Recruiting Manager expanding client base and new business opportunities for finance and accounting services. Recruiting and placing finance and accounting professionals while providing outstanding service to clients and candidates.
About the role
- Financial Consulting Director overseeing professionals assisting clients with financial planning and investment options. Responsible for developing strategies to achieve clients' financial goals.
Responsibilities
- Monitors Virtual Financial Consultants’ responses to participant's virtual questions
- Educates and facilitates new product purchases
- Provides employees with guidance in handling difficult interactions
- Ensures team members are trained in financial advice
- Communicates with cross-business partnerships to develop products and services
Requirements
- 5+ years of financial services experience
- Series 7, 63, and 24 completed within 120 days of start date
- 7+ years of financial services experience preferred
- Strong knowledge of tax and investment strategies
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Finance Business Partner providing financial business partnering for the Industrial Strategy Critical Technology programme at UKRI. Collaborating with teams to enhance financial management and reporting.
Personal Finance Advisor at Caisse Desjardins responsible for client relationship management and recommending financial solutions. Delivering high - quality service while ensuring client satisfaction and business objectives.
Personal Finance Advisor developing financial strategies for clients at Caisse Desjardins. Focusing on member/client satisfaction and integrating financial services solutions.
Personal Finance Advisor developing and maintaining relationships with members and clients at Desjardins. Advising on financial strategies and ensuring client satisfaction in a hybrid work environment.
Personal Finance Advisor at Caisse Desjardins responsible for client relationships and financial advice. Managing member satisfaction and representing the caisse in the community.
Junior Finance Associate supporting accounts receivable and financial operations in a healthcare communications agency. Collaborating on client billing, financial reporting, and system maintenance.
Interim CFO leading financial operations at Charles River CFO. Overseeing financial strategy, reporting, and regulatory compliance within a credit union environment in Maine.
Finance Administrator overseeing financial management and reporting activities for Sedgwick in Korea. Responsible for budget planning, compliance, and insightful financial advice to management.
Senior Project Finance Analyst developing financial models for renewable energy projects. Collaborating across functions to enhance financing processes and project performance.