Excellent communication and management skills. * Understands financial markets and has the ability to formulate operational strategy in a competitive environment. * Exceptional kno...

The Financial Specialist performs financial screenings and provides account management for ... Some invoicing or finance experience a plus. * Bilingual English/Spani...

... financial planning and management. 8. Experience in development of cost estimates/budgets for prop

... management position in our firm. Primary background in income tax preparation and business ... Prepare and examine accounting records, financial statements, tax...

College degree or equivalent in Finance, General Business or Accounting - desirable. * Service-Plus ... managers, employees, regulatory agencies, industry peers, customer...

Determine clients' needs and financial abilities to propose solutions that suit them * Perform ... Integrated Tech - Personalized website, CRM, presentation tools, a...

Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams * Self-...