risk management strategies while collaborating with internal teams and maintaining relationships with management.
Top Skills: AclExcelMicrosoft PowerpointMicrosoft WordSASTableau
Reposted 5 Days AgoSaved
In-Office
Lansdale, PA, USA
50K-55K Annually
Entry level
50K-55K Annually
Entry level
Fintech
The Private Client Advisor will focus on investment services for Mass Affluent clients, building relationships and achieving sales goals through financial planning and client engagement.
Top Skills: Accident/Health Insurance LicenseFinra License S63Finra License S66Finra License S7Finra Security Industry Essentials (Sie)Life & Disability Insurance LicenseLife Insurance LicenseVariable Insurance License
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Reposted 5 Days AgoSaved
In-Office
Portland, OR, USA
50K-55K Annually
Mid level
50K-55K Annually
Mid level
Fintech
The Private Client Advisor manages relationships with Mass Affluent clients, providing investment solutions, financial planning, and sales support within a branch team environment.
Top Skills: Certified Financial PlannerFinra License S63Finra License S66Finra License S7Finra Security Industry EssentialsResident State Insurance Licenses
Reposted 5 Days AgoSaved
In-Office
Overland Park, KS, USA
Entry level
Entry level
Fintech
As a Surveillance Analyst, oversee a commercial real estate portfolio by analyzing financial and physical property aspects, ensuring compliance, and communicating with stakeholders.
Top Skills: ExcelMicrosoft OutlookMicrosoft Word
6 Days AgoSaved
In-Office
Parker, CO, USA
50K-56K Annually
Entry level
50K-56K Annually
Entry level
Fintech
The Private Client Advisor focuses on expanding client relationships within the Mass Affluent client segment by providing investment solutions and comprehensive financial planning while collaborating with branch teams.
Top Skills: Accident/Health InsuranceFinra License S63Finra License S66Finra License S7Finra Security Industry EssentialsLife & Disability InsuranceLife InsuranceVariable Insurance
6 Days AgoSaved
Remote
United States
130K-150K Annually
Senior level
130K-150K Annually
Senior level
Fintech
The Senior Credit Risk Reviewer leads credit reviews, assesses loan quality, monitors compliance, and provides feedback while managing a team. Requires extensive credit analysis skills and collaboration with internal clients.
6 Days AgoSaved
In-Office
Salt Lake City, UT, USA
50K-55K Annually
Entry level
50K-55K Annually
Entry level
Fintech
The Private Client Advisor focuses on providing investment solutions to Mass Affluent clients, enhancing client relationships, and achieving sales targets through a consultative approach.
Top Skills: Financial Planning SoftwareFinra License S66Finra License S7Finra Security Industry Essentials
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