Top 15401 Financial Manager/Analyst Jobs

Registered Wealth Management Advisor
Raymond James Financial, Inc. —Altoona, PA
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Paid holidays
Board Certified Behavior Analyst (BCBA)
Cultivate Behavioral Health & Education —Peru, IL
- $70,000 - $76,000 a year
- Full-time
- Pass drug screening
- Mid-level
- Master's degree
- Paid holidays
- Health insurance
Quick Apply
13d
Financial Analyst Team Lead
Techsource Inc —Albuquerque, NM
- $135,000 - $155,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- Office
- Paid holidays
- Health insurance
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6d
Healthcare Finance Decision Support Manager
Bayhealth —Dover, DE
- $111,155.20 - $172,286.40 a year
- Day shift
- Hospital
- Finance
- Master's degree
- 403(b) matching
- Paid holidays
Commercial Credit Analyst
Michigan Business Connection, LC —Ann Arbor, MI
- $70,000 - $80,000 a year
- Full-time
- Background check
- Bachelor of Science
- Basic math
- Health insurance
- Dental insurance
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Director - Pharmacy Network Contracting & Public Payer Relations
Hemophilia Alliance —Remote
- $130,000 - $170,000 a year
- Full-time
- Background check
- Up to 50% travel
- 5 years
- Health savings account
- Health insurance
Quick Apply
Manager, Financial Forecasting & Systems
Medical Mutual of Ohio —Cleveland, OH
- Hybrid work
- Microsoft Access
- CPA
- Office
- Health savings account
- Disability insurance
Credit Analyst
BAC Community Bank —Stockton, CA
- $47,000 - $60,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- English
- Health insurance
- Dental insurance
Quick Apply
Financial Analyst
Space Information Laboratories —Santa Maria, CA
- $41.68 - $75.00 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Relocation assistance
- Health insurance
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3d
Center Clinical Manager
Community Autism Services —Brockton, MA
- $90,000 - $115,000 a year
- Full-time
- 5 years
- Clinic
- Doctor of Philosophy
- Health insurance
- Dental insurance
Quick Apply
Controller/Treasurer
McCormick Distilling Co. Inc. —Weston, MO
- $120,000 - $150,000 a year
- Full-time
- Background check
- Management
- Research
- Health savings account
- Disability insurance
Quick Apply
Center Clinical Manager
Community Autism Services —Hooksett, NH
- $85,000 - $100,000 a year
- Full-time
- 5 years
- Clinic
- Doctor of Philosophy
- Health insurance
- Dental insurance
Quick Apply
Oracle ERP Manager
aventiv —Plano, TX
- $151,726.09 - $172,967.74 a year
- Remote
- Computer science
- Oracle
- Computer Science
- Disability insurance
- Health insurance
Quick Apply
Director Surgical Services
UnityPoint Health —Sioux City, IA
- Full-time
- Nursing
- Surgery
- RN License
- Paid holidays
- Disability insurance
Senior Global Equity Research Analyst
APA International Placement Consultants —New York, NY
- $200,000 - $300,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 11+ years
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
11d
Mgr Plant Engineering
CPS Energy —San Antonio, TX
- Bachelor of Science
- Engineering
- Travel
Analyst, Fixed Income
LPL Financial Corp —Tempe, AZ
- $29.36 - $48.93 an hour
- Full-time
- Mid-level
- Office
- Analysis skills
- Health insurance
- Paid time off
Quick Apply
6h
Treasury Modeling Analyst III
Wings Credit Union —Apple Valley, MN
- $110,000 - $130,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Finance
- Profit sharing
- Paid parental leave
Quick Apply
4d
Equipment Solutions Manager
Yancey Bros. Co. —Austell, GA
- 5 years
- Office
- Analysis skills
- Profit sharing
- Wellness program
Quick Apply
FOOD SERVICE (FS) TRAINING SUPPORT ANALYST
RF LOGISTICS —Naval Base Point Loma, CA
- $65,000 - $80,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- ServSafe
- Health insurance
- Dental insurance
Quick Apply
6d

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Registered Wealth Management Advisor

Raymond James Financial, Inc. -
Altoona, PA

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Job Details

Full-time

Benefits

Profit sharing
Paid holidays
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Series 7
Securities Industry Essentials

Full Job Description

Job Description Summary

At Irwin Financial Incorporated, we take a sophisticated and client-focused approach to everything we do. As our team expands, we are seeking a Client Relationship Manager who shares our vision and values. The ideal candidate has experience in relationship management in the financial industry and is dependable, dynamic, attentive, and team oriented. Additionally, they possess curiosity in leadership and career development.

Are you ready? Let’s uncover the possibility of working together.

Job Description

Essential Duties and Responsibilities

Manage and deepen client relationships with effective communication and personalized attention in every interaction
Collaborate with investment team to develop models and strategies aligned with client objectives
Work closely with research analyst and portfolio managers to evaluate investment opportunities
Support the firm’s growth
Enter trades, orders, and rebalances as requested
Schedule, attend, and facilitate client meetings

Manage referrals effectively

Prepare financial reports, spreadsheets, and other materials for client meetings

Create and maintain records and files utilizing Client Relationship Management (CRM) software

Participate in marketing efforts including seminars and other client-facing events

Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures

Knowledge of

Company’s working structure, policies, mission, and strategies

Managed account platforms

General office practices, procedures, and methods

Investment concepts, practices, and procedures used in the securities industry

Financial markets, products, and industry regulations

Trading terminology
Financial planning software

Skill in

Client Relationship Management (CRM) software

Microsoft Office Suite

Effective communication (in-person, virtual, phone, and mail)

Ability to

Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases

Analyze and research account information

Handle stressful situations and provide a high level of client attention in a calm and professional manner

Analyze problems and establish solutions in a fast-paced environment

Use appropriate interpersonal styles and communicate effectively

Work both independently and as part of a cohesive team

Demonstrate competence, dependability, and responsibility

Education

Bachelor’s degree preferred, or equivalent years of experience in industry

Licenses & Certifications

SIE
Series 7
Series 63, 65 and/or 66 as required by state

Experience

3+ years of experience in the financial services industry strongly preferred

Benefits: Medical, Retirement + Match, Discretionary Profit Sharing, PTO

Travel: Not Required

Education

Bachelor’s

Work Experience

General Experience - 3 to 6 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

#LI-LS1

Apply Now

Refine Your Search

Financial Manager/Analyst jobs

Registered Wealth Management Advisor

Board Certified Behavior Analyst (BCBA)

Financial Analyst Team Lead

Healthcare Finance Decision Support Manager

Commercial Credit Analyst

Director - Pharmacy Network Contracting & Public Payer Relations

Manager, Financial Forecasting & Systems

Credit Analyst

Financial Analyst

Center Clinical Manager

Controller/Treasurer

Center Clinical Manager

Oracle ERP Manager

Director Surgical Services

Senior Global Equity Research Analyst

Mgr Plant Engineering

Analyst, Fixed Income

Treasury Modeling Analyst III

Equipment Solutions Manager

FOOD SERVICE (FS) TRAINING SUPPORT ANALYST

I want to receive the latest job alert for Financial Manager/Analyst

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