A company in the Chicago land area has an immediate need for an Accounts Receivable Specialist. This is one of the largest and fastest growing companies in the state! Due to this unprecedented growth, they now have a need for an experienced Accounts Receivable Specialist. Due to internal changes there is a tremendous opportunity for upward mobility within the department and organization and overall. The ideal Accounts Receivable Specialist will have 2+ years of previous accounts receivable experience, be comfortable using Microsoft Excel, along with another ERP software and have excellent data entry skills. The Accounts Receivable Specialist will be responsible for: · Daily cash application · Contacting customers to guarantee timely payment of outstanding invoices. · Generate AR aging report. · Review and resolve discrepancies. · Process customer deductions and credit memos after obtaining proper approvals · Identify, analyze, and resolve any billing and payment...
May 24, 2020
Full time
A company in the Chicago land area has an immediate need for an Accounts Receivable Specialist. This is one of the largest and fastest growing companies in the state! Due to this unprecedented growth, they now have a need for an experienced Accounts Receivable Specialist. Due to internal changes there is a tremendous opportunity for upward mobility within the department and organization and overall. The ideal Accounts Receivable Specialist will have 2+ years of previous accounts receivable experience, be comfortable using Microsoft Excel, along with another ERP software and have excellent data entry skills. The Accounts Receivable Specialist will be responsible for: · Daily cash application · Contacting customers to guarantee timely payment of outstanding invoices. · Generate AR aging report. · Review and resolve discrepancies. · Process customer deductions and credit memos after obtaining proper approvals · Identify, analyze, and resolve any billing and payment...
The client that I am currently working with is an investment services platform. They are located in downtown Chicago and their in search of a Software Engineer to join their team. Apply now for opportunities for growth and leadership with a fast growing company! **This is a full time, permanent role, that is not offering C2C or sponsorship at this time** Your Responsibilities: Build and develop reliable software Collaborate with our senior product manager and existing developers to define workflows and processes that ensure consistent code management, code quality and deployment Optimize application for maximum speed and scalability Be analytical. Deeply understand our competitive advantages in the marketplace and why we deserve to win and be the #1 destination for equipment and values Position Requirements: 3-6 years experience working in a back end role and 2 years minimum required in our software stack: Java, React, .NET, C# are essential skills for this role...
May 24, 2020
Full time
The client that I am currently working with is an investment services platform. They are located in downtown Chicago and their in search of a Software Engineer to join their team. Apply now for opportunities for growth and leadership with a fast growing company! **This is a full time, permanent role, that is not offering C2C or sponsorship at this time** Your Responsibilities: Build and develop reliable software Collaborate with our senior product manager and existing developers to define workflows and processes that ensure consistent code management, code quality and deployment Optimize application for maximum speed and scalability Be analytical. Deeply understand our competitive advantages in the marketplace and why we deserve to win and be the #1 destination for equipment and values Position Requirements: 3-6 years experience working in a back end role and 2 years minimum required in our software stack: Java, React, .NET, C# are essential skills for this role...
ETL Informatica Developer # DB -22607 Location: CHICAGO, IL Duration: 6-12 Months+ Senior ETL Informatica Developer plays a role in the defining data mapping, creating ETL process, understanding source system and map data elements, test ETL process, provide documentation, triage production issues and provide resolutions. Perform ETL solution design and development to produce required reporting, dashboarding, and analytics deliverables. This position will require close collaboration with delivery teams, product owners and managers, and the QA team. Our ideal candidate will be self-motivated, work well in a team environment, and have an ability to learn new technologies. Job Requirements: Requirements: Bachelor's degree in business, computer science, information systems or related discipline, or equivalent and extensive related project experience; Masters degree preferred. 5+ years of experience in Data Warehousing...
May 24, 2020
Full time
ETL Informatica Developer # DB -22607 Location: CHICAGO, IL Duration: 6-12 Months+ Senior ETL Informatica Developer plays a role in the defining data mapping, creating ETL process, understanding source system and map data elements, test ETL process, provide documentation, triage production issues and provide resolutions. Perform ETL solution design and development to produce required reporting, dashboarding, and analytics deliverables. This position will require close collaboration with delivery teams, product owners and managers, and the QA team. Our ideal candidate will be self-motivated, work well in a team environment, and have an ability to learn new technologies. Job Requirements: Requirements: Bachelor's degree in business, computer science, information systems or related discipline, or equivalent and extensive related project experience; Masters degree preferred. 5+ years of experience in Data Warehousing...
Job Description: At Capital One, we're building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We believe that innovation is powered by perspective and that teamwork and respect for each other lead to superior results. We elevate each other and obsess about doing the right thing. Our associates serve with humility and a deep respect for their responsibility in helping our customers achieve their goals and realize their dreams. Together, we are on a quest to change banking for good. Data Engineer Do you want to work for a tech company that writes its own...
May 24, 2020
Job Description: At Capital One, we're building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We believe that innovation is powered by perspective and that teamwork and respect for each other lead to superior results. We elevate each other and obsess about doing the right thing. Our associates serve with humility and a deep respect for their responsibility in helping our customers achieve their goals and realize their dreams. Together, we are on a quest to change banking for good. Data Engineer Do you want to work for a tech company that writes its own...
Ann & Robert H. Lurie Childrens Hospital of Chicago
Chicago, IL, USA
Ann & Robert H. Lurie Children's Hospital of Chicago seeks Directors Enterprise Risk Management for Chicago, IL to partner w/& guide senior leadership in integrating risk considerations & analytics in strategic planning. Master's in Operations Research/Industrial Eng/Info Systems/Tech/related field+3yrs exp req'd. Req'd skills: 3yrs w/:enterprise risk mgmt. 1yr w/:pediatric research academic medical center: implementation & operation of compliance for Healthcare IT Systems, regulatory compliance, implementing ERM frameworks and ERM compliance program; analysis of IT architecture; dev of KPI & KRI for medical center strategy; Excel VBA; Power Shell; leading project teams; incident/policy mgmt systems admin; data analysis using Python/Matlab/R; mini-tab; Access; MS Project Mgmt; Tableau; Power BI; ERP; Asp.net, visual basic; SQL Server. Apply at https://careers-luriechildren s.icims.com/jobs/12893/director-ent erprise-risk-management/job. Tracking Code 23. recblid...
May 24, 2020
Full time
Ann & Robert H. Lurie Children's Hospital of Chicago seeks Directors Enterprise Risk Management for Chicago, IL to partner w/& guide senior leadership in integrating risk considerations & analytics in strategic planning. Master's in Operations Research/Industrial Eng/Info Systems/Tech/related field+3yrs exp req'd. Req'd skills: 3yrs w/:enterprise risk mgmt. 1yr w/:pediatric research academic medical center: implementation & operation of compliance for Healthcare IT Systems, regulatory compliance, implementing ERM frameworks and ERM compliance program; analysis of IT architecture; dev of KPI & KRI for medical center strategy; Excel VBA; Power Shell; leading project teams; incident/policy mgmt systems admin; data analysis using Python/Matlab/R; mini-tab; Access; MS Project Mgmt; Tableau; Power BI; ERP; Asp.net, visual basic; SQL Server. Apply at https://careers-luriechildren s.icims.com/jobs/12893/director-ent erprise-risk-management/job. Tracking Code 23. recblid...
Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus,...
May 24, 2020
Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus,...
A large, mission-driven nonprofit in the Chicago Loop is seeking a detailed and efficient Accounting Assistant to add to their team. The Accounting Assistant will be responsible for managing the organization's accounting and payroll functions including processing Accounts Payable, payroll, and 401k auditing. The salary for this role is $40-45k. Responsibilities of the Accounting Assistant: Initiate AP process, review invoices for accuracy, and allocate to appropriate party Process employee payroll and employee benefit invoices Manage accounting software program and upload daily banking transactions Review and reconcile corporate credit card and ensure for accuracy Manage 401k auditing procedure on an annual basis Assist with processing monthly financial reports Additional tasks and projects as needed Job Requirements: Requirements of the Accounting Assistant: Bachelor's degree preferred 2 years' experience within AP and...
May 24, 2020
Full time
A large, mission-driven nonprofit in the Chicago Loop is seeking a detailed and efficient Accounting Assistant to add to their team. The Accounting Assistant will be responsible for managing the organization's accounting and payroll functions including processing Accounts Payable, payroll, and 401k auditing. The salary for this role is $40-45k. Responsibilities of the Accounting Assistant: Initiate AP process, review invoices for accuracy, and allocate to appropriate party Process employee payroll and employee benefit invoices Manage accounting software program and upload daily banking transactions Review and reconcile corporate credit card and ensure for accuracy Manage 401k auditing procedure on an annual basis Assist with processing monthly financial reports Additional tasks and projects as needed Job Requirements: Requirements of the Accounting Assistant: Bachelor's degree preferred 2 years' experience within AP and...
The Accounts Receivable Specialist is responsible for maintaining and reconciling accounts receivable balances and taking proactive steps to collect monies owed. Essential Functions: Make collection calls for customer payment of past due invoices, log all correspondence, and follow up as required. Prepare weekly/monthly customer statements as required. Work with Sales team and the customer to reconcile customer late payments. Identify and resolve all short payments/deductions/overpayments clearly documenting all details and forward paperwork to the correct department for resolution assistance. Track short payments to enable thorough and timely follow up to expedite resolution. Arrange re-payment of short payments or request credit memos. Perform other duties or special projects as needed. High School Diploma or GED. Minimum of one year in Accounts Receivable or related discipline. Strong communication, interpersonal skills and general...
May 24, 2020
Full time
The Accounts Receivable Specialist is responsible for maintaining and reconciling accounts receivable balances and taking proactive steps to collect monies owed. Essential Functions: Make collection calls for customer payment of past due invoices, log all correspondence, and follow up as required. Prepare weekly/monthly customer statements as required. Work with Sales team and the customer to reconcile customer late payments. Identify and resolve all short payments/deductions/overpayments clearly documenting all details and forward paperwork to the correct department for resolution assistance. Track short payments to enable thorough and timely follow up to expedite resolution. Arrange re-payment of short payments or request credit memos. Perform other duties or special projects as needed. High School Diploma or GED. Minimum of one year in Accounts Receivable or related discipline. Strong communication, interpersonal skills and general...
Job Number: 483019 Accounts Payable Analyst Job Responsibilities: Full-cycle AP responsibility- match, vouch, and enter invoices, review and enter individual expense reports, create check and voucher packages, weekly check runs and wire payments, and filing. Make sure there are no duplicate payments/late payments/miscoding/overpayments. Check Vendor information for accuracy and prepare checks to be mailed. Communicate with vendors about past due payments/account inquiries. Reconcile invoices for all company credit card holders. Research/resolve outstanding & lost checks. Prepare 1099's and manage W-9's. Job Requirements: 1-3+ years full-cycle Accounts Payable experience Experience with ERP systems, NetSuite (preferred), Concur, SAP, Oracle, GreatPlains, or other procurement system Strong verbal and written communication skills Attention to detail in all areas Advanced Resources is a talent solutions organization headquartered in Chicago providing...
May 24, 2020
Full time
Job Number: 483019 Accounts Payable Analyst Job Responsibilities: Full-cycle AP responsibility- match, vouch, and enter invoices, review and enter individual expense reports, create check and voucher packages, weekly check runs and wire payments, and filing. Make sure there are no duplicate payments/late payments/miscoding/overpayments. Check Vendor information for accuracy and prepare checks to be mailed. Communicate with vendors about past due payments/account inquiries. Reconcile invoices for all company credit card holders. Research/resolve outstanding & lost checks. Prepare 1099's and manage W-9's. Job Requirements: 1-3+ years full-cycle Accounts Payable experience Experience with ERP systems, NetSuite (preferred), Concur, SAP, Oracle, GreatPlains, or other procurement system Strong verbal and written communication skills Attention to detail in all areas Advanced Resources is a talent solutions organization headquartered in Chicago providing...
Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For * FINRA Series 7 & 63 required prior to hire * Series 65 and/or 66 and state registrations required within 3 months of hire * Experience with High Net Worth clients * A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus,...
May 24, 2020
Full time
Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For * FINRA Series 7 & 63 required prior to hire * Series 65 and/or 66 and state registrations required within 3 months of hire * Experience with High Net Worth clients * A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus,...
Fusion Medical Staffing is seeking an experienced Cath Lab Tech for an exciting Travel Allied job in Chicago, IL. Shift: Inquire for details Start Date: ASAP Cath Lab RNOur Story: Fusion isnt just a job; its a lifestyle. Our actions are rooted in ensuring everyone we touch has a better life. Here, we dont just work hard and play hard every day; we do it with a purpose. And through it all, we strive to stay humble, stay driven, and stay positive. Were proud of who we are and where were going.We were honored to be named the "Best Staffing Company To Work For" in North America, and it's because of our culture and our employees that helped us win that achievement. Don't believe us? See why you should join the Fusion family!_______________________________________________________Registered Nurse - Catheterization Laboratory Position: Registered Nurse Specialty: Catheterization Laboratory 13 week Catheterization Laboratory Registered Nurse travel assignment Client in Chicago, IL is looking...
May 24, 2020
Full time
Fusion Medical Staffing is seeking an experienced Cath Lab Tech for an exciting Travel Allied job in Chicago, IL. Shift: Inquire for details Start Date: ASAP Cath Lab RNOur Story: Fusion isnt just a job; its a lifestyle. Our actions are rooted in ensuring everyone we touch has a better life. Here, we dont just work hard and play hard every day; we do it with a purpose. And through it all, we strive to stay humble, stay driven, and stay positive. Were proud of who we are and where were going.We were honored to be named the "Best Staffing Company To Work For" in North America, and it's because of our culture and our employees that helped us win that achievement. Don't believe us? See why you should join the Fusion family!_______________________________________________________Registered Nurse - Catheterization Laboratory Position: Registered Nurse Specialty: Catheterization Laboratory 13 week Catheterization Laboratory Registered Nurse travel assignment Client in Chicago, IL is looking...
The Senior Accountant will support the revenue, accounts receivable and cash reconciliation workstream within the corporate accounting area. The position will be responsible for daily, monthly and quarterly activities within the workstream to ensure that company books and records are accurate. Job Requirements: Responsibilities: Answer the Desk phones in a courteous and friendly manner Interact with people on all levels Manages the daily flow of customer orders. Validates incoming art, orders, and other customer requests Confirm charges, pricing, and miscellaneous charges Add necessary price breaks to existing quotes Provides accurate an complete information to internal customers Follows up on proofing process to get prompt turnaround from art department and the customer Qualifications: High school diploma, GED or equivalent experience Associate's degree or equivalent from two-year college or technical school preferred Minimum of two years...
May 24, 2020
Full time
The Senior Accountant will support the revenue, accounts receivable and cash reconciliation workstream within the corporate accounting area. The position will be responsible for daily, monthly and quarterly activities within the workstream to ensure that company books and records are accurate. Job Requirements: Responsibilities: Answer the Desk phones in a courteous and friendly manner Interact with people on all levels Manages the daily flow of customer orders. Validates incoming art, orders, and other customer requests Confirm charges, pricing, and miscellaneous charges Add necessary price breaks to existing quotes Provides accurate an complete information to internal customers Follows up on proofing process to get prompt turnaround from art department and the customer Qualifications: High school diploma, GED or equivalent experience Associate's degree or equivalent from two-year college or technical school preferred Minimum of two years...
Operations Manager Trainee - $48,000 Salary and Program Completion Bonus About Us Takeda is the leading global biotechnology company focused on serving people with rare diseases and other highly specialized conditions. We have best-in-class products available in more than 100 countries across core therapeutic areas including Hematology, Immunology, Neuroscience, Lysosomal Storage Disorders, Gastrointestinal / Internal Medicine / Endocrine and Hereditary Angioedema; a growing franchise in Oncology; and an emerging, innovative pipeline in Ophthamolics. Our employees come to work every day with a shared mission: to develop and deliver breakthrough therapies for the hundreds of millions of people in the world affected by rare diseases and other high-need conditions, and who lack effective therapies to live their lives to the fullest. A subsidiary of Takeda, BioLife is an industry leader in operating high-quality plasmapheresis centers throughout the United States....
May 24, 2020
Full time
Operations Manager Trainee - $48,000 Salary and Program Completion Bonus About Us Takeda is the leading global biotechnology company focused on serving people with rare diseases and other highly specialized conditions. We have best-in-class products available in more than 100 countries across core therapeutic areas including Hematology, Immunology, Neuroscience, Lysosomal Storage Disorders, Gastrointestinal / Internal Medicine / Endocrine and Hereditary Angioedema; a growing franchise in Oncology; and an emerging, innovative pipeline in Ophthamolics. Our employees come to work every day with a shared mission: to develop and deliver breakthrough therapies for the hundreds of millions of people in the world affected by rare diseases and other high-need conditions, and who lack effective therapies to live their lives to the fullest. A subsidiary of Takeda, BioLife is an industry leader in operating high-quality plasmapheresis centers throughout the United States....
The Community Builders, Inc. Asset Manager (reporting to Director of Asset Management) Job Description and essential functions: Relationship Management Bring Asset Management perspective into communications with internal staff and external partiesto achieve property goals. Internal Relationships Work cross functionally with other departments within TCB to develop and implement annual asset management plans, set operating benchmarks and achieve defined property goals consistent with TCBs strategic plan. Participate in review and development of owner standards for condition of units, buildings and site within budgetary limitations Participate in process improvement projects within and outside the department. Prepare Board reports on portfolio performance, trends, goals, events, etc. External Relationships Direct third party managers in all areas of operations as TCBs owner rep Connect with funders, investors and local partners as owner...
May 24, 2020
Full time
The Community Builders, Inc. Asset Manager (reporting to Director of Asset Management) Job Description and essential functions: Relationship Management Bring Asset Management perspective into communications with internal staff and external partiesto achieve property goals. Internal Relationships Work cross functionally with other departments within TCB to develop and implement annual asset management plans, set operating benchmarks and achieve defined property goals consistent with TCBs strategic plan. Participate in review and development of owner standards for condition of units, buildings and site within budgetary limitations Participate in process improvement projects within and outside the department. Prepare Board reports on portfolio performance, trends, goals, events, etc. External Relationships Direct third party managers in all areas of operations as TCBs owner rep Connect with funders, investors and local partners as owner...
Ref ID: 01577666 Classification: Bookkeeper Compensation: $20.00 to $25.00 hourly Our client in the northwest suburbs is looking for a Bookkeeper. This Bookkeeper will be responsible for: -Daily Cash Applications, Lock Box management and daily deposits -Accounts Receivable/Collections - invoicing, customer statements and credit memo/return deductions -Accounts Payable, utilizing 3 way match and invoice coding -Payroll processing and weekly check runs, 50+ employees, union reporting experience a plus -Journal Entries - daily entries, weekly account balances and adjusting entries as needed for month end close -Month End Close - end to end process - must be comfortable with entire close process from start to finish, following a 5 day close process Job Requirements: 2+ years experience in a Bookkeeping role, Strong Quickbooks experience, Intermediate to Advanced Excel skills preferred Accountemps, a Robert Half Company, matches highly skilled professionals with accounting...
May 24, 2020
Full time
Ref ID: 01577666 Classification: Bookkeeper Compensation: $20.00 to $25.00 hourly Our client in the northwest suburbs is looking for a Bookkeeper. This Bookkeeper will be responsible for: -Daily Cash Applications, Lock Box management and daily deposits -Accounts Receivable/Collections - invoicing, customer statements and credit memo/return deductions -Accounts Payable, utilizing 3 way match and invoice coding -Payroll processing and weekly check runs, 50+ employees, union reporting experience a plus -Journal Entries - daily entries, weekly account balances and adjusting entries as needed for month end close -Month End Close - end to end process - must be comfortable with entire close process from start to finish, following a 5 day close process Job Requirements: 2+ years experience in a Bookkeeping role, Strong Quickbooks experience, Intermediate to Advanced Excel skills preferred Accountemps, a Robert Half Company, matches highly skilled professionals with accounting...
Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For * FINRA Series 7 & 63 required prior to hire * Series 65 and/or 66 and state registrations required within 3 months of hire * Experience with High Net Worth clients * A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus,...
May 23, 2020
Full time
Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For * FINRA Series 7 & 63 required prior to hire * Series 65 and/or 66 and state registrations required within 3 months of hire * Experience with High Net Worth clients * A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus,...
Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For * FINRA Series 7 & 63 required prior to hire * Series 65 and/or 66 and state registrations required within 3 months of hire * Experience with High Net Worth clients * A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus,...
May 23, 2020
Full time
Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For * FINRA Series 7 & 63 required prior to hire * Series 65 and/or 66 and state registrations required within 3 months of hire * Experience with High Net Worth clients * A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus,...
Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For * FINRA Series 7 & 63 required prior to hire * Series 65 and/or 66 and state registrations required within 3 months of hire * Experience with High Net Worth clients * A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus,...
May 23, 2020
Full time
Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For * FINRA Series 7 & 63 required prior to hire * Series 65 and/or 66 and state registrations required within 3 months of hire * Experience with High Net Worth clients * A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus,...
Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For * FINRA Series 7 & 63 required prior to hire * Series 65 and/or 66 and state registrations required within 3 months of hire * Experience with High Net Worth clients * A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus,...
May 23, 2020
Full time
Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For * FINRA Series 7 & 63 required prior to hire * Series 65 and/or 66 and state registrations required within 3 months of hire * Experience with High Net Worth clients * A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus,...
Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For * FINRA Series 7 & 63 required prior to hire * Series 65 and/or 66 and state registrations required within 3 months of hire * Experience with High Net Worth clients * A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus,...
May 23, 2020
Full time
Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For * FINRA Series 7 & 63 required prior to hire * Series 65 and/or 66 and state registrations required within 3 months of hire * Experience with High Net Worth clients * A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus,...
