Advise CEO on feasibility of operational and growth objectives based on financial data and ... General knowledge of personal and corporate federal tax returns and taxation effects * Current ...
Highly responsive and personal engagement with leads is key to successfully performing this job ... Transition the completed questionnaire to the appropriate advisor and/or team. * Engage ...
Business Client Advisor REPORTS TO : Central Oregon Market President FLSA : Exempt CATEGORY ... Performs analysis of credit reports, business and personal tax returns, financial statements, cash ...
... improvement that fosters personal and professional growth. - Be part of a mission-driven ... our clients, financial advisors , and employees. We are investing in data and technology, using ...
The person in this role will advise on what those standards are, ensure they are being adhered to ... A conscientious team player with unquestionable personal and professional character and integrity.
... financial advisors , and other parties to effectively progress cases. - Cultivate and maintain ... Benefits: - Paid holidays and personal time off. - Comprehensive health, dental, vision, and life ...
Bring a professional writing style with a personal tone, acting as a key storyteller for the ... Adviser , subject to SEC regulation, and requires all employees (and at times, family members) to ...
As requested, advise guests on appropriate combinations of food and drinks, accommodate reasonable ... Maintain a high level of sensitivity and confidentiality regarding any personal or medical ...
Direct ongoing mentorship from our team of top-producing agents and advisors * No re-inventing the ... The proper amount required is determined by what you need to meet your personal goals. We will help ...
Duties: • Ensure product knowledge of all sales/service personal • Ensure sales orientation ... advise trends, major changes and customer preference • Handle all large party bookings to ...
Excellent customer service/ personal skills * Knowledge in Medical Terminology * Strong computer ... to Financial Advisors , Identity Theft Program. Work/Life Balance Benefits: Paid Time Off and ...
... Moms Group, Advisor Program, and Leadership Development Program (LDP). We give back to our ... We offer a comprehensive benefit package to help protect your personal and financial health and ...
Personal ongoing self-development and personal growth as an employee. Site Manager Job Requirements ... Seek advisement on business decisions that involve financial considerations * Establish and ...
Review general ledgers monthly and make necessary correcting entries and/or advise person ... Ability to multi‐task and set personal objectives. * Maintain focus on stated goals. * Take ...
You will serve as a business advisor to their clients, aiming to maximize engagement and achieve ... personal networks, and professional societies. * Stay current on general economic and political ...
Collaborate with a team of professional advisors to ensure the creation of a holistic plan that addresses the client's personal , professional, and financial goals * Supervise paralegals and legal ...
Act as an advisor on potential risk and options throughout the contract re-write process; will be ... Excellent inter- personal and communication skills, a detailed-oriented team player who deals ...
With a strong focus on growth and personal development, Aspire is the perfect place to develop your ... Acts as a strategic advisor /coach to company leadership * Design, implement, and maintain internal ...
... financial advisors to guide your investment decisions. Plus, participate in our profit-sharing program. · Paid time off : We offer generous paid time off for vacations, sick leave, and personal ...
... Local Financial Advisors * SIGN-ON BONUS! * Employee Assistance Plan * Paid Sick Leave * Paid Time Off ( personal leave) * Continuing Education benefits * Annual CE Stipend * CE Specific PTO
... financial aid, etc.) through classroom instruction and regular one-on-one advising sessions ... Personal Statements, Letters of Recommendation collection, and student and family one-on-ones
... and personal aspirations. Position Summary: They are seeking a highly organized individual with ... trusted advisors to address ongoing matters. * Validate annual financial statements for tax ...
Advise on financial analyses and decision-making regarding capital investments, pricing, contract ... Ability to function independently, have flexibility, and demonstrate personal integrity. Preferred ...
Company Matched Contributions to Roth and/or Traditional 401K, Access to a Financial Advisor * Paid ... Personal Fulfillment: Employee Recognition Program, Teambuilding Activities, Community Outreach ...
Duties and responsibilities · Serves as professional advisor and liaison to the Tribal Council. · ... personal contact, literature and the media as directed by the Tribal Council. · Builds and ...