Freelance Financial Planning Jobs

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17
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USA - of business development processes and supports training of business development associates; helps guide staff new to business development May supervise one or more business development staff Writing / Editing Writes expressions of interest, corporate capability statements, personnel and management sections, past performance references, biographical sketches and other proposal components; strategically enhances/positions resume content Edits and manages technical proposal sections as they develop... (including managing file traffic/turnaround time, and close liaison with technical staff) Reviews and edits submissions from partners, ensuring their inputs meet specified requirements and expected level of quality Other Key Job Aspects Creates meaningful relationships with potential partners for purposes of productive collaborations, and freelance consultants to maintain a pool of responsive and available support. Carries out and presents business intelligence research to help position company...
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6
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symphony it solutions - Chicago, IL - : Job Title: SAP- Financial Systems Analyst Location: Chicago, IL. Duration: 6+ months C2C Contract. Job Summary Responsibilities: · Provide financial end-user support on client system including SAP (sFIN, BPC and AFO), Concur and Blackline. · Enforce master data process and procedures. · Responsible for the day to day management of the master data process. · Identify, analyze, propose and document appropriate solutions for problems and issues that may impact financial... close and planning process. · Develop and execute unit/system test cases, scripts and plans. · Define and articulate business rules required for data accuracy and consistency. Identify and resolve data quality issues. Act as the primary contact for the data management process between finance and IT. · Interact regularly with finance team to understand their business needs and to anticipate needed IT solutions. Act as a liaison between finance community and IT. · Provide cross-functional and business...
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9
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Carlsbad, CA - content rollout and provide feedback to product team to help improve/develop the website to better attract users. - Monitoring the digital editorial financial budget and managing freelance editorial contributors when appropriate. - Writing features, columns and other designated editorial as needed for bikemag.com. - Representing Bike at local, national and international trade shows and events to help build strong links with readers and the industry. - Other duties and tasks as assigned..., and Abilities: - Excellent writer and editor able to communicate complex issues in lively, clear and concise prose. - Language skills suitable for a professional publishing position, including spelling, grammar and punctuation, plus proofreading and copy-editing capabilities. - Strong organizational and time-management skills. - Ability to work quickly and meet tight deadlines. - Knowledge of mountain-bike industry. - Video production/shooting skills a plus. - Previous work on a high volume...
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19
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Dallas, TX - Financial Consultant Fidelity Investments Dallas, TX Working in a Fidelity Investor Center, you will offer guidance and financial planning to customers in a face to face setting. Fidelity provides the technology, training, and support to succeed in a career in finance. Requirements: FINRA Series 7 & 63 Series 65/66 and state registrations required within 3 months of hire A CFP is preferred, but not required. For more information,visit branch.fidelitycareers.com...
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20
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Bank of the West - Visalia, CA - Provides retirement planning strategies for clients by assessing the client's past, present and future financial needs, objectives and requirements. Meets needs by proactively building relationships with clients, providing ongoing advice and drawing on the range of available R&I products. Initiates and proactively cultivates relationships with bank partners including Branch Managers and others. Essential Job Functions 1.Provides retirement strategies for client's needs by collecting... and analyzing client financial data to determine which products best meet the client's retirement needs, and providing ongoing advice to the client as to what investment products are in the client's best interest. 2.Creates financial plans for customers. 3.Maintains an in-depth knowledge of the Bank's products and offerings, and promotes these products and offerings amongst clients as appropriate. 4.Provides training to and promotes products amongst bank branch personnel in conjunction with BWIS...
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18
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kksoftwareassociates - New York City, NY - : Position: Project Manager (Financial Industry) Location: New York City, NY Duration: Long Term Contract Interview: Telephonic and In Person Job Description Our Client is seeking a Project Management professional to take on an exciting and high profile role the team, engaging with internal technology managers, security subject matter experts, and business customers as we build new processes and technologies to improve the effectiveness and quality of the Firm's security ecosystem..., to requirements, to planning, through to delivery and project completion. *Excellent time management skills, ability to efficiently prioritize and multitask, and work under pressure to meet deadlines and team objectives. *Willingness to take ownership and accountability of team work items and goals; strong commitment to high quality standards. Microsoft Project experience, with demonstrable skill in construction and evaluation of project plans. *Microsoft Office proficiency, specifically Excel, PowerPoint...
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28
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Sysco - Oxnard, CA - one becomes available, you will have 30 days to apply for another job within Sysco for which you are qualified. The Market Planning Manager role is at-will and either the associate or Sysco may end employment at any time for any reason. RESPONSIBILITIES: Develop and facilitate AOP and forecasting process/tools for the Market team Facilitate monthly and quarterly business review processes Lead reporting and insight for Market and the broader functional teams including metric development to drive decisions and insight Conduct... analytics, reporting and communication documents for internal and external stakeholders Identify and evaluate growth and profit opportunities across the Market and OpCos Develop and deploy Finance tools and reports across the Market organization Perform decision support and analytics for strategic initiatives, Pilots and the identification of growth and margin opportunities across the Market Drive analytics and insights for Topline and Operations teams to drive business results including ROI...
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14
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Virginia - and financial products designed to meet the protection and financial needs of your clients A clearly defined career path, including opportunities in Management for qualified individuals. Comprehensive benefits, including a defined benefit pension plan,1 and significant earnings potential Here's what you'll do: As a New York Life Agent, you'll be offering high-quality life insurance, fixed annuities,2 long-term care insurance, and other products for insurance and retirement planning needs. You'll...Minimum Requirements to Apply: 4-year College Degree in Business and 5+ years Full-time work experience No full time college students will be considered! OR 10+ years of Military experience OR 10+ years consistent, full-time work experience with sales skills What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity to advance? You ll find all that and more as a New York Life Financial Professional. At New York Life Insurance Company, we believe it...
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16
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Koff & Associates - Laguna Beach, CA - , organizes, directs, oversees, coordinates and reviews the work of staff performing difficult and complex professional, financial, technical and office support functions related to all programs and activities of the Finance Department including the Finance, Customer Service and Administrative Services Divisions; administers current and long-range financial planning activities; manages the effective use of the Department’s resources to improve organizational productivity and customer service; provides..., recycled water for irrigation, and sanitary sewer service. The District provides services to a 2,500-boat marina, a major state park, and three 5-star resorts and numerous upscale hotels. The District’s mission: “We are entrusted by our community to provide water resources essential for sustaining life”. A five-member elected Board of Directors oversees policy-making, financial stewardship, rate-setting, capital programs, and long-term planning. The District’s top priorities include: executing the...
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6
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Spectrum - Austin, TX - for staff Acts as a role model for staff by maintaining ethical, professional and legal standards Financial Authorizes staff overtime and approves other news coverage-related expenses as needed Monitors overtime and freelance work hours of direct reports Other duties as assigned QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill... regarding developing news items and possible stories Actively participates in daily editorial meetings, reviewing daily coverage plans Plans coverage of upcoming news events including determining staffing needs Updates Planning Grid with information on developing stories Supervisory Responsibilities Makes decisions on hiring, promoting, assigning and disciplining desk staff members, freelancers and interns Effectively utilizes, trains, develops, mentors and evaluates staff Provides input...
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