Senior Financial Advisor Salary at Goldstone Financial Group Llc BETA

Senior Financial Analyst Well-respected manufacturing company is seeking a Senior Financial Analyst. This organization has gone through explosive growth over the last few years, mainly due to acquisition, which has lead to the creation of this newly created role. Why Work for the Company/Take the Senior Financial Analyst Role: Great leadership Fast growing company- lots of opportunity to make this role your own and pave your career Competitive base, bonus, PTO and 401k matches Company outings and events The company gives back to the community Ability to move into other areas of the company Quick promotions A progressive, forward-thinking company that is constantly looking for ways to improve Tech-forward company Responsibilities and Duties of the Senior Financial Analyst: Prepare monthly, quarterly and annual reports- assisting in the analysis of financial information to determine present and future financial performance, including coordinating monthly reporting, quarterly forecasting

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. What you will do As a Financial Consultant (Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Our Financial Consultants provide guidance on available account options for our customers retirement savings goals, such as 401K and IRA products. At Empow

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. What you will do As a Financial Consultant (Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Our Financial Consultants provide guidance on available account options for our customers retirement savings goals, such as 401K and IRA products. At Empow

Job Description Job Description JOB TITLE: Associate Advisor- W2 EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Advisory Team LOCATION: Denver, CO and Chicago, IL REPORTS TO: Lead Advisor EFFECTIVE DATE: 10/1/2024 SUMMARY: This position works directly with Partner/Senior Financial Advisor who is based in Los Angeles, but travels back and forth. Responsibilities include helping Partner/Senior Financial Advisor bringing on new business; assisting with generating new referrals from Fidelity and Schwab; assisting with fielding incoming referrals from Fidelity and Schwab; servicing new and existing clients; conducting client portfolio reviews for existing clients in CO, ID, WY and MT; communicating and executing portfolio trades and rebalancing; creating and presenting comprehensive retirement plans using eMoney; assisting in presenting to our custodians (Fidelity and Charles Schwab) and their clients; and all practice management and new business initiatives listed below

Overview: The Senior Treasury Analyst is responsible for providing analytical and technical support for all banking, investment and debt activity as part of the Controller group. This includes managing daily cash flow, forecasting and reporting, risk management, and supporting the development of treasury policies and procedures. Supports all aspects of treasury operations activities, including assisting with the administration and deployment of cash management banking solutions for all business segments of the organization, supporting the cash forecasting process, and monitoring of investment custody accounts in-bound and out-bound funds flow. Also serves as key coordination point for business insurance activities and special projects. Responsibilities: Develops expert knowledge of banking portals and ensures the continued, accurate operation of the company's treasury systems and related data flows; identifies and executes on opportunities to upgrade approaches, tools and processes. Es

Third Party Management Analyst 7 months + Franklin Chicago Remote Pay $53 on w-2 Job id:82210 Our client is looking for third Party Management Analyst for 1st line of defense team, supports the Businesses and Functions by ensuring that suppliers onboarded in the US have been subject to Third-Party Risk Management and assessment before contract execution. This is a critical role/provision of service to the bank as inadequate management of third parties can lead to a failure to meet our operational, business and/or regulatory requirements, which, in turn, may impact the operating resilience of and customers, involve regulatory breaches, civil or monetary penalties or damage both to shareholder value and to our reputation/brand image. This role will support Third Party Management to ensure the following: • Third Parties are subject to robust qualification activities before contract execution and onboarding • Third Parties are expected to be subject to a Risk Assessment and the outcome is

Job Type Full-time Description SUMMARY: The Sr. Financial Analyst will be responsible for the preparation, development, analysis, verification and communication of vital financial information and business metrics. JOB RESPONSIBILITIES: Coordinate and assist with the Company's annual budgeting process, quarterly financial forecast, monthly budget/forecast variance analysis and special projects Provide financial consulting and strategic support to management including preparing financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunities, acquisition analysis and other projects as required Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures Analyze SKU level revenue and margin trends, which will require working with complex data sets, utilizing knowledge of cost accounting principles, and working with shop floor operators and supervisors. Monito

Job Description Job Title: Deputy Chief Compliance Officer Location: Wheaton, IL (Onsite) Compensation: $140K-170K+ Bonus Skills: Securities Compliance, Strong knowledge of SEC Rules (including Investment Company Act of 1940 and Investment Advisers Act of 1940) We are a trusted Financial Services company that needs an experienced Deputy Chief Compliance Officer to join our team. If you have 10+ years of experience and a passion for investment adviser and investment company compliance, then this may be a perfect fit for you! In this role, you will: Review fund and affiliate compliance policies and procedures. Identify, analyze and mitigate risks by developing new/ improving existing compliance procedures. Supervise compliance testing and ensure compliance of affiliates, fund sub-advisors and service providers. Manage and review quarterly compliance reporting and findings to the Chief Compliance Officer and Board of Trustees. Review and revise existing compliance policies and procedures.