82 associate financial advisor jobs found

TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices What We'll Bring At TransUnion, we strive to build an environment where our associates are in the driver’s seat of their professional development, while having access to help along the way. We encourage everyone to pursue passions and take ownership of their careers. With the support of colleagues and mentors, our associates are given the tools needed to get where they want to go. Regardless of job titles, our associates have the opportunity to learn new things and be a leader every day. Come be a part of our team – you’ll work with great people, pioneering products and cutting-edge technology. What You'll Bring Master’s or PhD degree in statistics, applied mathematics, financial mathematics, computer science, engineering, operations research, or other highly quantitative field; or a Bachelor’s degree in a quantitative field with at least seven (7) years of relevant...

TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices What We'll Bring At TransUnion, we strive to build an environment where our associates are in the driver’s seat of their professional development, while having access to help along the way. We encourage everyone to pursue passions and take ownership of their careers. With the support of colleagues and mentors, our associates are given the tools needed to get where they want to go. Regardless of job titles, our associates have the opportunity to learn new things and be a leader every day. Come be a part of our team – you’ll work with great people, pioneering products and cutting-edge technology. What You'll Bring Master’s or PhD degree in statistics, applied mathematics, financial mathematics, computer science, engineering, operations research, or other highly quantitative field; or a Bachelor’s degree in a quantitative field with at least seven (7) years of relevant...

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. We are offering a unique opportunity for a Supervisor with a strong background in Accounting and/or Finance to join our growing Corporate Performance Management (CPM) Consulting Practice. This is a client-facing role responsible for leading system implementations from a people, process, and technology perspective. The successful candidate will lead end-to-end implementations from system design through deployment and support. In addition to technical expertise, this role...

TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices What We'll Bring: At TransUnion, we strive to build an environment where our associates are in the driver’s seat of their professional development, while having access to help along the way. We encourage everyone to pursue passions and take ownership of their careers. With the support of colleagues and mentors, our associates are given the tools needed to get where they want to go. Regardless of job titles, our associates have the opportunity to learn new things and be a leader every day. Come be a part of our team – you’ll work with great people, pioneering products and cutting-edge technology. As a key member of the Legal, Risk & Compliance team, the Senior Director, Employment Attorney will lead employment law strategy and execution across a global, dynamic and fast-paced organization at the intersection of finance, technology, and data-driven solutions....

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. Are you interested in joining an in-demand rapidly growing practice with experienced professionals of diverse backgrounds? Do you enjoy serving and working collaboratively with your clients, and would you look forward to playing a vital role in supporting their businesses from an operational and financial reporting perspective? Are you looking to enhance your technical knowledge of complex fund terms, technical accounting issues and fund structures in the private...

Since 1961, NERA (https://www.nera.com) has provided unparalleled guidance on the most important market, legal, and regulatory questions of the day. Our work has shaped industries and policy around the world. Our field-leading experts and deep experience allow us to provide rigorous analysis, reliable expert testimony, and data-powered policy recommendations for the world’s leading law firms and corporations as well as regulators and governments. Our experience, integrity, and economic ingenuity mean clients can depend on us in the face of their biggest economic and financial challenges. Overview The Associate Director of Content Marketing plays a crucial role in developing and executing the firm’s content and implementation strategy across digital and print assets, which align with our vision and resonate with target audiences. This key leadership role collaborates closely with economists, consultants, partners, and other stakeholders to deliver high-impact content that...

Location: Dallas, Palo Alto, Sacramento, San Diego, San Francisco, San Jose, Irvine, Los Angeles, Denver, Stamford, Hartford, Orlando, Miami, Jacksonville, Tallahassee, Tampa, Atlanta, Indianapolis, Des Moines, Kansas City, Wichita, Louisville, New Orleans, Baltimore, Boston, Detroit, Minneapolis, St. Louis, Hoboken, Iselin, Buffalo, New York, Rochester, Cleveland, Columbus, Portland, Pittsburgh, Philadelphia, Providence, Greenville, Nashville, Memphis, Houston, San Antonio, Austin, Salt Lake City, McLean, Richmond, Seattle, Milwaukee, Washington, Chicago, Charlotte At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Senior Commercial Architect, Associate Director At EY, you will have the chance to build a career as unique as you are, with global scale, support, inclusive culture, and technology to...

O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world. O’Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS®. CANVAS® is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor...

Overview: William Charles Construction, a MasTec Company is in search for a Project Engineer within Champaign, IL & surrounding areas to support our road and highway projects.   The Project Engineer will assist the Project Manager and Estimator with the day to day administrative functions associated with Project Management and Estimating to ensure that each estimate is prepared accurately and each project is completed on time and within the estimated budget.   Company Overview   With more than a century of exceptional work on our resume, William Charles Construction remains guided by the pursuit of excellence. Our “Do it Right the First Time” work ethic has been the cornerstone of our business philosophy since 1892. With our broad background in heavy civil construction, environmental management and mining and materials production, we have the expertise to help our customers complete their most complex projects.    MasTec’s Clean Energy & Infrastructure...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Anywhere Real Estate. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. This is a 100% remote position with travel throughout the sales territory identified. The ideal candidate for this position will reside within the territory: OH, MI, WI, MN, ND, SD, but candidates in additional states may be considered. Who You Are Sales Consultant: Ownership of the designated market including franchise sales prospect generation, cultivating, and ultimately conversion to achieve annual sales goals. Build and implement pipeline to create conversion...

Capital One, a Fortune 500 company and one of the nation's top 10 banks, offers a broad spectrum of financial products and services to consumers, small businesses and commercial clients. Our goal is to create one of the nation's great banks, and we have the necessary ingredients: a strong balance sheet, resilient businesses, a massive customer franchise, strong analytical capabilities, and great people. We nurture a work environment where people with a variety of thoughts, ideas and backgrounds, guided by our shared values, come together to make Capital One a great company - and a great place to work. Within Capital One, the Regulatory Affairs function is responsible for managing all interactions with Federal Banking Regulators and providing advisory consulting to senior management with respect to onsite supervision and evolving regulatory policy matters. We are seeking a Manager to play an integral role in ensuring that Capital One delivers on commitments to our regulators in a...

The Company PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. We operate a global, two-sided network at scale that connects hundreds of millions of merchants and consumers. We help merchants and consumers connect, transact, and complete payments, whether they are online or in person. PayPal is more than a connection to third-party payment networks. We provide proprietary payment solutions accepted by merchants that enable the completion of payments on our platform on behalf of our customers. We offer our customers the flexibility to use their accounts to purchase and receive payments for goods and services, as well as the ability to transfer and withdraw funds. We enable consumers to exchange funds more safely with merchants using a...

Calling all innovators – find your future at Fiserv. We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we’re involved. If you want to make an impact on a global scale, come make a difference at Fiserv. Job Title Sales Executive What does a successful Sales Executive, Government do at Fiserv? The Government Solutions Sales Executive is the lead salesperson for the Fiserv enterprise portfolio of payment processing solutions. This person will provide strategic and consultative management for a portfolio of existing and new clients in our government solutions vertical. As the strategic advisor to the client, you will be required to have an in-depth understanding of...

Location: This role requires associates to be in-office 3 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The Carelon Care Delivery & Provider Enablement Director is responsible for care enablement & delivery strategic planning and execution work. How You Will Make An Impact Understands all aspects of the care enablement portfolio and partners with executive leadership to define strategy and successful criteria for the future. Translates strategy into defined tactics, execution...

The Network Compliance Senior Director will perform a key risk management role in the second line of defense for Capital One’s network and merchant businesses to help establish and implement the framework for the network compliance program. The Network Compliance Senior Director is a critical member of the team responsible for delivering effective challenge and compliance advice for business processes worldwide, as well as serving as a subject matter expert to ensure the development of the network compliance program at Capital One aligns with the company’s broader enterprise risk management framework. Senior Directors in Network Compliance at Capital One are highly motivated Risk Management professionals with excellent organizational, leadership and communication skills. They have a high level of exposure to business leaders and the opportunity to work with executives to create and implement innovative solutions to identify and mitigate potential risks to the company....

About You Detail-oriented: You take pride in producing accurate, high-quality work and catching what others might miss Tech-forward: You’re energized by systems, tools, and process improvements and adapt quickly to change Collaborative: You enjoy working cross-functionally and contributing to a positive, team-first culture The Role We’re looking for a detail-oriented and tech-savvy professional to join our Operations team. In this role, you’ll support high-impact operational initiatives, client service deliverables, and digital account opening processes that influence company operations and planning advice. The ideal candidate thrives in a fast-paced, collaborative environment and is known for accuracy, adaptability, and strong problem-solving skills. What You’ll Do Collaborate with Advisors and Client Service Associates to deliver high-quality client service and operational support Prepare, review, and deliver accurate client meeting...

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Banking Advisor III within PNC's Private Bank organization, you will be based within the PNC Private Bank Market. The position is primarily based in a PNC location. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Identifies and provides guidance and advice on appropriate credit and cash management solutions for current and prospective high-net worth clients as part of a broader Private Banking team. Meets with internal and external clients to introduce and sell AMG banking products and services. Proficient at building...

Baker & McKenzie seeks a business immigration attorney to join the Employment & Compensation Practice Group in our Chicago office to work on U.S. and global immigration matters. This is an off-track associate attorney position. Draft and assemble employer sponsored visa petitions, including more complex NIV and IV petitions, RFE responses, and motions. Support the PERM Labor Certification process. Prepare first drafts of client communication to support more senior Associates and Partners in day-to-day client counseling. Track and analyze documentation provided by clients to ascertain whether it meets evidentiary standard relevant to common NIV and IV cases. Use internal case management tools to manage multiple assignments. Stay current on agency guidance, policy changes, and emerging legislation and assess its impact on our clients’ businesses. The candidate must be client service minded and have exceptional analytical, organizational, and case...

This position provides licensed administrative support to Jenny McAdams of Sage Path Financial Consultants. This position serves as a resource to Financial Advisors (FA) and client in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative tasks as assigned. The Client Relationship Manager reports to and is employed by Sage Path Financial Consultants. Sage Path Financial Consultants is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Sage Path Financial Consultants helps our clients analyze their...

At Wipfli, people count. At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance. Responsibilities Audit financial statements, quarterly financial information, and clients' annual reports. Take part in pre-audit planning to assess the risk of material misstatement of financial accounts to...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Cherry Bekaert. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Description The Role Provide friendly on site and remote support for our clients using Sage ERP accounting software. Investigate and resolve Sage ERP user application questions and issues. Assist in the sales support cycle, training, planning and consulting of new installations, implementations and upgrades. Support Of Sage 100 Software Provide on-site, and remote support to users of Sage ERP software applications. Research source of errors, resolve problems and...

At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Strategy and Transactions – Transactions and Corporate Finance, Quantitative Finance & Economics – Experienced Staff Our Quantitative Finance & Economics team is part of the Transactions and Corporate Finance practice. We advise our clients on the economics and valuation of complex financial securities through the application of sophisticated techniques in the areas of corporate finance, data & economic analysis, and financial engineering. Our work spans different disciplines in the capital markets, including equities, fixed income, credit, derivatives, and the structured products markets. If you’re passionate about delivering the highest quality advice to clients, this rapidly growing team is perfect for you. The opportunity As a...

Applicants must have current authorization to work in the United States on a full-time basis. As a Corporate Counsel (Legal Affairs & Litigation), your principal duty will be to manage and appropriately resolve company litigation-related matters filed in state and federal courts, including putative class actions, individual actions, arbitrations, pre-suit matters, employment matters, etc. During the course of a matter, your duties could include any of the following: interacting with opposing counsel, managing outside counsel, responding to discovery, managing paralegals, developing litigation strategy, providing input to court filings, attending mediations, depositions, hearings, trials, and appellate hearings. Throughout this process, you will interact with members of the business and members of the legal department regarding the status of each matter, any financial or reputation risk associated with it, any relevant opinions or decisions, and any business-related...

Job Description: Associate General Counsel - Commercial Vendor Technology Transactions Location: This role requires associates to be in-office 3 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The Associate General Counsel – Commercial Vendor Technology Transactions is responsible for developing and negotiating procurement technology contracts, and leveraging knowledge of complex technology agreements including SaaS, Software, IT Outsourcing and IT Professional...