LPL FinancialNasdaq: LPLA: Independent broker-dealer and wealth management platform.
1+ YOEBachelor's degree, 1+ year in financial services or brokerage operations, advanced Microsoft Excel skills, communication, organization, attention to detail, and problem-solving abilities.
LPL FinancialNasdaq: LPLA: Independent broker-dealer and wealth management platform.
1+ YOEBachelor's degree, preferably in finance, and 1+ year in financial services or brokerage operations. Requires advanced Microsoft Excel, reconciliation, analytical, communication, and problem-solving skills.
Crewe Advisors: Fee-based multi-family office serving individuals, families, entrepreneurs, and executives with investment management, planning, and family-office services.
1+ YOE1–3 years experience in advisory or client support preferred; Series 65 or willingness to obtain; experience with planning and CRM software; strong client service and communication skills.
eMoney, MoneyGuide Pro, CRM, Charles Schwab, Fidelity (Wealthscape)
Western Area Power Administration: Federal Department of Energy power marketing agency delivering cost-based hydroelectric power and transmission to public customers.
1+ YOEOne year of specialized experience equivalent to GS-12 in financial advisory services, budgeting, accounting, financial systems, alternate funding, and GAAP compliance; U.S. citizenship and moderate-risk suitability required.
Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
$65k-$69k/yrHybridFull Time
Osaic: Private U.S. wealth-management firm supporting financial professionals and institutions with brokerage, advisory, technology, and back-office services.
2+ YOERequires 2+ years in financial compliance, strong communication, analytical, research, problem-solving, and time-management skills, plus MS Office proficiency. Bachelor's preferred; securities licenses and investment advisory experience are a plus.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
United States or Denver or Alabama or Arkansas or Arizona or Florida or Georgia or Iowa or Idaho or Indiana or Kansas or Kentucky or Louisiana or Maine or Missouri or Mississippi or Montana or North Dakota or Nebraska or New Mexico or Ohio or Oklahoma or Pennsylvania or South Carolina or South Dakota or Tennessee or Utah or Vermont or Wisconsin or West Virginia or Wyoming or Colorado or Hawaii or Michigan or Minnesota or North Carolina or New Hampshire or Nevada or Oregon or Rhode Island or Alaska or California or Connecticut or District of Columbia or Delaware or Illinois or Massachusetts or Maryland or New Jersey or New York or Texas or Virginia or Washington
$83k-$122k/yrRemoteFull Time
Lumen: Quebec-based private electrical and automation equipment distributor serving commercial, industrial, institutional, municipal, and residential customers.
2+ YOERequires 2+ years in investment banking, corporate development, private equity, valuation advisory, or M&A; financial modeling, analytical, communication, and Microsoft Office skills required.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint
United States or Denver or Alabama or Arkansas or Arizona or Florida or Georgia or Iowa or Idaho or Indiana or Kansas or Kentucky or Louisiana or Maine or Missouri or Mississippi or Montana or North Dakota or Nebraska or New Mexico or Ohio or Oklahoma or Pennsylvania or South Carolina or South Dakota or Tennessee or Utah or Vermont or Wisconsin or West Virginia or Colorado or Hawaii or Michigan or Minnesota or North Carolina or New Hampshire or Nevada or Oregon or Rhode Island or Alaska or California or Connecticut or Delaware or Illinois or Massachusetts or Maryland or New Jersey or New York or Texas or Virginia or Washington
$83k-$122k/yrRemoteFull Time
Lumen TechnologiesNYSE: LUMN: Public telecommunications providing enterprise networking, fiber connectivity, cloud, security, and managed services to organizations.
2+ YOERequires 2+ years in investment banking, corporate development, private equity, valuation advisory, or M&A, with financial modeling, M&A process knowledge, analytical, problem-solving, and communication skills.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint