merceradvisors
63 712 $ – 74 956 $
Financial Planner (New York City)
ГибридСША
Financial Planning · eMoney · Morningstar Advise · Salesforce · Microsoft Excel · Investment Analysis · Estate Planning · Tax Planning · CRM
+9 навыковВсе вакансии в компании merceradvisors
- merceradvisors21 $ – 25 $
Administrative Assistant (Central or Mountain Time Zone)
УдалённоСШАMicrosoft Excel · Microsoft Word · Microsoft Outlook · Microsoft PowerPoint · Calendar Management · Travel Coordination · Event Planning · Administrative Support · Confidentiality+9 навыков - merceradvisors68 000 $ – 80 000 $
Financial Planner (Morristown, NJ)
ГибридСШАFinancial Planning · eMoney · Morningstar · Salesforce · CRM · Microsoft Excel · Microsoft Outlook · Microsoft PowerPoint · Microsoft Word · Investment Analysis · Tax Planning · Estate Planning · Risk Management+13 навыков - merceradvisors59 500 $ – 70 000 $
Financial Planner (Springfield, MO)
ГибридСШАFinancial Planning · eMoney · Morningstar · Salesforce · Microsoft Excel · Estate Planning · Tax Planning · Investment Analysis · CRM+9 навыков - merceradvisors80 750 $ – 95 000 $
Financial Planner (Northern California)
ГибридСШАFinancial Planning · CFP · eMoney · Morningstar Consulting · Salesforce · Microsoft Excel · Microsoft Outlook · Microsoft PowerPoint · Data Analysis · CRM+10 навыков - merceradvisors76 500 $ – 90 000 $
Financial Planner (San Francisco, CA)
ГибридСШАFinancial Planning · CFP · eMoney · Salesforce · Morningstar · Microsoft Excel · CRM · Tax Planning · Estate Planning · Investment Management+10 навыков - merceradvisors71 612 $ – 84 250 $
Financial Planner (Walnut Creek, CA)
ГибридСШАFinancial Planning · eMoney · Morningstar · Salesforce · Microsoft Excel · CRM · Investment Analysis · Estate Planning · Tax Planning · CFP+10 навыков - merceradvisors68 000 $ – 80 000 $
Financial Planner (Tampa, FL)
ГибридСШАFinancial Planning · eMoney · Salesforce · Morningstar · Microsoft Excel · Microsoft PowerPoint · CRM · Investment Analysis · Tax Planning · Estate Planning+10 навыков - merceradvisors80 000 $ – 100 000 $
Manager, Client Service (Ft. Collins, CO)
В офисеСШАSalesforce · Microsoft Office Suite · Financial Planning · Wealth Management · Client Service · People Management · Operations Management+7 навыков - merceradvisors102 000 $ – 120 000 $
Insurance Advisor (California)
УдалённоСШАInsurance · Financial Planning · Life Insurance · Long Term Care Insurance · Annuities · Estate Planning · Risk Management · CRM · Microsoft Excel · Relationship Management+10 навыков - merceradvisors72 250 $ – 85 000 $
Private Markets Operations Specialist
УдалённоСШАOrion · Arch · Investment Operations · Data Reconciliation · Alternative Investments · Excel · Portfolio Accounting · Data Mapping · M&A Onboarding+9 навыков - merceradvisors100 000 $ – 150 000 $
Regional Vice President
УдалённоСШАSalesforce · Financial Planning · Investment Management · Wealth Management · Sales · Microsoft Excel · Microsoft PowerPoint · CRM+8 навыков - merceradvisors17 $ – 20 $
Seasonal Tax Administrator (Ann Arbor, MI)
В офисеСШАMicrosoft Office · Microsoft Excel · Microsoft Word · Microsoft Outlook · Microsoft PowerPoint · Data Entry · Administrative Assistance · Tax Preparation Support · Time Management+9 навыков - merceradvisors59 500 $ – 70 000 $
Relationship Manager I (Houston, TX)
ГибридСШАWealth Management · CRM · Financial Planning · Client Relationship Management · Practice Management · Strategic Planning · Communication Skills · Problem Solving+8 навыков - merceradvisorsНе указана
Regional Vice President - Channel (Portland, OR)
ГибридСШАSalesforce · Financial Planning · Investment Management · CRM · Microsoft Excel · Microsoft PowerPoint · Series 65 · Series 66 · Certified Financial Planner+9 навыков - merceradvisors119 000 $ – 140 000 $
Regional Vice President (Channel) - Houston, TX
ГибридСШАSalesforce · Financial Planning · Investment Management · CRM · Microsoft Excel · Microsoft PowerPoint · Series 65 · Series 66 · Wealth Management+9 навыков - merceradvisors100 000 $ – 150 000 $
Regional Vice President - Channel (Jacksonville or Orlando)
ГибридСШАSales · Financial Planning · Wealth Management · Investment Management · Salesforce · CRM · Microsoft Excel · Series 65 · Series 66 · Certified Financial Planner+10 навыков - merceradvisors210 000 $ – 250 000 $
Managing Partner, Market Leader
HeadГибридСШАFinancial Planning · Wealth Management · Certified Financial Planner · Series 65 · Business Development · Asset Allocation · Portfolio Management · Leadership · Sales Strategy · Compliance+10 навыков - merceradvisors170 000 $ – 200 000 $
Managing Director, Community Client Development
DirectorУдалённоСШАSalesforce · Financial Planning · Investment Management · Wealth Management · Negotiation · Project Management · CRM · Mentoring · Business Development+9 навыков - merceradvisors127 500 $ – 150 000 $
Regional Vice President (Charlotte)
ГибридСШАSalesforce · Financial Planning · Investment Management · Business Development · Relationship Management · Series 65 · Series 7 · Series 66 · Certified Financial Planner · Microsoft Excel+10 навыков - merceradvisors170 000 $ – 210 000 $
Partner, Senior Wealth Advisor (Hybrid - Portland)
SeniorГибридСШАFinancial Planning · Investment Management · Estate Planning · Tax Planning · Portfolio Management · Asset Allocation · CFP · Series 65 · Relationship Management · Leadership+10 навыков - merceradvisors59 500 $ – 70 000 $
Relationship Manager I (Dallas, TX)
ГибридСШАCRM · Financial Planning · Wealth Management · Client Relationship Management · Practice Management · Investment Operations · Compliance+7 навыков - merceradvisors65 418 $ – 76 962 $
Relationship Manager I (Morristown, NJ)
ГибридСШАWealth Management · CRM · Client Relationship Management · Financial Planning · Practice Management · Workflow Management · Communication Skills · Problem Solving+8 навыков - merceradvisors70 000 $ – 80 000 $
Relationship Manager I (Atlanta, GA)
ГибридСШАWealth Management · Financial Planning · CRM · Client Relationship Management · Practice Management · Business Development · Compliance+7 навыков - merceradvisors100 000 $ – 150 000 $
Regional Vice President - Community (San Diego, CA)
ГибридСШАSalesforce · Financial Planning · Investment Management · CRM · Microsoft Excel · Microsoft PowerPoint · Series 65 · Series 66 · Certified Financial Planner+9 навыков - merceradvisors17 $ – 20 $
Seasonal Tax Administrator (Denver, CO)
В офисеСШАMicrosoft Office · Microsoft Excel · Microsoft Word · Microsoft Outlook · Microsoft PowerPoint · Data Entry · Administrative Assistance · Tax Preparation Support+8 навыков - merceradvisors68 000 $ – 80 000 $
Relationship Manager I (Woodbridge, CT)
ГибридСШАWealth Management · CRM · Financial Planning Strategy · Client Relationship Management · Practice Management · Workflow Management · Business Development+7 навыков - merceradvisors61 208 $ – 72 009 $
Relationship Manager I (Morristown, NJ)
ГибридСШАCRM · Wealth Management · Financial Planning · Client Relationship Management · Practice Management · Project Management+6 навыков - merceradvisors20 $
Seasonal Tax Administrator (Woodland Hills, CA)
В офисеСШАMicrosoft Office · Microsoft Excel · Microsoft Word · Microsoft Outlook · Microsoft PowerPoint · Administrative Support · Data Entry · Tax Preparation Support · Time Management+9 навыков - merceradvisors25 $
Seasonal Tax Preparer
УдалённоСШАLacerte · UltraTax · Accounting · Tax Law · Microsoft Excel · Microsoft Word · Microsoft Outlook · Microsoft PowerPoint · Tax Preparation+9 навыков - merceradvisors90 000 $ – 110 000 $
Senior Talent Acquisition Partner
SeniorУдалённоСШАFull Life Cycle Recruiting · Sourcing · Greenhouse · Financial Services · Stakeholder Management · Applicant Tracking Systems · Interviewing · Talent Acquisition Strategy+8 навыков - merceradvisors90 000 $ – 120 000 $
Senior Business Intelligence Analyst
SeniorУдалённоСШАPower BI · SQL · Python · Excel · PowerPoint · Salesforce · Azure Synapse · ETL · Data Visualization · Data Integration+10 навыков - merceradvisors150 000 $ – 200 000 $
Senior Wealth Advisor (Schaumburg/Chicago, IL)
SeniorГибридСШАFinancial Planning · Wealth Management · Certified Financial Planner · Estate Planning · Tax Planning · Asset Allocation · Portfolio Management · Series 65 · Relationship Management+9 навыков - merceradvisors97 750 $ – 115 000 $
Senior Manager, Deal Desk
SeniorУдалённоСШАSalesforce · Deal Desk · Pricing Strategy · Revenue Operations · Sales Operations · Financial Analysis · Data Analysis · CRM+8 навыков - merceradvisors180 000 $ – 225 000 $
Senior Tax Director (UHNW) - East Coast
SeniorУдалённоСШАTax Planning · Tax Compliance · UHNW · CPA · JD · CCH Axcess · Wealth Management · Estate Planning · Philanthropic Planning · Income Tax+10 навыков - merceradvisors130 000 $ – 150 000 $
Senior Product Manager
SeniorУдалённоСШАProduct Management · B2B SaaS · Artificial Intelligence · Machine Learning · API · Agile · Data Analytics · Stakeholder Management · User Testing · Financial Services+10 навыков - merceradvisors26 $ – 31 $
Insurance Coordinator
ГибридСШАLife Insurance · Health Insurance License · Case Management · CRM · Microsoft Excel · Microsoft Word · Microsoft PowerPoint · Microsoft Outlook · Long Term Care Insurance · Disability Insurance · Annuities+11 навыков - merceradvisors180 000 $ – 225 000 $
Senior Tax Director (UHNW) - West Coast
SeniorУдалённоСШАTax Planning · Tax Compliance · UHNW · CPA · JD · CCH Axcess · Wealth Management · Estate Planning · Income Tax · Partnership Taxation · Trust Taxation+11 навыков - merceradvisors63 325 $ – 74 500 $
Sr. Client Service Specialist (Richmond, VA)
SeniorВ офисеСШАWealth Management · Financial Services · Salesforce · Microsoft Excel · Microsoft Word · Microsoft Outlook · Customer Service · Administrative Support · Compliance+9 навыков - merceradvisors65 000 $ – 75 000 $
Specialist, Website Management
УдалённоСШАWordPress · WP Engine · Adobe Analytics · Adobe Target · SEO · Monday.com · Workzone · CMS · A/B Testing · Project Management+10 навыков - merceradvisors55 250 $ – 65 000 $
Service Operations Associate I (Dallas, TX)
ГибридСШАSalesforce · Microsoft Excel · Microsoft Word · Microsoft Outlook · CRM · Financial Services · Operations · Administrative Support+8 навыков - merceradvisors84 150 $ – 99 000 $
Sr. Manager, Client Service (Morristown, NJ)
SeniorВ офисеСШАSalesforce · Microsoft Office Suite · Financial Planning · People Management · Client Service · Wealth Management · Operations Management · Tax Loss Harvesting · RMDs+9 навыков - merceradvisors63 750 $ – 75 000 $
Sr. Financial Planner I
SeniorГибридСШАeMoney · Holistiplan · Morningstar · Orion Risk Intelligence · Salesforce · Financial Planning · Tax Planning · Estate Planning · Microsoft Excel · CFP+10 навыков - merceradvisors80 750 $ – 95 000 $
Sr. Portfolio Consultant
SeniorУдалённоСШАEnvestnet · Orion · Morningstar · Microsoft Excel · Financial Planning · Investment Management · Data Analytics · Portfolio Management · CFP · Series 65 · CFA+11 навыков - merceradvisors127 500 $ – 150 000 $
Senior Wealth Strategist - Insurance (UHNW)
SeniorУдалённоСШАFinancial Planning · Estate Planning · Insurance Sales · Risk Management · Wealth Management Strategy · Series 6 · CLU · CRM · Microsoft Excel · Relationship Management · Underwriting+11 навыков - merceradvisors53 550 $ – 63 000 $
Service Operations Associate I (Denver/Boulder or DTC)
ГибридСШАFinancial Services · Salesforce · Microsoft Excel · Microsoft Word · Microsoft Outlook · CRM · Administrative Support · Transaction Processing · Compliance+9 навыков - merceradvisors80 750 $ – 95 000 $
Sr. Tax Associate (Southern California)
SeniorУдалённоСШАAccounting · Tax Preparation · Tax Research · UltraTax · Sureprep · Financial Planning · CPA · Enrolled Agent+8 навыков - merceradvisors57 800 $ – 68 000 $
Sr. Legal Assistant (Sr. Estate Planning Service Specialist)
SeniorУдалённоСШАEstate Planning · Legal Support · Microsoft Word · Microsoft Excel · Microsoft Outlook · Adobe Acrobat · Client Relations · Calendar Management · Document Drafting+9 навыков - merceradvisors110 500 $ – 130 000 $
Sr. Manager, Client Service (SF Bay Area)
SeniorВ офисеСШАSalesforce · Microsoft Office Suite · Financial Planning · People Management · Client Service · Operations Management · Accounting · Economics+8 навыков - merceradvisorsНе указана
Sr. Manager, Revenue Operation Analytics
SeniorУдалённоСШАSalesforce · Salesforce Marketing Cloud · Power BI · SQL · Python · A/B Testing · Predictive Modeling · Machine Learning · Google Ads · Meta Ads · LinkedIn Ads · Data Governance · Cohort Analysis+13 навыков
4.9
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