0 Negotiable or Not Mentioned
USA
114 days ago
ampf.com
5 Applied 1 Casual Applied
Summit Wealth Management is seeking a dedicated Client Relationship Manager & Paraplanner to join their growing team. This role is designed for an individual who is passionate about people and eager to build a long-term career within the financial services industry. You will be integrated into a supportive, values-driven culture where hands-on learning and mentorship are prioritized to help you succeed and grow professionally.
In this position, you will play a critical role in supporting financial advisors and developing deep relationships with clients. Your daily responsibilities will involve using advanced financial planning tools like MoneyGuide Pro to create comprehensive strategies. This hybrid role offers a clear pathway for professional advancement, with the ultimate goal of transitioning into a financial advisor role over time. Candidates should be excited about contributing to a collaborative environment while gaining real-world expertise in wealth management.
Key Requirements
Support financial advisors in daily operations and client management.
Build and maintain deep, long-lasting relationships with wealth management clients.
Develop and apply technical financial planning expertise using tools like MoneyGuide Pro.
Maintain high attention to detail in processing financial documents and client data.
Demonstrate a curious and proactive mindset regarding industry trends and client needs.
0 Negotiable or Not Mentioned
USA
64 days ago
gmail.com
7 Applied 5 Pro Applied
Confidential Banking Group is looking for a professional Relationship Manager to join our rapidly expanding global team. In this role, you will work on high-impact projects with top-tier global clients, helping to drive our wealth management and corporate banking initiatives. You will be responsible for advising clients, managing investment portfolios, and identifying new capital market opportunities. This position offers a unique chance to gain international experience across multiple banking markets while working within a prestigious, innovative, and high-performance team.
Successful candidates will benefit from a competitive environment that values career advancement and leadership growth. We offer visa sponsorship for qualified candidates and provide performance incentives alongside a high salary range. Candidates will have the opportunity to lead client-facing strategies and contribute to the bank's long-term growth in the region. If you are a results-driven professional looking for international exposure, we encourage you to submit your resume for consideration.
Key Requirements
Relevant degree in banking, finance, or accounting
Professional certifications such as CPA, CFA, CMA, or FRM
Minimum of 2 to 15+ years of experience depending on the specific seniority of the role
Strong analytical and problem-solving skills
Proven leadership and team management capabilities
0 Negotiable or Not Mentioned
USA
83 days ago
gomoder.com
5 Applied 2 Ultra Applied
Moder is looking for experienced professionals to join our team as an Agent in the Bankruptcy department. This role specifically focuses on the US Mortgage domain, requiring candidates to have a strong handle on bankruptcy processes and the associated documentation. You will be responsible for ensuring that POC (410A) and MFR filings are handled with the highest level of accuracy while adhering to strict timelines within the US time zone schedule. This position requires working from our office location to collaborate effectively with the team. Successful candidates will demonstrate a commitment to quality and a thorough understanding of the bankruptcy lifecycle within the mortgage industry. We offer a dynamic work environment where you can apply your expertise in US Mortgage to support our growing operations. Our bankruptcy unit is a critical part of our mortgage servicing portfolio, and we value individuals who can bring specialized knowledge to this field.
Key Requirements
1+ years of experience with good knowledge of the bankruptcy process
Strong understanding of POC (410A)
Strong understanding of MFR
Flexible to work in US time zone
Ability to work from office
0 Negotiable or Not Mentioned
USA
84 days ago
thinkmtg.com
11 Applied 3 Ultra Applied
Think Mortgage is growing and looking to add dedicated professionals to our Underwriting Team. As a Mortgage Underwriter, you will play a key role in evaluating loan applications and ensuring they meet all regulatory and company standards. You will be responsible for working through complex files and collaborating directly with our branch partners within a retail mortgage environment. This role requires a high degree of precision and the ability to maintain strong working relationships through clear and effective communication.
The ideal candidate will possess active VA and FHA designations, allowing for the specialized review of government-backed mortgage products. You will be tasked with assessing creditworthiness, verifying financial documentation, and making informed lending decisions. This is an excellent opportunity to join a dynamic and expanding team where your expertise in underwriting will directly contribute to the success of our branch partners and the satisfaction of our clients.
Key Requirements
Must have an active VA (Veterans Affairs) designation.
Must have an active FHA (Federal Housing Administration) designation.
Solid communication skills to effectively work through files with branch partners.
Experience working within a retail mortgage environment.
Proven ability to analyze complex financial documents and credit reports.
~3,333 Mentioned
USA
55 days ago
realtyagent.com
8 Applied 6 Pro Applied
Build Your Career in Real Estate with CBRE and step into a career where innovation meets global impact. At CBRE, you won’t just watch the industry evolve, you’ll be part of the team shaping it. We are currently hiring for various positions in the USA, including roles in Property & Facilities Management, Project & Construction Management, Digital & Technology, and Corporate Functions such as Finance, HR, Legal, and Strategy. We have open positions for Building Engineers, Project Managers, Software Engineers, Data Analysts, Financial Analysts, Asset Managers, HR Specialists, and Leasing Agents.
Joining our team means working in a fast-paced environment that values professional development and career growth. We offer roles ranging from Entry-level to Executive candidates with a compensation structure between $40,000 and $300,000+ per year, depending on the specific role and your level of experience. If you are looking for an opportunity to contribute to a global leader in real estate and work with cutting-edge technology, CBRE is the place for you. Applications are reviewed on a rolling basis, so we encourage early submissions to join our diverse and talented workforce.
Key Requirements
Professional experience in real estate, property, or construction management.
Proficiency in digital tools, data analysis, or software engineering.
Strong interpersonal and communication skills for corporate functions.
Ability to manage projects or facilities effectively in a fast-paced environment.
Background in finance, HR, legal, or strategy for corporate roles.
0 Negotiable or Not Mentioned
USA
77 days ago
autopilotrecruiting.com
6 Applied 4 Pro Applied
Are you ready to build a career where you help families protect what matters most? We are looking for motivated individuals who are ready to grow, succeed, and make a real difference in their local community. This isn't just a job — it's an opportunity to build a meaningful career while serving your community. You will be working in a supportive, team-oriented environment that prioritizes professional development and high-quality service for all policyholders.
This employment opportunity is specifically with a State Farm Agent, Mark Crump (Crump Group), and not directly with State Farm Insurance Companies. The role requires the successful completion of state licensing requirements to solicit and service State Farm products. Ideal candidates are those who are passionate about helping others, driven to succeed, and excited to grow within an industry that provides essential financial and protection services. You will be expected to engage with the community to provide insurance solutions and maintain excellent client relationships.
Key Requirements
Must be highly motivated to grow and succeed in a professional sales environment.
Demonstrated passion for helping families and individuals protect their assets.
Ability to work effectively in a supportive, team-oriented work environment.
Successful completion of state-mandated licensing requirements for insurance.
Ability to solicit and service a variety of State Farm insurance products.
0 Negotiable or Not Mentioned
USA
75 days ago
yoh.com
8 Applied 6 Pro Applied
The Sales Enablement US Wealth Data Analyst is a key role within the U.S. Wealth Distribution team at Yoh. This position involves leveraging data-driven insights to enable sales teams to take effective action. The role is offered as a hybrid onsite opportunity, requiring presence in the office 3-4 days per week. Candidates have the flexibility to work from either the Boston, MA or Chicago, IL office locations. This position is available as a Full-Time (FTE) role from day one or as a Right-to-Hire arrangement based on manager flexibility.
Primary responsibilities include supporting wholesalers and relationship managers by helping them better target advisors and prioritize growth opportunities. The ideal candidate will have extensive experience in sales analytics or financial services, with a proven ability to handle large, complex datasets using advanced Excel techniques. You will be responsible for turning raw data into actionable insights that lead to asset growth. The sector for this role is Financial Services and the salary is described as competitive.
Key Requirements
4–6+ years of experience in sales analytics, business analytics, or financial services.
Must have prior experience focused on enabling sales teams with data-driven insights.
Demonstrated ability helping wholesalers and relationship managers better target advisors.
Proven track record in prioritizing opportunities and driving asset growth.
Strong Excel skills are required, with comfort working with large, messy datasets.
0 Negotiable or Not Mentioned
US
68 days ago
sourcifyhr.in
14 Applied 1 Casual Applied
We are looking for a Deputy Manager to take ownership of the Record to Report (R2R) function for US entities and Special Purpose Vehicles (SPV). This role involves managing the end-to-end accounting and financial close for US-based entities while ensuring strict compliance with US GAAP and legal agreements. You will work closely with cross-functional teams to coordinate financial activities and ensure data integrity within SAP S/4HANA and Hyperion. This position is vital for the accuracy of our global consolidation and requires a professional who is comfortable working in the US shift. As part of this role, you will be responsible for navigating complex legal and financial frameworks associated with SPVs. The ideal candidate will have 5 years of experience and a strong background in global finance environments. You will represent the finance team in interactions with international stakeholders, providing insights into the US entity performance. This is a great opportunity for a US GAAP expert to grow their career within a major global expansion project.
Key Requirements
Qualified CA, ACCA, or CPA
5 years of professional finance experience
Ownership of end-to-end accounting for US entities
Experience managing financial close for SPVs
Ensuring compliance with US GAAP and legal requirements
0 Negotiable or Not Mentioned
USA
78 days ago
crossroadsrmc.com
11 Applied 8 Pro Applied
Crossroads RMC is seeking a highly skilled LN Finance Consultant based in the United States to provide expert guidance and support for Infor LN ERP systems. In this role, you will be responsible for analyzing financial business processes and implementing solutions that align with client objectives. The position involves close collaboration with stakeholders to ensure the financial modules are configured correctly and that the system supports the overall business strategy efficiently. As a key consultant, you will work through the full lifecycle of ERP implementation, from initial analysis and design to testing, training, and go-live support. You must possess a deep understanding of financial operations including general ledger, accounts payable, accounts receivable, and cost accounting within the LN environment to deliver high-quality results. Your expertise will help clients maximize their investment in technology while streamlining their financial workflows for better performance and reporting accuracy.
Key Requirements
Extensive experience with Infor LN Finance modules and functional configurations.
Strong understanding of core financial accounting principles and practices.
Proven experience in business process mapping and ERP system implementation.
Ability to provide comprehensive user training and post-implementation support.
Excellent analytical and problem-solving skills for complex financial data.
0 Negotiable or Not Mentioned
United States
87 days ago
ambergroup.us
7 Applied 5 Pro Applied
We are looking for experienced Trading & Execution Specialists to join Amber Group US at a pivotal time in our expansion. This role involves managing complex trades and executing digital asset strategies that bridge the gap between traditional finance and crypto markets. You will work closely with global trading desks to ensure optimal execution for our institutional client base, maintaining a focus on risk management and market efficiency in the fast-paced US digital asset environment.
As part of our trading team, you will contribute to the development of innovative solutions and help refine our institutional workflows. You will be part of a culture that celebrates diversity and innovation, offering competitive performance incentives and the chance to work with top-tier talent. This role is ideal for individuals who thrive in volatile market conditions and have a passion for shaping the future of financial services.
Key Requirements
Strong background in finance, fintech, or digital assets.
Deep understanding of crypto markets and institutional workflows.
Entrepreneurial mindset with a results-driven attitude.
Excellent communication and stakeholder management skills.
Experience in high-volume trading environments.