- Fidelity TalentSource LLC (Greenwood Village, CO)
- Job Description:Phone Financial Consultant \u201CFidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and ... (63/65) and Insurance Licenses preferred or to be obtained upon hireFive years financial services experience, with 3-5 years of sales experienceA CFP is helpful; if… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …through relationships, built on effective planning and advice. With a focus on Financial Consultant development and collaboration, you will be provided with ... relationshipsContribute to and influence a collaborative and inspiring team cultureEmpower the Financial Consultant team to build personalized plans that support… more
- Jack Henry & Associates (Charlotte, NC)
- …Optional Models installation team and welcoming a new member. As a Business Consultant , your role involves implementing the Investor Servicing package for Jack ... iSeries Core Investor Servicing Analyst General information Press space or...milestones are completed as projected. + May have some financial responsibilities including project cost estimating, proposal generation, and… more
- Guidehouse (Arlington, VA)
- …**:** Ability to Obtain Public Trust **What You Will Do** **:** Our Public Sector Financial Services Segment is seeking a Senior Consultant to join our capital ... work on a team of experienced staff to provide financial advisory services to government agencies that participate in...participate in the housing finance market. As a Senior Consultant on the capital markets team, you will work… more
- Dow Jones (Los Angeles, CA)
- …America's largest newspaper by paid circulation; Barron's, MarketWatch, Mansion Global, Financial News, Investor 's Business Daily, Factiva, Dow Jones Risk ... in our Los Angeles, California office. **About the Team:** Investor 's Business Daily (IBD) is the leader in stock...make more money in the market and achieve their financial goals. Founded with the mission of democratizing stock… more
- Affinius Capital (San Antonio, TX)
- …points to Portfolio Manager. + Work closely with investor reporting on investor messaging, investor and consultant questionnaires, and ad-hoc questions. ... across the asset management, investment (development and acquisition), accounting, investor reporting and capital raising departments of Affinius. **_PRIMARY_**… more
- Truist (Charlotte, NC)
- …strategic business consultant to specified lines of business (LOBs), providing financial analysis and guidance to support key decisions and initiatives that may ... Investor Relations, and various regulatory agencies. 2. Experienced financial professional role that applies in-depth knowledge within own professional… more
- Truist (Richmond, VA)
- …of Directors, Investor Relations, and various regulatory agencies. 2. Senior Financial Manager role that coordinates financial analysis and reporting process ... review the following job description:** Serve as a strategic business consultant to specified lines of business (LOBs), providing centralized guidance, oversight,… more
- Affinius Capital (San Antonio, TX)
- … consultant requests. + Assist the Global Investors Group (GIG) and Investor Services and Reporting (ISR) with handling Consultant Questionnaires, DDQs, and ... other performance metrics relied upon by business units and disclosed in both investor reports and financial statement footnote disclosures. + Assist and manage… more
- Autodesk (Portland, OR)
- …plays an instrumental role in the quarterly close and earnings cycle and annual Investor Day, and is involved in many cross-functional business projects. This is a ... critical role in the financial reporting process; it provides high visibility to Autodesk...Review and tie-out the presenter's slide deck for the Investor day + Create/update supporting schedules for the tie-out… more
