Intern in Financial Analysis & Structuring at Nordex Group, analyzing commercial aspects of wind farm projects. Supporting financial reports and conducting market analysis in an international finance team.
About the role
- Financial Planner at T. Rowe Price developing personalized financial plans for clients. Collaborating with advisors on various financial planning topics in a hybrid work environment.
Responsibilities
- Develop personalized and comprehensive goal-based Financial Plans for advisors and senior advisors to deliver to their clients
- Provide advice which includes, but is not limited to, retirement planning, investment planning, budgeting, saving, and spending analysis and Social Security claiming strategies
- Update financial plans each year, or when a life event occurs, for managed clients in Retirement Advisory Service
- Continually support the Advisors and other associates with investment and financial planning related training and coaching
- Help clients facing associates better navigate client conversations about various complex financial planning topics
- Contribute suggestions for program enhancements, ensure up-to-date knowledge of and fluency in new capabilities related to investments advice, financial planning, and financial education
- Identify areas for improvements, evaluate existing policies, and partner with peers and management to offer suggestions for change
Requirements
- Bachelor's degree or the equivalent combination of education and relevant experience
- 5+ years of total relevant work experience
- CFP designation – Must be current and active to be considered for this role
- FINRA Series 7 and 66 *The 63 and 65 licenses are acceptable in lieu of the 66.
Benefits
- Competitive compensation
- Annual bonus eligibility
- A generous retirement plan
- Hybrid work schedule
- Health and wellness benefits, including online therapy
- Paid time off for vacation, illness, medical appointments, and volunteering days
- Family care resources, including fertility and adoption benefits
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Sales and Finance Coordinator supporting QS's sales and finance operations by ensuring data integrity and collaborating with teams. Perform reconciliations and document variances to improve processes.
Sales/Finance Coordinator managing sales and finance operations for QS. Ensuring data integrity and collaborating across teams for revenue reporting in higher education.
Junior Project Manager Finance responsible for software solutions and project management in the public sector. Focused on digital transformation in public administrations with opportunities for career growth.
Experienced Financial Services Administrator handling administration for life, pensions, and investments with a focus on client servicing. Working in a hybrid environment from Birmingham or Market Harborough.
FP&A Senior Associate at Revantage UK focusing on financial modeling, forecasting, and strategic business partnering. Engaging with senior management and stakeholders to drive informed decision - making.
Fiscal Advisor providing ongoing tax advisory services to financial sector clients in Madrid. Collaborating with the Business Tax Advisory team to resolve inquiries and handle tax inspections.
Executive role in Finance operations at EY focusing on revenue visibility, performance tracking, and financial reporting. Collaborate across teams to enhance operational efficiency.
Maintenance Finance Administrator managing accounts payables and receivables for a global aviation group. Ensuring accurate postings and reconciliations while supporting financial processes in a dynamic environment.
Senior FP&A Analyst in London preparing financial analysis for strategic decisions across a global organization. Delivering KPIs reporting, budgeting, and forecasting in a fast - paced environment.