Finance & Banking Jobs Hiring Now

Are you a highly motivated and client-focused individual with a strong understanding of investment products? We're seeking a Wealth Management Client Associate to provide exceptional service and operational support to our Financial Advisors (FAs) and their clients. Strong analytical skills with the

Are you looking for a company that offers growth and a great work-life balance? Come and join our successful Associated team, where we are committed to going above and beyond for our employees, clients, and carrier. Good written and verbal communication skills and the ability to communicate with bot

Handle invoicing, including updating billing screens, obtaining finance agreement quotes, and setting up new applications and updating applications in the client management system. Maintain accurate client records and documentation in our agency management system, ensuring compliance with industry r

Basic Qualifications: Bachelors Degree or military experience At least 3 year of Financial Services Risk Management Experience At least 5 years of Project Management experience At least 7 years of experience supporting, partnering and interacting with internal business clients Preferred Qualificatio

This critical role guides clients through the initial reporting process, gathers necessary documentation, analyzes policies to determine applicable coverage, flags potential issues, and advises on claim reporting strategy to maximize outcomes before handing the file over to the Claims Manager. Cover

Progress toward (or completion of) a valid CPA certification or licensed attorney status A background in tax compliance and accounting for income tax and a broad understanding of US income taxation Knowledge of Microsoft Excel, Access and data mining tools The ability to prioritize when working on m

Are you looking for a company that offers growth and a great work-life balance? Come and join our successful Associated team, where we are committed to going above and beyond for our employees, clients, and carrier. Good written and verbal communication skills and the ability to communicate with bot

The AI Lead partners with business leaders across the agency to identify and implement AI initiatives that support brokerage operations, enhance client and advisor experience, and support business decision making. This role focuses on evaluating opportunities, aligning priorities, and guiding the ex

Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management. Assessing and effectively managing all of the risks associated with their business

As associates develop industry expertise, they will have additional responsibility for marketing their team's research and investment recommendations to our sales force and to institutional investors. We are currently looking for an Equity Research Associate to join our Financial Services Group in M

This employment opportunity at TruStage Wealth Management Consulting Services at Consumers Credit Union in Elgin, IL would allow you to join the Investment Program at TruStage Wealth Management Consulting Services at Consumers Credit Union as a Financial Advisor associated with LPL Financial. This e

To qualify for the role you must have a Bachelor's degree in Accounting or a graduate degree in Tax or Law and approximately five years of related work experience, CPA certification or licensed attorney status, a background in tax compliance and accounting for income tax and a broad understanding of

You will have the ability to develop a broad and deep understanding of the business, financial and sector risks faced by clients in your assigned portfolio and utilize that view to properly risk grade borrowers, analyze credit requests, structure credit facilities and negotiate credit agreements and

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. Partner with Wealth Advisors with respect to the vetting and pricing of new trust business, including deve

Proficiency in accounting software (MIP preferred), online banking platforms, advanced Microsoft Excel skills for financial analysis and reporting and experience with state and federal tax return e-filing and payment systems. The ideal candidate will bring a strong acumen for general accounting expe

As a Senior Financial Advisor at AFIN Family Wealth Management, you will play a crucial role in delivering comprehensive financial planning and investment management services to our esteemed clients. The ideal candidate will possess extensive experience in wealth management, a strong understanding o

Chief Financial Officer – MEP Engineering and Design Services – Private Equity Our client is a well-established and highly profitable lower middle market mechanical, electrical and plumbing engineering and design services business supporting the commercial and residential construction services s

The Research Associate in Wealth Management Portfolio Research (WMPR) works with WMPR Directors and Investment Research Analysts to support the Wealth Management investment process. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and

Implement and support daily processes and procedures for continuous information reporting and withholding compliance in relationship onboarding, account opening, Client Service and Front Office. As a Wealth Management Tax Compliance Officer Vice President within the Client Tax Operations Private Ba

Specifically, they specialize in a wide variety of services related to fixed assets, such as: Assisting Clients with annual and interim cost recovery computations, including computing depreciation and gain/loss to support federal and state returns; Preparing state tax depreciation schedules and rela