A successful candidate will possess impeccable attention to detail, as well as the ability to develop and maintain collaborative relationships both internally……

This individual interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations, and monitor the……

This individual will also have the opportunity to work with a first-class team in capital markets and client services. CFP Designation, in good standing.…

Daily duties include handling phones, filing e-filing, client meeting preparation, and mailings. Due to the financial nature of the work you will be required to……

We value independence and maintain the highest professional standards as an independent financial firm. Engage with the advisor and the client to upload and……

Prepare correspondence on behalf of financial advisors. Ability to support and provide guidance for compliance within the practice.…

Bachelor’s degree in engineering, mechanical or electrical or related field or the equivalent in vocational experience; or any equivalent combination of……

Perform technical review of complex individual, partnership, S-corp, corp and state tax returns. Bachelor’s degree in accounting or related field of study or……

Secured Investment Corp offers a generous benefits package which includes: PTO, medical & dental insurance, 401k matching, and continual education in real……

Reporting directly to our Director of Operations & Administration, this position assumes responsibility for working closely with the Account Managers and other……

Bachelor’s degree or higher in Business Management, Economics, Finance, or a related field (CFP Accredited Program Preferred).…

Manage investments including capital calls, distributions, and client account statements. Bachelor’s degree in Accounting or related field.…

Certified Public Accountant (CPA) certification preferred. Provide financial analysis and support to management. Prepare data for external tax accountants.…

Including complying with Legal Authority: Act 519, Public Acts of 1982; MCL 400.11, which states: All persons employed, licensed, registered, or certified to……

Directly solicit major gifts from prospects in own portfolio and develop and monitor portfolios for key staff and board members.…

Act as a liaison with clients on implementation strategies and advisor recommendations. Process trading for securities, mutual funds, exchange traded funds,……

Important Note: Kadiant provides services reimbursed by state and federal funders which, pursuant to state and federal statutes, require Kadiant to conduct……

The practice has built its reputation on Residency Trained Therapists who have attended both domestic and overseas programs in the Australian/Maitland Approach……

Licensed or registered in the state in which currently practices. Growth from within through training, supportive leadership, and collaboration with the best of……

Valid driver’s license required. To be the successful candidate, you must be willing to bring an existing base, be able to develop a solid territory business……

Federal and state licenses and registrations for securities, including SIE, Series 7, Series 66, and State Life, Accident and Health insurance licenses.…

CPA or eligible/actively pursuing CPA license (preferred). Desire to learn and use a variety of software, tools, and systems necessary to meet business needs.…

Strong math, accounting, analytical, research and technical skills are mandatory. Assist lead advisor with evaluation of current portfolios, new portfolio……

A competitive salary with a comprehensive benefits package: including medical insurance, family dental care, paid time off, matching 401k and position tailored……

The ideal candidate will have previous public accounting experience and/or has worked in wealth management/investment field. 3-5 years’ previous experience.…

Bachelor level degree in a relevant field of study required. This position will provide analysis on investments in the assigned asset class(es) to ensure……

Process estimated tax payments and property tax payments. Responsible for processing cash disbursements via ACH, check, bank transfers and wires.…

Eligibility for NH license as LICSW, LCMHC, LMFT, or Psychologist required; active license preferred. A valid driver's license, personal vehicle and auto……

Prepare and distribute capital calls, distribution notices, investor statements, etc. Assist in due diligence and closing process, including the review and……

Our own experience as practicing attorneys and our client relationships enable us to effectively tailor our candidate proposals to the specific practice……