Financial Planning Specialist Kestra Financial Independent AdvisorFinancial Planning SpecialistAvon, CT$80,000–$90,000In this role, you will support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable insights that assist clients in achieving their financial goals. You will collaborate with advisors and clients to develop tailored strategies, ensuring our clients receive exceptional service and advice.
Financial Crimes Risk: Quality Oversight UAT Coordinator Morgan StanleyFinancial Crimes Risk: Quality Oversight UAT CoordinatorTampa, FL$105,000–$140,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Department Profile: The WM First Line Financial Crimes Risk ("1L FCR") department is embedded within the Firm's business line and is responsible for identifying, assessing, and escalating potential money laundering and reputational risk issues associated with higher risk client types.
Associate Financial Advisor WSFS Financial CorpAssociate Financial AdvisorWilmington, DE$77,390–$127,139.75 / yearBryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.
Senior Associate Assurance & Advisory Services Berkowitz Pollack BrantSenior Associate Assurance & Advisory ServicesFort Lauderdale, FloridaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston.
NewMedia Advisory Analyst, Rights TKOMedia Advisory Analyst, RightsNew YorkIt powers growth of revenues, fanbases and IP for more than 250 federations, associations, events, and teams, including the National Football League, English Premier League, International Olympic Committee, National Hockey League, Major League Soccer, ATP and WTA Tours, the AELTC (Wimbledon), Euroleague Basketball, CONMEBOL, World Rugby, DP World Tour, and The R&A, as well as UFC, WWE, and PBR. IMG’s growing consulting and advisory practice expands upon the division’s rights representation services and collaborates directly with top-level client leadership in responding to changing market dynamics, developing media strategy and positioning, tackling pressing obstacles, innovating new areas of growth, and establishing key relationships in the space.
Director, Business Tax Advisory | Real Estate Solutions FTI Consulting, Inc.Director, Business Tax Advisory | Real Estate SolutionsRoseland, NJWe provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO, REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services. FTI Consulting's Corporate Finance & Restructuring practice focuses on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.
Product Manager, Financial Planning Platforms Ronald Blue & Co.Product Manager, Financial Planning PlatformsAlpharetta, GAThis role serves as the primary liaison between Financial Planning, Advisory, Operations, Technology, and external vendor partners to ensure solutions effectively support business objectives, advisor productivity, and client outcomes. Partner with key stakeholders, Technology, Enterprise Business Solutions (EBS), Operations, Compliance, vendors, and end users to understand business needs, identify pain points, and drive successful delivery outcomes.
NewFinancial Analyst Spark RecruitingFinancial AnalystScottsdale, Arizona$110,000–$135,000 / yearServe as a trusted financial advisor for a book of 10 to 15 clients, building financial forecasts that cover gross margins, marketing spend, personnel costs, and owner draws. Build and maintain financial models, budgets, and reporting packages, and analyze income statements, balance sheets, and cash flow statements to spot opportunities and risks.
Financial Crimes Risk: Head of Control Functions Delivery - Vice President / Executive Director Morgan StanleyFinancial Crimes Risk: Head of Control Functions Delivery - Vice President / Executive DirectorPurchase, NY$140,000–$205,000 / yearRequired Experience: • 12-15+ years of experience in AML KYC, financial crimes risk management, or technology delivery supporting control environments within a large financial institution • Demonstrated track record of leading complex, large-scale implementations, including technology builds and enhancements, regulatory or policy-driven initiatives, and operational optimization efforts • Experience managing portfolios of concurrent initiatives, including defining scope, sequencing work into phased delivery (e.g., MVP and subsequent release), and aligning multi-year roadmaps to business priorities • Strong working knowledge of AML KYC regulatory requirements and how they translate into practical operating models, including onboarding, due diligence, screening, monitoring, and governance controls • Direct experience leading workflow redesign, automation, AI enablement, or data enrichment initiatives within control functions (required) • Demonstrated risk management judgment, including the ability to make defensible, risk-based decisions that balance regulatory integrity with operational practicality • Experience operating in matrixed environments and influencing senior stakeholders across Business, Technology, Risk, Compliance, and Operations • Bachelor's degree in Business, Finance, Technology or a related field. Skills and Qualities: • Strong risk-based decision-making capabilities in highly regulated environments • Ability to translate regulatory, policy and operational requirements into clear, scalable build plans and implementation approaches • Demonstrated ability to structure complex initiatives into phased, executable delivery plans aligned to business priorities • Executive-level communication skills, including experience presenting complex implementation plans and trade-offs to senior leadership and governance forums • Strong ownership mindset with the ability to resolve issues, remove blockers, and maintain execution pace across multiple concurrent initiatives • Experience developing and leading high-performing teams, including mentoring senior professionals and establishing clear performance expectations.
Financial Crimes Risk: KYC Process and Automation Analyst - Assistant Vice President Morgan StanleyFinancial Crimes Risk: KYC Process and Automation Analyst - Assistant Vice PresidentPurchase, NY$100,000–$135,000 / yearRequired Experience • 5+ years of related experience in business analysis, operations, AML KYC, technology delivery, or related financial service roles • Demonstrated ability to analyze workflows and draft structured business requirements • Strong written communication skills with the ability to translate operational challenges into clear documentation • Proven ability to work independently in a fast-paced, high-volume environment while managing multiple priorities • Strong organizational skills, attention to detail, and commitment to producing accurate, high-quality work products • Experience partnering with cross-functional groups to drive issue resolution • Ability to handle confidential information with professionalism and discretion • Knowledge of Financial Crimes concepts (AML, KYC, CIP, screening, onboarding, periodic review) is helpful but not required; must be able to learn quickly • Bachelor's degree in Business, Finance, Technology or a related field. Primary Responsibilities: • Partner with KYC stakeholders to document current-state workflows, including system touchpoints, review layers, and manual processes • Perform structured analysis of workflow logic to identify inefficiencies, duplicate steps, and enhancement opportunities • Support development of detailed business requirements for workflow improvements, automation initiatives, and system enhancements • Assist in evaluating automation and system optimization opportunities across KYC, screening, and due diligence processes • Prepare clear documentation including process maps, analysis summaries, and supporting materials for internal review • Coordinate with 1L FCR stakeholders, Platforms and Technology partners to gather requirements and validate proposed solutions • Support tracking of identified opportunities and maintain structured documentation to ensure transparency and audit readiness • Contribute to other TSS and Enterprise Design initiatives and targeted action plans as needed.
Financial Planning Analyst Willis Johnson WealthFinancial Planning AnalystHouston, TX$65,000–$80,000 / yearThe role of the Financial Planning Analyst is to support the Wealth Managers on financial strategies, plans, and projects while receiving technical training and one-on-one mentoring. Willis Johnson Wealth is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals.
Financial Analyst - (Pipeline Position) CI Tech Group LLCFinancial Analyst - (Pipeline Position)Burke, VA$65,000–$120,000 / yearPosition Title: Financial Analyst (Pipeline Position) Company: CI TECH GROUP Location: Burke VA (Washington, DC on-site as required by contract; hybrid/remote options may be available) Clearance Requirement: Ability to obtain Public Trust Employment Type: Contingent / Future Opportunity Anticipated Salary Range: $65,000 – $120,000, depending on experience and final labor category assignment upon contract award Client: Federal Aviation Administration (FAA). About This Opportunity CI TECH GROUP is a growing small business providing high-quality program management, financial analysis, and strategic advisory services to federal clients.
Internal Advisory Consultant LPL FinancialInternal Advisory ConsultantCharlotte, North CarolinaThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
AVP, Advisory Consulting LPL FinancialAVP, Advisory ConsultingCharlotte, North CarolinaThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
SVP, Centrally Managed Advisory Programs (UMA) LPL FinancialSVP, Centrally Managed Advisory Programs (UMA)Charlotte, New YorkThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Senior Advisor - Energy Advisory Services WSP Global IncSenior Advisor - Energy Advisory ServicesNYRemote$147,500–$272,580 / yearWSP USA is providing the compensation range that the company in good faith believes it might pay and/or offer for this position within the state of Colorado, based on the successful applicant's education, experience, knowledge, skills, and abilities in addition to internal equity and specific geographic location. Any unsolicited resumes, including those submitted to hiring managers or other business leaders, will become the property of WSP and WSP will have the right to hire that candidate without reservation - no fee or other compensation will be owed or paid to the recruiter, employment agency, or other staffing service.
Financial Services Representative – State Farm Agent Team Member Raymond Scott - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberDallas, TXFull timeAs a Financial Services Representative – State Farm Agent Team Member with Raymond Scott - State Farm Agent, we're looking for a driven, people-first professional who wants to build a meaningful career helping families protect what matters most and grow their wealth. You're joining Raymond Scott - State Farm Agent — a top-tier State Farm agency with a track record of developing talent and a genuine commitment to needs-based, customer-first selling.
Mergers and Acquisitions Financial Analyst II SBA Communications CorpMergers and Acquisitions Financial Analyst IIBoca Raton, FL2-3 years of experience in mergers & acquisitions, corporate finance, transaction advisory, investment banking, private equity, infrastructure investing, valuation, telecommunications infrastructure or related analytical role preferred. The ideal candidate combines strong analytical and financial skills with attention to detail, intellectual curiosity, and a passion for leveraging technology and AI-enabled tools to improve decision-making and operational efficiency.
Senior Financial Planner LPL Financial ServicesSenior Financial PlannerTempe, AZ$76,323–$127,205 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Summer 2027 KeyBank Wealth Management Internship - Advisory Services KeyCorpSummer 2027 KeyBank Wealth Management Internship - Advisory ServicesBrooklyn, OHKey Wealth Management "KWM" has a long history (over 150 years) of providing trust, custody, and investment management solutions to high-net-worth individuals, families, and institutional/non-profit clients with over $40 billion in assets. Construct a mock financial plan from discovery to presentation, practicing how to frame trade-offs, respond to client objections, and communicate complex concepts (asset location, Roth conversions, gifting strategies) in plain language.