Funder Salary at Bchh Inc BETA

Job Description Job Description Coy Capital Management, Inc./SW Coy Financial is seeking a highly organized and motivated Financial Advisor Associate to join our team and contribute to our continued growth. In this role, you will play a key part in supporting new client onboarding, managing financial documentation, maintaining client relationships, and coordinating client reviews and follow-ups. You will also assist in preparing financial plans and are expected to have a strong understanding of the industry, our products, and our company. The ideal candidate should be detail-oriented, organized, and have strong communication skills to ensure the smooth functioning of daily financial advisor operations. Administrative Tasks Handle day-to-day administrative functions, including managing calendars, emails, and calls for the CEO Process and track paperwork related to client investments, transfers, and other financial transactions Ensure compliance with regulatory requirements by maintainin

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry? • Have you previously run your own business? • Do you have an MBA or other equivalent degree? • If so, the Accelerated Path to Management Program may be right

Job Description Job Description JOB SUMMARY: CDS Administrators is looking for an Entry Level Accounting Coordinator to join our growing team! CDS specializes in benefit administration and prioritizes exceptional customer service. We are looking for people who want to further their career and find a place to call home. This position requires attention to detail and superb communication skills. QUALIFICATIONS Position requires a minimum of two (2) years accounting experience High School diploma required Bachelor’s degree or Associate’s degree with two (2) years prior accounting and customer service related experience preferred Proficiency in core MS Office applications including Word, Excel, PowerPoint, and Outlook. Proficiency in role specific software / Ability to learn new software quickly Must have the ability to manage their own time throughout day to meet deadlines, while actively addressing client and team requests Must be able to utilize critical thinking skills to make educated

Under the direction of the Director of Financial Planning and Analysis, the Grants and Sponsored Projects Financial Analyst will contribute to the support of breast and colorectal cancer research and the management of clinical trials by overseeing the financial pre- and post-award grant processes and gathering, compiling, analyzing and reporting of sponsored project financial information throughout the grant life cycle from proposal to closure. ESSENTIAL FUNCTIONS 40% OF TIME Pre- and Post-Award Grant Processes · Works with the Grants & Sponsored Projects Specialist to develop budgets and budget justifications for grant applications. · Maintains expense tracking files to monitor spending against the grant budget and update forecast projections. · Leads the annual progress report budget creation and financial reporting submission processes. 40% OF TIME Financial Planning & Analysis · Extracts financial data from various accounting and information systems to prepare complex federal and s

Creating Opportunities ***We are only looking for qualified candidates in the Pittsburgh area for this position*** What Sets us Apart IntePros is a woman owned business that has been placing highly skilled consultants at top businesses across the country for over 25 years. IntePros has consistently been recognized by industry organizations for setting the standard for customer service and building relationships with both clients and consultants. IntePros is proud to have received ClearlyRated’s highly coveted Best of Staffing Award 7 years running. In 2021, we received our highest Net Promoter Score to date with a score of 100% from our clients, significantly higher than the industry's average of 28% in 2020 and a score of 87.5% from our consultants, more than 4 times the industry’s average of 18% in 2020. A day in the life of an Account Executive at IntePros can be very diverse, but we encourage our teammates to focus on a core group of fundamental activities each day to bring success

Financial Advisor Dollar Investment Services located at Dollar Bank Job Description Job Overview: The Financial Advisor is responsible for providing discretionary investment guidance for businesses and individuals, expected to provide sound advice and analysis on a variety of investments, including individual equities and fixed income instruments, managed accounts, commodities and alternative investments, among others. The Financial Advisor’s role is highly entrepreneurial and involves extensive client management and development, new client prospecting and financial consultancy. The role is responsible for building and maintaining long-term relationships with a portfolio of financially successful clients. As the external face of Dollar Bank, the Financial Advisor is expected to work closely with key firm personnel to provide a superior client experience across the full spectrum of the client’s financial life. Qualifications: • Bachelor’s degree or commensurate experience is required. •

Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming an insurance agent to drive a positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, train you invaluable skills such as marketing, customer relationship management (CRM) and communication, and provide you with a development team and sales support to guide your success. What we’re looking for: We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as pr

Job Overview This job posting is anticipated to remain open for 30 days, from 31-Mar-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's diff