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Wright-Patt Credit Union Inc.
Columbus, OH, United States
Wright Patt Credit Union is Hiring a Senior Financial Advisor for our Retirement Solutions team. This position will cover our Western Columbus & Springfield regions. Outstanding opportunity to help our member-owners with their financial goals. The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, p
Job Source: Wright-Patt Credit Union Inc.Farther
Columbus, OH, United States
Job Description As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage cl
Job Source: FartherMeeder Investment Management Inc
Dublin, OH, United States
Forward to localhost with Webhook.site CLI whcli forward --token=3326713b-7160-49de-b220-03043b52eb06 Install whcli Webhook.site generates free, unique URLs and e-mail addressesand lets you see everything that’s sent there instantly. Built-in integrations: Google Sheets, Excel, Slack, Dropbox, SFTP, Email,Push Notifications, and more URLs never
Job Source: Meeder Investment Management IncTranscend PM
Columbus, OH, United States
SENIOR FINANCIAL ADVISOR Location : Columbus, OH (in-office) Compensation : $200,000 - $250,000 Status : Full-time The best and brightest in the financial advisory industry always have choices in the wealth management arena. Working with our client firm is an investment in your future that will reap rewards for years to come. We are a close, ti
Job Source: Transcend PMFarther
Columbus
Job Description Job Description Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth manag
Job Source: FartherRingside Talent Acquisition Partners
Columbus, OH, United States
We are looking for a Senior Financial Analyst, Strategy to work for our client. This is a hybrid role with only 2 days on-site each week. The ideal candidate aligns with the responsibilities and qualifications outlined below. Responsibilities: Perform in-depth financial analysis to identify trends, opportunities, and risks. Provide insights and
Job Source: Ringside Talent Acquisition PartnersAntolino and Associates
Columbus
Job Description Job Description Salary: $80k-$100k+ Depending on Experience Position: Financial Advisor You will be responsible for delivering value to existing and new clients – from understanding each client’s unique needs, creating financial plans for clients, structuring the investment portfolio that aligns with the plan, analyzing insurance n
Job Source: Antolino and AssociatesHeartland Bank
Columbus
Job Description Job Description JOB TITLE: Financial Advisor LOCATION: Upper Arlington, OH STATUS: Full-time FSLA JOB CLASS: Exempt REPORTS TO: Director of Financial Planning REQUIRED TRAVEL: DIRECT REPORTS: None If working for a company with an empowered group of individuals dedicated to the financial well-being of their customers is appealing t
Job Source: Heartland BankColumbus, OH, United States
Occupational Category Other Professional Careers
Salary Grade NS
Bargaining Unit None listed
Salary Range From $145000 to $150000 Annually
Employment Type Full-Time
Appointment Type Permanent
Jurisdictional Class Non-competitive Class
Travel Percentage 0%
Workweek Mon-Fri
Workday
From 9 AM
To 5:30 PM
Flextime allowed? No
Mandatory overtime? No
Compressed workweek allowed? No
Telecommuting allowed? Yes
County New York
Street Address 633 Third Avenue
City New York
State NY
Minimum Qualifications Education Level required: bachelor’s degree, master’s degree in relevant field preferred.Relevant experience required: 10+ years’ experience. Preferably managing public finance within public and private sectors, municipal public/private banking experience, experience with fixed and variable rate instruments and applicable derivative products.Knowledge required: Excellent organizational skills, communications skills, leadership skills, management skills, Excel and Analytical skills, understanding of principles related to economics and finance, expertise in municipal debt and financial derivatives.
Duties Description Applicants MUST submit a cover letter with resume to be considered. Position expected to work onsite and hybrid consistent with New York State.BASIC FUNCTION: Provide thought leadership on strategic finance priorities; Work with Treasury to manage conduit bond issuance and related activities, to ensure optimal structure, complete documentation and execution. Prepare and deliver presentations to the Board for approval of required debt programs and related activities.WORK PERFORMED:· Work with the CFO on finance and agency priorities;· Develop and implement tactics to support improved financial analysis, review and performance;· Lead coordination efforts across all finance teams and cross-functionally with all other ESD divisions;· Develop and execute process improvement initiatives;· Prepare and update necessary training and policy manuals;· Ensure ongoing alignment of finance priorities with leadership priorities; manage financial communications among all divisions internally;· Manage the conduit debt and derivatives portfolio, execution of derivative contracts and all related activities, and ensure optimal structure, complete documentation and execution;· Execute required disclosure filings and other compliance requirements of debt obligations, as necessary;· Responsible for periodic reporting requirements for OSC, DOB, and ESD that requires analysis and production of reports and schedules related to conduit debt and related derivatives;· Work with outside advisors for the issuance of bonds and execution of derivative contracts;· Prepare and deliver presentations to the Board for approval of investments reports, guidelines, and various other items requiring Board approval;· Interaction with auditors of NYS and ESD to manage requests they may have;· Perform financial analysis related to various ongoing activities.
Some positions may require additional credentials or a background check to verify your identity.
Name Maria Gately, SHRM-CP / Senior Director, Human Resources
Telephone N/A
Fax N/A
Email Address [email protected]
Address
Street 633 Third Avenue
City NEw York
State NY
#J-18808-Ljbffr
Senior Advisor Financial Strategies jobs in Columbus, OH, United States
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