Head of Financial Control ensuring robust financial governance for OneOcean, a leader in maritime compliance services. Overseeing financial reporting, systems optimization, and internal controls.
About the role
- Financial Advisor delivering goals-based wealth management and investment products at Merrill. Establishing relationships and providing customized financial planning solutions.
Responsibilities
- Deliver a full range of goals-based financial planning / wealth strategies
- Maintain a robust knowledge of the firm’s latest planning tools, techniques and strategies
- Establish and maintain relationships with the management team
- Source prospective clients and capitalize on referrals
- Deliver customized solutions and the full resources of Bank of America Merrill
Requirements
- 5+ years of experience as a Financial Advisor
- FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required
- Established and portable practice with a minimum of $1MM in production
- Proven relationship building and business development skills
- Bachelor's degree or higher strongly preferred
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Head of Finance at OneOcean overseeing financial reporting and team management for a maritime organization. Responsible for P&L control and process improvements to enhance accuracy and efficiency.
Finance Business Partner supporting the transition into a hotel management owner/operator. Collaborating with global teams to improve financial processes and business performance.
Director of Transaction Advisory providing financial due diligence assistance at CFGI. Collaborating with teams to manage complex engagements for corporations and private equity investors.
Manager specializing in Internal Audit within financial services at CrossCountry Consulting. Delivering tailored integrated solutions and supporting clients in evaluating financial controls.
Finance Manager responsible for overall financial management and reporting at EveryPay, a tech and regulated financial services institution. Ensuring accuracy, completeness, and compliance in financial records while managing regulatory frameworks.
CFO executing financial strategy and governance at EveryPay, ensuring financial sustainability and compliance. Leading financial planning and reporting tasks in a fintech - driven environment.
Financial Solutions Advisor providing comprehensive financial advice and customized solutions at Bank of America. Engage with clients to achieve their financial goals with diverse investment options.
Finance Director providing strategic financial leadership in UK technology firm. Overseeing financial management, governance functions, and compliance with UK regulatory frameworks.
Alternative Investment Services Officer managing day - to - day operations of a functional team and overseeing client projects. Collaborating internally to enforce best practices and provide technical expertise while enhancing client relationships.