PARAPLANNER FULL TIME YOUR RESPONSIBILITIES WILL INCLUDEGeneral Responsibilities • Create financial plans and proposals • Secondary role as executive assistant • Run financial planning reports (MoneyGuide Pro, Performance Reporting, Net worth Statements, etc) • Compose memos, correspondence, agreements, and other professional documents with various levels of detail to accommodate the differing needs of management • Monitor discretionary models • Produce portfolio reviews • Keep FA informed of allocation variations and performance of all accountsTO APPLY Please submit ALL of the …
Jobs
Paraplanner
Sales & Marketing Consultant
Applicant Tracking System Code: 12394Website or Applicant Tracking System URL: Application URL: https://www.aplitrak.com/?adid=Y2xyb2JlcnRzb24uMDQ0NTQuMTI0MjZAc2luY2xhaXJicm9hZGNhc3Rncm91cC5hcGxpdHJhay5jb20Job Type: JobEmployment Type: Full-TimeDuration: Permanent –Details–Description: POSITION SUMMARY We are looking for a marketing specialist and dedicated sales professional responsible for driving growth of assigned accounts, uncovering new opportunities, nurturing strong relationships with existing clients, and establishing a network to support overall account growth. Marketing Consultants are also expected to learn and utilize the entire Sinclair portfolio of assets when identifying solutions and generating proposals. PRIMARY RESPONSIBILITIES …
Senior Accounting Officer (Specialist) (JC-426440) 04/24/24
To be considered for this position, you must apply at CalCareers.ca.gov. To apply you must first create a CalCareers account. Once your account is created, you can search 426440 to locate the job posting and apply. Link: https://calcareers.ca.gov/CalHrPublic/Jobs/JobPosting.aspx?JobControlId=426440 Note: This position will no longer be available on CalCareers after the job closes on 04/24/24. No applications will be accepted after the job closing date. Positions at the Water Boards may be eligible for telework with in-person attendance based on the …
Rating Insights Analyst II
Job Title: Rating & Ratemaking Insights Analyst II The world isn’t standing still, and neither is Allstate. We’re moving quickly, looking across our businesses and brands and taking bold steps to better serve customers’ evolving needs. That’s why now is an exciting time to join our team. You’ll have opportunities to take risks, challenge the status quo and shape the future for the greater good. You’ll do all this in an environment of excellence and the highest ethical standards – …
Outdoor Recreation Planner
Outdoor Recreation PlannerSummaryThis position reports to the National Park Service National Trails System and offers duty locations in Santa Fe New Mexico, Salt Lake Utah, San Francisco California or Kansas City Missouri, in the Partnerships and Planning Division. Duties This is a term position (more than 1 year) with an initial appointment expecting to last at least 13 months but may be extended up to a total of four years, or more based on any changes to regulations governing the …
Associate Governmental Program Analyst (JC 426906)
Individuals interested in applying for this vacancy must have eligibility. If you are new to state service or need to gain eligibility to this classification, please Click here to open the examination bulletin and follow the instructions on “How to apply”. The examination is a separate process from applying for this vacancy. Please be sure to follow all instructions for each process. Virtual interviews via web portals or phone may be offered as deemed appropriate and feasible by the hiring …
Track Leadership Program- Summer 2024
Make your mark. Track is a multi-year internship program that features coaching and mentorship, while also offering national training in Plante Moran’s Audit, Tax, Management Consulting, and Wealth Management practices. If accepted to the program, you will have the opportunity to complete more than one internship and develop your technical skills and core leadership competencies. Launch your career. Define your path. Make your mark. Students must self-identify as a member of a racial minority group (Black or African American, Hispanic …
Track Internship Program- Summer 2024
Make your mark. Track is a multi-year internship program that features coaching and mentorship, while also offering national training in Plante Moran’s Audit, Tax, Management Consulting, and Wealth Management practices. If accepted to the program, you will have the opportunity to complete more than one internship and develop your technical skills and core leadership competencies. Launch your career. Define your path. Make your mark. Students must self-identify as a member of a racial minority group (Black or African American, Hispanic …
Marketing and Sales Internship
Marketing & Sales Internship As a company that provides 24/7 safety and medical alert in homes, we are in need of people who are looking to provide and offer our services nationwide. We offer our customers peace of mind and extra protection. We are looking for hardworking and teachable candidates who have a great attitude and are ready to assist us in our mission. We’re looking for self motivated individuals to join our team of Alder Professionals. When you join …