Finance Consultant Salary at Unify Dots BETA

Role Description Mission: A Sage Senior X3 Financial Consultant will participate in and/or lead the financial areas of Sage X3 projects while continuing to expand their Sage X3 and soft consulting skills to drive successful implementations and delight customers. Given our broad geographical footprint, candidates can be located anywhere in the U.S. or Canada. Objectives (Key Outcomes): Reading Statements of Work (SOW) and Master Service Agreements (MSA) prior to engaging on a project. Complete assigned tasks (with minimal guidance and oversight) within alignment of SOW, Business Process Review (BPR) documentation, and NexTec methodology. Maintaining 70%+ utilization on an average annual basis. Maintaining appropriate Sage X3 certifications and continue developing skill sets in Sage X3 focus areas (finance, distribution, or manufacturing). Continuous development of soft consulting skills. Responsibilities Participate in requirements gathering and design activities for the financial modul

Job Description Job Description We are seeking an experienced IV&V Professional with expertise in Workday implementations to ensure the quality, functionality, and compliance of Workday systems. The ideal candidate will independently validate and verify Workday modules, configurations, and integrations to ensure they meet business requirements, regulatory standards, and stakeholder expectations. This is critical to ensure successful, on-time, and compliant system deployments. Key Responsibilities: Perform independent assessments of Workday configurations to ensure they meet functional and business requirements. Review and evaluate Workday workflows, data migrations, and system integrations to ensure accuracy and efficiency. Verify system configurations for Workday HCM, Payroll, Finance, and other related modules. Conduct end-to-end testing of Workday system functionalities to ensure outputs align with business objectives. Develop and execute comprehensive test plans, including user acc

Title: Financial Advisor (CFP) Type: Full-time / Perm / On-site Location: Seattle, WA Base Salary Range: $85k - $135k/annually, depending on experience. Summary: Our client is looking for their next Financial Advisor (CFP). In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities, and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. Responsibilities: Acts as the first point of contact for client communications. Strategize with the Lead Advisor to ensure responses are timely and thorough. Reviews current client portfolios and makes recommendations to clients in consultation with the team. Proactively considers both strategic and tactical opportunities around investments and other planning areas. Prepares comprehensive client meeting deliverables, including Cash Needs Analysis, Strategic Asset Allocation, and Voca

We are seeking an individual with experience servicing HNW and UHNW individuals in the wealth management space to join an exciting company as a Client Associate. The ideal candidate will be responsible and carry experience in the following: Collaborating with banking and counterparties to address operational challenges, acting as a conduit between the bank and clients. Initiating the establishment of new accounts including with bank, investment and fund accounts. Delivering exceptional service and impeccable execution for client requests, inquiries, and transactions. Assist with the account maintenance, money movement transfers and any other client requests Orchestrating seamless coordination among internal teams, including Portfolio Managers and Operations Team, to facilitate smooth process flow. Diligently ensuring adherence to compliance protocols. Assist portfolio managers with putting together presentations for clients. Requirements 3+ years of experience working with HNW clients

Description The Associate Financial Advisor will work closely with one of Addison Avenue's top-performing financial advisors, managing and nurturing the existing client relationships, ensuring excellent client service, and supporting the growth of the business. This role will provide comprehensive financial planning, investment advice, and portfolio management to clients, with a primary focus on assisting the senior advisor in managing high-net-worth and ultra-high-net-worth clients. Here's what you can expect from the job and what you need to be successful: Job Duties Client Relationship Management: Assist the senior advisor in managing all client relationships Act as the primary contact for clients assigned by the Senior Advisor, ensuring consistent communication and exceptional service. Develop deep relationships with clients to understand their financial goals and needs. Financial Planning & Advice: Conduct financial planning reviews and update financial plans as needed. Partner wi

Summary This position provides administrative support to Legacy West Financial Consultants. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by Legacy West Financial Consultants. This position is part time, 20-30 hours a week. Compensation ranges from $25-28/hr dependent upon experience and licensure. Candidates must reside in the Bellevue, WA area. There is an immediate growth track to obtain licensure for Life and Health insurance. Job Description Position Roles/Responsibilities/Accountabilities + Handles incoming telephone calls and responds t

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Branch Support - BOA Branch Address: 155 Ne 100th St Bldg B Ste 300, Seattle, WA If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor