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If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.. · Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking. · Licensing: State Life & Health, SIE, Series 7, Series 66. · Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program. Join us to be part of a workplace culture dedicated to social impact and community engagement.
As an Internal Auditor within the Helicopters Internal Audit team, you will play a pivotal role in the execution of operational and compliance audit activities in our Organization in Philadelphia in collaboration with the Italian team and supporting the management in the evaluation and improvement of control frameworks and business processes.. In this position, you will collaborate closely with the key stakeholders and a variety of business departments in the Organization with the aim to develop and maintain the annual risk based audit plan and to execute internal audit activities in a multicultural team.. Master's degree in Finance/Accounting, Business Administration, or Technical/Engineering disciplines preferred.. Certified Internal Auditor (CIA) or other relevant professional certification preferred.. Minimum of 3 years of experience in external or internal audit, utilizing modern risk-based methodologies.
Principal Consultants serve as subject-matter experts in the implementation and upgrade of the Charles River Investment Management Solution (CRIMS).. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds.. Monitor and evaluate client requirements to identify potential enhancements to Charles River solutions and services.. Principal Consultants are expected to be have specialist expertise in one of the following consulting practice areas: Compliance, Equity, Fixed Income, Investment Solutions, Technology, Wealth Management or Project Management.. Experience supporting or implementing investment management solutions within a bank, hedge fund, asset manager or wealth management firm.
We seek a leader who promotes best practices in non-profit management, champions transformation, and drives value-based decision-making.. This is a fully remote position, with the option to work in a hybrid capacity at our Bethesda, Maryland HQ or a shared workspace in Washington, D.C.. Collaborate with the CEO and CMO to evaluate sustainable fundraising strategies.. Proven national experience as a CFO, VP of Finance, or related executive role with oversight of diverse revenue streams.. Deep understanding of IT governance, cybersecurity best practices, and data compliance standards.
Member FDIC | Equal Housing Lender. Previous sales and customer service experience in a retail banking environment. Participates in community events in conjunction with Bank sponsorships, marketing, and networking. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone.
Prudential Advisors is looking for an experienced financial advisor in the greater Wexford market that is interested in working with an existing book of clients.. 2 retirement programs: a 401(k) with a 4% match, a cash balance pension plan.. Series 7 and 66 (or 6 and 63/65) required. Three or more years of investment sales experience. If you are interested to learn more please email me at ryan.gould@prudential.com or if you know someone feel free to forward my message to them.
Senior Project Manager & Business Analyst - Corporate FinanceAlternate Locations: Radnor, PA (Pennsylvania); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina) Work Arrangement: Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office Relocation assistance: is not available for this opportunity.. Requisition #: 74752 The Role at a Glance The Senior Project Manager & Business Analyst - Corporate Finance you will provide leadership and direction onplex projects/initiatives through execution of consulting services, including project management, business analysis and relationship management.. About Thepany Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial.. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurancepany, Fort Wayne, IN, and Lincoln Life & Annuitypany of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.. Adhere to internal controls, operational procedures and risk management policies.. General understanding of bank operations, policies and procedures General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
This position, within PNC's Retail Branch Banking Network, is based in Philadelphia, PA at the City View branch.. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty.. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.. If you have a physical or other impairment that might require an accommodation, including technical assistance with the PNC Careers website or submission process, please call 877-968-7762 and select Option 4: Recruiting or contact us via email at pathfinder@pnc.com.. The Human Resources Service Center hours of operation are Monday - Friday 9:00 AM to 5:00 PM ET.Equal Employment Opportunity (EEO):PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
The ideal candidate will have a solid background in U.S. accounting principles, with extensive experience in the real estate industry, including financial reporting, reconciliations, and compliance.. Utilize advanced Excel functions for financial analysis and reporting while building and maintaining spreadsheets to streamline financial processes.. Proven experience as a Bookkeeper or similar role Proficiency in QuickBooks Pro (certifications preferred) Ability to prioritize tasks and work independently in a fast-paced environment.. Strong understanding of accounting principles and financial reporting Excellent attention to detail and organizational skills Ability to work independently and meet deadlines Benefits Honors select PH and US holidays Paid Time Off Limitless opportunities to grow HMO Referral Incentive Bonus RequirementsBachelor's degree in Accounting, Finance, or related field.. Proven experience as a Bookkeeper or similar role Proficiency in QuickBooks Pro (certifications preferred) Strong understanding of accounting principles and financial reporting Excellent attention to detail and organizational skills Ability to work independently and meet deadlines Ability to prioritize tasks and work independently in a fast-paced environment.
We are offering a Business Development & Venture Relations Internship with ReplyQuick, a modern communications SaaS platform helping businesses improve customer response and eliminate missed calls through advanced VoIP, UCaaS, and telecommunications solutions.. Build and manage target lists of venture capital firms, angel investors, and funding sources. Independently lead outbound networking efforts for both client acquisition and fundraising. Strong interest in SaaS, UCaaS, VoIP, telecommunications, and startups. Fully remote internship
Manage the business development efforts of the SBA BDO team, regularly calling them on brokers, customers and prospects.. Oversee the underwriting of SBA loan requests submitted by BDO’s to make sure of a uniform standard in compliance with the Banks policies and SBA SOP’s.. Analyze, structure and submit loans for approval to the assigned Credit Officer.. Ensure the SBA Portfolio Management team monitors existing loan portfolio on an ongoing basis for delinquency, document follow-up, covenant compliance, ongoing financial reporting, renewals, etc.. 5 – 10 years of SBA Lending experience is required
As part of our Cyber Risk and Regulatory platform, we simplify Workday security and controls to protect businesses and their workforce.. CISA, CRISC or CGEIT. Experience interfacing with client roles across HR, IT, Finance, and Accounting to identify, evaluate and support the implementation of security and business process controls as part of a Workday implementation or post-deployment project;. Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy:.. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws.
Adhere to internal controls, operational procedures and risk management policies.. Knowledge of advanced or complex branch transactions, risk management and loss prevention. General understanding of bank operations, policies and procedures. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Our commitment to precision, quality, and cutting-edge solutions has propelled us into a global leadership position across three dynamic Business Units: Pumps & Systems, Grinding & Dispersing, Analyzing & Testing.. NETZSCH Pumps USA, the US subsidiary of the Pumps & Systems business unit, is looking for a Regional Controller to lead Finance, HR, and IT operations across our North American manufacturing footprint.. You'll report directly to the CFO of our Business Unit P&S and collaborate closely with the President of NETZSCH Pumps USA.This is your opportunity to drive strategic decision-making and operational excellence in a global engineering company with deep roots and forward momentum specifically within our high-growth North American entities.. Cash Flow Management: Manage capital allocation, working capital, and investments to ensure liquidity and financial flexibility.. Additional InformationNETZSCH offers a full benefits package to include medical, dental, vision, life insurance, STD, LTD, (all beginning the 1st of the month on/after hire) 401k with Company match and profit sharing, tuition reimbursement, generous paid time off and bonus opportunity.
BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies.. Wells Fargo is seeking a Trust Officer - Fiduciary Specialist in Trust Client & Advisor Services as part of Wealth and Investment Management.. Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations. Ability to manage a book of fiduciary accounts, including trusts, estates, investment agency, and custodial accounts. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
This position has the responsibility and oversight of the accounting office and of dealership office personnel.. Candidate must possess strong decision-making ability, outstanding communication skills, in-depth accounting and financial knowledge and the ability to lead and motivate a team.. This individual must have demonstrated experience working with all members, levels, and functions of an
Fiduciary Trust International is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.. Works with the Franklin Templeton fee collection team on month end closing.. Experience with SWP by SEI and/or Global Plus by FIS; experience with trust accounting systems preferred. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton.. Franklin Templeton is an Equal Opportunity Employer.
SRC Indicator: Series 7; Series 63; Series 65; Series 66. Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred. For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.. For Applicants of Nuveen residing in Europe and APAC, please click here.
CSL Behring is a global biotechnology leader, guided by a promise to save and improve lives.. With operations in 35+ nations and ~ 30,000 employees worldwide, CSL is inspired to develop and deliver a broad range of lifesaving therapies to treat disorders such as hemophilia and primary immune deficiencies, and vaccines to prevent influenza.. Proficiency in portfolio management software and data visualization tools (e.g., Planview Advisor, Power BI, Tableau).. CSL Behring is a global leader in developing and delivering high-quality medicines that treat people with rare and serious diseases.. Our treatments offer promise for people in more than 100 countries living with conditions in the immunology, hematology, cardiovascular and metabolic, respiratory, and transplant therapeutic areas.