Senior Manager overseeing critical financial evaluations for PPG's Refinish Collision segment. Partnering with Sales, Legal, and Operations to ensure profitability and compliance in contracts.
About the role
- Financial Advisor Intern working with clients to assess their finances and develop investment strategies. Engaging in hands-on experience in a respected wealth management firm.
Responsibilities
- Assessing clients' assets, liabilities, cash flow, tax status, and financial objectives to develop investment and financial planning solutions
- Evaluate client financial plans utilizing knowledge of investment and tax strategies and financial securities
- Performing recurring quality control procedures on account activity ensuring trades and money movements with appropriate custodians have taken place and distributions are provided to the clients
- Work with appropriate technology to prepare reports, including charts and graphs, to illustrate various recommendations and solutions to client specific matters
Requirements
- Pursuing a bachelor’s degree in finance, mathematics, economics, accounting or related field
- Strong interest in investments and economics
- Passionate about helping individuals and families reach their financial goals
- Detail-oriented leader with strong analytical skills
- Must be able to communicate effectively (both written and verbal)
- Academic success (a minimum cumulative GPA of 3.0)
- On track to complete requisite bachelor’s degree and willingness to complete additional coursework required to sit for the CFP exam OR on track to complete requisite bachelor’s degree from a CFP Board Registered Program, with the goal of successfully obtaining your CFP license
- Some experience at a brokerage, financial planning firm/practice or money management firm is preferred
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Disability and life insurance
- Flexible Time Off
- 401(k) plan
- Business-related travel expense reimbursement
- Lodging and meal reimbursement for business-related use
- Pension plan available for eligible administrative and paraprofessional staff
- Discretionary bonus plan available for eligible staff
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
VP of Financial Services Sales leading Client Development Directors to expand enterprise client relationships at Intapp. Driving strategy and execution in the financial services sector.
Senior Financial Reporting Accountant supporting external IFRS reporting for Pension Insurance Corporation's integration with Athora. Collaborating within the Finance business teams to enhance reporting efficiencies and accuracy.
Wealth Consultant helping clients secure their financial futures through insurance solutions. Evaluating financial needs and establishing relationships with clients while staying informed on industry trends.
Financial Planner leveraging healthcare expertise at The Zara Group of Northwestern Mutual. Build client relationships and develop personalized financial plans while making a meaningful impact on lives.
Financial Planner supporting Financial Advisors in drafting wealth plans and analyses. Interacting with clients, performing research, and facilitating education for Financial Advisors and Client Specialists.
Financial Planner leveraging healthcare background to develop tailored financial plans. Engaging with clients and providing ongoing support in achieving their financial goals with Northwestern Mutual - Greensboro.
Financial Planning Internship offering hands - on experience in building a financial planning practice with Northwestern Mutual. Develop skills, gain certifications, and potential for full - time roles after graduation.
Financial Planner transitioning healthcare expertise into financial services at Northwestern Mutual. Building client relationships and developing financial plans to help secure financial futures.
Investment Manager driving commercial initiatives across fund platforms for renewable energy. Leading financing processes and optimizing asset value creation with a focus on sustainability.