Encouragement and support for the pursuit of advanced designations (CPA, CFA, CFP) and continuing education in the financial planning and investment management……

Providing exceptional administrative support such as managing client appointments, responding to incoming client communication, and coordinating client updates……

Bachelor's degree (BA/BS) in accounting, finance, or related field. CPA certification, or on-track to complete (Preferred).…

Research and Analysis of technical issues. Some remote work available on a case by case basis. We are seeking a talented Senior Tax Accountant to join Quantis……

· Answer telephone calls and direct them as appropriate. This employee will have their own office. Familiarity with Microsoft applications and data entry and……

Series 7, and 66 license. We are seeking applicants with a minimum of 5 years in the financial services industry to add to our growing client book, with……

Comprehensive financial planning including income tax mitigation, cash flow planning, estate distribution and trust planning, insurance analysis, charitable……

Be able to generate leads through prospecting and cold calling via telephone / email - and close sales/deals via those mediums as well.…

Answer incoming phone calls as needed. Oversee and participate in the Wealth Management firm's projects to completion and implementation.…

This position joins an evolving team of high impact subject matter experts who take initiative in driving opportunities to strengthen impact across the country……

Administrative support that includes answering phones, responding to incoming emails, distributing mail, preparing outgoing mailings, and managing the calendars……

Support team request for information, research and analysis. Organize digital case files, create reports and manage special projects.…

This role will contribute to the team that is responsible for daily reconciliation of cash, assets and PnL, tracking of trading activity, and processing……

Successfully manage a high volume of emails, calls, and/or tasks with a positive attitude, including but not limited to: establishing client profiles and……

Cold calling; making daily outbound calls to potential business clients to set initial 401(k) meetings for Senior Advisors. Job Types: Full-time, Contract.…

The Operational Risk Associate will play an integral role in monitoring and evaluating the effectiveness of operational risk management across the Markets……

Maintain rep state securities licensing in Redtail. Assist in research and developing client presentations. To support the OSJ operations functions on a daily……

CAMs prepare the advisors for client meetings, process transactions and provide administrative support to the advisors regarding all client concerns.…

As our Vice President in charge of M&A transactions, you will have the opportunity to develop and enhance various skills, including: CPA, JD or MBA a plus.…

Hold or be able to obtain Notary Public certification. Responsible for all personnel-related functions, including but not limited to recruiting, employee hiring……

General administrative work (filing, copying, scanning, note taking) and data entry. Answering phones and taking messages. Must be driven and hard working.…

The Corporate Development Associate will be responsible for driving strategic initiatives, including M&A opportunities, partnerships, cost saving projects,……

O Oversee all tax filing requirements. O Manage all payables, receivables, cash reconciliations, and monthly preparation of financial reporting packages at the……

Responsible for implementing new technologies or applications within own field of responsibility and stays abreast of industry information.…

Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, coordination of……

Clean U-4 with no customer complaints. Highly experienced financial advisors looking to grow their business. Series 7 securities registration with accompanying……

Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.…

You thrive in a fast-paced environment and enjoy problem solving and developing ways to enhance the client experience. Successful completion of the CFP® exam.…

FINRA SIE, Series 6 & 63 license (Preferred). Bachelor's degree in Finance, Economics or a related field. Prepare client reports and presentations using various……

Life, Accident and Health licensing required upon start. Preparation of financial analysis and financial planning recommendations.…