226 associate financial advisor jobs found

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client referrals. Key Responsibilities and Duties Manages time and resources efficiently and effectively Develops and implements strategic and tactical plans with strong considerations to client challenges. Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans. Reviews client information, including financial statements, risk investment profile and cash availability. Working in a team environment, grows book of business through identifying...

Manager, Counsel: Servicing and Servicing Strategy (Hybrid) Capital One's growing Legal department will allow you to showcase your talents in a fast paced, fun environment. At Capital One, you get to work with bright and intelligent individuals who will help elevate you to a new level. If you enjoy working with a team of high performing top talent, Capital One is the place for you! Our Legal team thrives on collaborating and creates an environment where everyone's voice is heard. This exciting role will allow you to use your depth and breadth of experience to strategize and influence management as well as the business lines you support. In addition, you will have the opportunity to enhance your skills and broaden your knowledge. Come to Capital One to be a part of challenging work while enjoying our exceptional culture and work life balance. An opportunity exists for an experienced attorney to join Capital One's Consumer and Small Business Legal team. The attorney in this...

Job Description Ready to make an impact? Oracle's Global Environment, Health & Safety (EHS) team might be looking for you. We are a group of dynamic, innovative, diverse individuals striving to provide the best work environment and customer service to our colleagues. We provide a modern workspace with an emphasis on our co-workers' safety. You will interact with senior leaders, colleagues, vendors, and others, while working for the leader in cloud services. Come and join us! Oracle is seeking an experienced Data Center Construction Safety Advisor (Americas) to lead the implementation of a comprehensive construction safety program for data center construction projects. This role involves creating and customizing EHS program documentation, including standards, policies and procedures tailored to the unique challenges of operating data centers. The ideal candidate will have expertise in key safety areas such as construction safety, Lockout/Tagout (LOTO), Arc Flash,...

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...

Overview 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. Job Summary: The Manager, Technical Accounting oversees complex accounting matters, ensures strict adherence to U.S. GAAP across the organization, and leads the technical accounting team to support accurate and compliant financial reporting. This role serves as a strategic partner to senior leadership, auditors, and cross-functional stakeholders in navigating accounting complexities, driving policy implementation, and reinforcing a strong internal control environment. Work Location Flexibility: This hybrid position has an opportunity to be...

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...

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 Capital One. 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. Senior Manager, Financial Analysis (Hybrid) Capital One is seeking a culture-led, results-driven, and strategic Senior Manager of Global Payments Network (GPN) Finance. This leader will manage and develop a team of associates to provide oversight and analysis for the actuals and outlook, present monthly financial results to internal and external leadership, and manage quarterly or annual strategic exercises related to the GPN business. This leader will directly support the...

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 Financial Advisor within PNC's Wealth Management organization, you may be based in Columbus or Cleveland, OH, Indianapolis, IN, Chicago, IL, Detroit, MI or St. Louis, MO. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive,...

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...

Become a part of our caring community and help us put health first With over 10 million sales interactions annually, Humana understands that while great products are important, it's the quality of our service that truly defines us. We know that when our members and prospects have delightful and memorable experiences, it strengthens their connection with us and enables us to put their Health First. After all, a health services company that has multiple ways to improve the lives of its customers is uniquely positioned to put those customers at the center of everything it does. The Strategy Advancement Advisor provides data-based strategic direction to identify and address business issues and opportunities. Provides business intelligence and strategic planning support for business segments or the company at large. The Strategy Advancement Advisor works on problems of diverse scope and complexity ranging from moderate to substantial. Become a part of our caring community and...

Job Description We're on a journey to advance how health happens with technologies that empower patients, support clinicians, inspire innovation, and save lives. Our mission? To create a human-centric healthcare experience powered by unified global data.It's a big challenge, but big challenges are what we do best. We're already transforming major healthcare organizations - helping them turn data into lifesaving decisions and better patient care.We want people just as dedicated as we are to improving health equity and delivering quality care across the globe. If you're excited about making healthcare more human, you've come to the right place.We're looking for a Manager, Federal Testing & Quality Assurance to help us deliver the best Health Care IT Solutions.The role includes: Contributing to the vision, strategy, planning, evaluation, design, development, and implementation of the comprehensive testing program for the Veterans Affairs project. Support testing...

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...

Become a part of our caring community and help us put health first Humana is a publicly traded, Fortune 100 health benefits company with a long history of successful innovation and reinvention. It has transformed itself from the largest US nursing home company in the 60's, to the largest US hospital corporation in the 80's, to a leading health benefits company beginning in the 90's. Today, Humana is a leader in consumer-focused health solutions and is one of the largest health benefits organizations in the country. Consumer Segment Team Identifying and delivering new avenues of growth is a critical company priority. The Consumer Segment team is an entrepreneurial, multi-functional team within Humana's Medicare and Medicaid business unit. The team is focused on driving industry leading membership growth, retention and health outcomes by identifying new consumer insights, developing growth strategies, and activating them across the enterprise to serve the unique needs of...

Become a part of our caring community and help us put health first Humana is evolving its marketing organization to better acquire and engage members through data-driven, technology-enabled, and personalized communications and the creative and content produced by the in-house agency team known as the Hive, is a vital part of this transformation. The Senior Copywriter plays a critical role in shaping the strategic direction of marketing communications for the Humana Inc. brand portfolio. This position demands a deep understanding of brand strategy, advanced writing skills, and business acumen to develop content that supports key marketing objectives. You will utilize data analysis to inform creative decisions and emerging technology to develop creative concepts, integrated campaigns, and brand expression across all media. As a steward of the brand voice, you will drive strategic differentiation, brand consistency, and quality standards across channels, acting as a...

TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices What We'll Bring At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation we’re consistently exploring new technologies and tools to be agile. This environment gives our people the opportunity to hone current skills and build new capabilities, while discovering their genius. Come be a part of our team – you’ll work with great people, pioneering products and cutting-edge technology. What You'll Bring 7+ years’ experience in business and/or product strategy, management consulting, market intelligence, or a related field. Bachelor’s degree required; MBA or advanced degree preferred. Proven experience leading strategic initiatives and cross-functional projects. Deep understanding of online consumer experiences and/or financial services Strong analytical skills and data-driven decision-making with the ability to synthesize...

Job Summary The Associate Director, Quality Operations will lead initiatives that drive operational excellence, enhance risk management practices, and optimize global quality system processes across a global quality organization. This role is instrumental in ensuring that quality operations are efficient, compliant, and aligned with strategic business goals. Job Description Operational Excellence Lead continuous improvement initiatives across global quality to enhance efficiency, effectiveness, and compliance. Identify and implement best practices, metrics, and tools to drive performance and accountability. Facilitate cross-functional collaboration to streamline and optimize end-to-end workflows, as well as enhance overall operational alignment. Ensure effective change management strategies are applied to drive successful implementation and adoption of operational initiatives. Risk Management Develop and maintain a proactive...

Clinical Fraud Investigator II - Registered Nurse and CPC - Calrelon Payment Integrity SIU Location: This role enables associates to work virtually full-time, with the exception of required in-person training sessions, providing maximum flexibility and autonomy. This approach promotes productivity, supports work-life integration, and ensures essential face-to-face onboarding and skill development. Alternate locations may be considered if candidates reside within a commuting distance from an office. 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. Carelon Payment Integrity is a proud member of the Elevance Health family of companies, Carelon Insights, formerly Payment Integrity, is determined to recover, eliminate and prevent unnecessary medical-expense spending. The Clinical Fraud...

Medical Director Associate - CarelonRx Location: This role enables associates to work virtually full-time, with the exception of required in-person training sessions, providing maximum flexibility and autonomy. This approach promotes productivity, supports work-life integration, and ensures essential face-to-face onboarding and skill development. 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. Alternate locations may be considered. CarelonRx delivers market-leading pharmacy benefit management and medication dispensing services to drive affordability and improve member outcomes. The Medical Director Associate- CarelonRx supports pharmacy prior authorization reviews to ensure turnaround time is met and we are in compliance with all Pharmacy Benefit Management regulatory requirements....

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...

Account Service Coordinator- Paragon Healthcare A proud member of the Elevance Health family of companies, Paragon Healthcare brings over 20 years in providing life-saving and life-giving infusible and injectable drug therapies through our specialty pharmacies, our infusion centers, and the home setting. Virtual: This role enables associates to work virtually full-time, with the exception of required in-person training sessions, providing maximum flexibility and autonomy. This approach promotes productivity, supports work-life integration, and ensures essential face-to-face onboarding and skill development. Alternate locations may be considered if candidates reside within a commuting distance from an office. 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. Schedule: Monday - Friday;...