310 Results for

Financial Planning Jobs in Happy Valley, NV

Jobs

New!

Las Vegas, NV1 day ago

$120,000–$135,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our client has been providing highly personalized tax, accounting and financial advice to closely held businesses and their owners for over 34 years, with an emphasis on income and estate tax planning and asset protection.

Las Vegas, NV7 days ago

$110,000–$130,000 Per Year

Here’s what to expect when interacting with us:•We’ll always reach out via verified LinkedIn profiles or emails ending in @nva.com•We may also contact you via text message from an identified NVA representative for recruiting-related communication•All job opportunities and applications are hosted on our official careers site: careers.nva.com•There is no cost or confidential information required to apply or be considered for a positionIf you have any doubts about a communication, feel free to visit our careers page to verify authenticity or email us at hiringhub@nva.com. Our doctors bring diverse strengths in dentistry, urgent care, internal medicine, laser and orthopedic surgery — and we’re trusted providers for both TSA and casino working dogs.

New!

Las Vegas, NV5 days ago

$110,000–$150,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Your role will involve project management, construction management, budget management, contract management, time management, planning and organizing, team management, negotiation, and risk management.

New!

Las Vegas, NV2 days ago

$110,000–$150,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Your role will involve project management, construction management, budget management, contract management, time management, planning and organizing, team management, negotiation, and risk management.

Las Vegas, NV9 days ago

Stakeholders include corporate and F&A executives, Asset Management, corporate and regional Resort Operations leadership, corporate tax, property owners’ association Boards of Directors, on-site leaders and associates, internal and external auditors, and third-party vendors. This role directly leads and develops Market Directors of Finance (MDOF) and Directors of Finance (DOF), providing portfolio-level direction, governance, and escalation leadership across multiple regions.

Las Vegas, NV7 days ago

TRAINING DEVELOPMENT: Design and develop engaging training and learning materials by researching complex topics, partnering closely with business partners/leaders and subject matter experts, and translating requirements into clear, practical learning experiences. • PROJECT WORK: Participate in training-related projects as needed (set and attend project meetings, drive timelines to delivery, assist with gathering information, analyzing issues and submitting Adtrax submissions).

Las Vegas, NV24 days ago

$120,000–$140,000 Per Year

Traditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

New!

Henderson, NVToday

$110,000–$140,000

The Manager of Quality Control is responsible for developing, implementing, and overseeing the Quality Management System (QMS) for heavy civil transportation projects delivered for state and federal agencies, including the Illinois Department of Transportation (IDOT), Indiana Department of Transportation (INDOT), and Missouri Department of Transportation (MoDOT). In infrastructure, we specialize in general heavy civil construction, underground utilities, structures, electrical work, material production, roadways, bridges, specialty pavement overlays, environmental projects and commercial buildings.

Las Vegas, NV7 days ago

$170,000–$225,000 Per Year

Presents with a high level of competence, confidence, and effectiveness in a variety of settings and to a variety of audiences; presents well to all levels of management, internally and with clients; communicates in a clear and concise manner, and uses impactful and memorable language to emphasize key points; persuades others to their points of view; self-aware – knows when an approach is not working and can change course immediately. • Designs integrated solutions for large and complex clients that respond to the specific situation; open to new ideas and solutions, and avoids “locking-in” to a single solution; knows BDO well enough internally to identify when services outside of PCS-FOS should be included and describes what these services achieve and how they operate.

Las Vegas, NV7 days ago

Is responsible for the performance improvement process, sets expectations, develops plans, assesses, improves, and maintains the quality of the company’s management, clinical, operational, and other important internal processes and activities; assigns staff to performance improvement activities. The Manager (PIC) oversees and evaluates the financial status of the company, communicates with the owners/corporate office as needed on issues of finance, performance improvement, sales, or clinical implementation of therapies.

Las Vegas, NV30+ days ago

Remote

$70,600–$117,900 Per Year

Project Leads assess client needs and expectations, extract data from conversations and charts, develop solutions based on their knowledge and experiences, and present the findings to a variety of audiences, up to the highest levels of leadership with our clients. Our services are founded on rigorous observational assessment, benchmarking and analysis, which – when combined with the industry’s largest database of financial and facilities data – help our clients make critical decisions about the future of their facilities.

New!

Las Vegas, NV4 days ago

In addition to the base salary, Amgen offers a Total Rewards Plan, based on eligibility, comprising of health and welfare plans for staff and eligible dependents, financial plans with opportunities to save towards retirement or other goals, work/life balance, and career development opportunities that may include: A comprehensive employee benefits package, including a Retirement and Savings Plan with generous company contributions, group medical, dental and vision coverage, life and disability insurance, and flexible spending accounts. As an organization dedicated to improving the quality of life for people around the world, Amgen fosters an inclusive environment of diverse, ethical, committed and highly accomplished people who respect each other and live the Amgen values to continue advancing science to serve patients.

Henderson, NV30+ days ago

Ensure planning activities align workload with staffing levels to optimize flow and consistently meet or exceed customer SLAs, Distribution Center Cost per Unit (CPU), and Units per Hour (UPH) targets. Leadership: Builds and sustains high-performing teams; develops leaders; empowers decision-making while maintaining accountability.

New!

Las Vegas, NV2 days ago

Responsible for managing ongoing financial and performance reporting, budgeting, forecasting and long-range planning for the business operations and delivering accurate and successful financial performance, reporting, and short- and long-range plans within the assigned operational departments. Manages development of company's operational business support financial planning models including operation, maintenance, administrative and general (OMAG) and capital needs and requirements.

Las Vegas, NV11 days ago

$144,600–$265,100 Per Year

May have oversight of multiple workstreams within a project, which includes providing guidance to individual workstreams to help with their overall progress, escalation of risks and issues as needed, ensuring cross-functional activities are coordinated and occurring as needed, assisting with project management activities (or serving as project manager), ensuring deliverables are being developed and will be ready according to plan. Experience leading the definition of systems strategy, gathering and documenting business requirements, leading fit-gap analysis, as-is and to- be business process designs, conference room pilots (CRPs) functional configuration, testing, client user training within large enterprise environments.

Las Vegas, NV18 days ago

Provides and directs Human Resources responsibilities to include: creating a work environment that promotes teamwork, performance feedback, recognition, mutual respect and employee satisfaction; quality hiring, training and succession planning processes that encompass the company's diversity commitment; adherence to the company's status quo third party representation philosophy; compliance with company policies, and legal requirements. The Analyst will be expected to manage their own execution in supporting broader team initiatives and act as a leader in the Corporate Financial Planning & Analysis team.

Valley View Campus, NV12 days ago

Knowledge of: Theory, principles, best practices and techniques of public agency budget development, implementation and monitoring; applicable state and federal law and regulations governing budgeting and financing of public utilities; computer tools and software particularly as related to budget development, control and monitoring; methods, tools and best practices in budget management, reporting and variance management; sophisticated statistical analysis, financial modeling, data management and manipulation; financial/statistical/econometric/comparative analysis techniques and formulae; principles and practices of sound business communication; correct English usage, including spelling, grammar and punctuation; the District's enterprise budgeting and accounting systems, their functionalities, requirements and usage. While performing the duties of this class, an employee is regularly required to use written and oral communication skills; read and interpret complex financial and statistical data, information and documents; analyze and solve complex problems; use math and apply mathematical reasoning and abstract statistical concepts; observe and interpret people and situations; learn and apply new information or skills; perform highly detailed work on multiple, concurrent tasks; work under changing intensive deadlines; and interact with District managers, staff, officials of other entities, advisory committee members, and others encountered in the course of work.

New!

Las Vegas, NV3 days ago

The Analyst; Budgeting, Forecasting & Capital Planning will work with financial data to help leadership understand business performance, identify trends, and make informed decisions in the dynamic petroleum industry. • Prepare clear and accurate financial reports, dashboards, and presentations for management regarding performance, forecasts, and capital allocation.

Las Vegas, NV30+ days ago

$88,900–$168,300 Per Year

Actively participate with engagement team and function as an in-charge and go-live lead, facilitating fieldwork by monitoring and reporting regarding productivity and adherence to work plan schedules on assignments as well as critically solve client and adoption challenges. Strong technical and functional accounting experience in US GAAP and/or IFRS for public or private companies, with experience in financial reporting, and hands-on support and research to solve technical accounting matters with AJE and reconciliations as needed.

Las Vegas, NV30+ days ago

Remote

Full-time

Technical Skills: Knowledge of basic contracting vehicles and guidance (Government Services Administration Schedule, Federal Acquisitions Regulations); expert skill at effectively and sensitively interacting with all management levels, the Board, and the government community; networking skills with external entities; data management expertise; knowledge of relational databases; proficient with Microsoft Word, Excel, Visio, and PowerPoint. • 15+ years' progressively responsible leadership experience with a proven track record of building and leading a solution delivery function; managing complex, highly technical projects across functions and business lines; translating strategic thinking into action plans and results; building relationships with senior leaders; and presenting to executive leadership .

Henderson, NV30+ days ago

Remote

$84,641.12–$129,058.88 Per Year

04 How many years of full-time professional level experience in design, implementation, and support of Enterprise Resource Planning (ERP) applications that includes working with PL/SQL tools and PeopleTools including Application Designer, query development, BI Publisher, and SQR/SQC do you possess? Two (2) years of experience in design, implementation, and support of Enterprise Resource Planning (ERP) applications that includes working with PL/SQL tools and PeopleTools including Application Designer, query development, BI Publisher, and SQR/SQC.

Las Vegas, NV30+ days ago

$149,507–$231,694 Per Year

This position also frequently interacts with functions outside the Controller's Department, including all operating division offices, Treasury Services, Shareholder Services, Internal Audit, Corporate Planning, Legal Affairs, Corporate Development, Corporate Communications, Regulation and Energy Efficiency, and Information Services. • Participate in the reviews of legal and other documents related to critical company undertakings, in support of sponsor departments - including portions of the annual Proxy statement, debt agreements, sales agency agreements, prospectuses, prospectus supplements, material company contracts, etc.

Las Vegas, NV18 days ago

Advanced accounting and financial skills with the ability to develop and interpret full financial statements, understand financial impacts of changes on cash flows and financial ratios, apply accounting principals to the preparation and analysis of financial statements and reports. At this time, we''re not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States.

Las Vegas, NV30+ days ago

$28.85–$33.65 Per Hour

I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").

North Las Vegas, NV19 days ago

$65,000–$75,000 Per Year

Responsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clienteleRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).•

Las Vegas, NV30+ days ago

Provide one-on-one financial coaching sessions to assess needs and develop specific strategies to empower individuals to resolve financial problems, meet financial goals, and improving their overall well-being; Provide valuable information to clients about credit and debt issues, credit reports, housing issues, identity theft, money management, financial planning and retirement, student loans, bankruptcy, collections, consumer protection laws, court judgments, transitioning to safe and affordable banking, and wage garnishments; Assist clients in creating a personalized action plan with the purpose of supporting and motivating clients towards achieving financial goals; Provide continuing education, guidance, and resources to empower clients to successfully accomplish their established plans including resolving immediate problems and changing behaviors; and. Schedule appointments for clients, confirm daily appointments, and reschedule appointments as necessary; Follow the Phone Status Policy and remain on available status during the work day to respond to inbound and outbound call inquiries to answer questions, troubleshoot problems, provide information, deliver immediate counseling, and schedule appointments as needed; Conduct outbound calls for the purpose of follow-up and/or outreach; Collect, track and report required data and input call and session notes for every client and interaction using the client management database; and.

Las Vegas, NV11 days ago

$116,000–$229,100 Per Year

Additional duties may include: coordination of schedules, creation of documentation and collateral, creation and execution of test / use cases, configuration of Workday software, assisting with prioritization and sequencing of the workstream's efforts and assisting project leadership as required. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

Las Vegas, Nevada30+ days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

New!

Las Vegas, NV5 days ago

$75,000–$90,000 Per Year

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. The Incentive Compensation team-a vital arm of our broader Corporate Finance and FP&A group-partners with business leaders to design, implement, and manage optimized and equitable incentive programs.

Henderson, NV30+ days ago

Remote

$95,473.82–$145,576.34 Per Year

04 How many years of full-time professional level experience in design, implementation, and support of Enterprise Resource Planning (ERP) applications that includes working with PL/SQL tools and PeopleTools including Application Designer, query development, BI Publisher, and SQR/SQC do you possess? Four (4) years of experience in design, implementation, and support of Enterprise Resource Planning (ERP) applications that includes working with PL/SQL tools and PeopleTools including Application Designer, query development, BI Publisher, and SQR/SQC.

Las Vegas, NV30+ days ago

$90,000–$130,000 Per Year

Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.

New!

Las Vegas, NV5 days ago

$64,187–$71,143 Per Year

This position requires a a Bachelor's degree in Finance, Accounting, Economics, Data Analytics, Information Systems, or related field, from an accredited college or university as recognized by the United States Department of Education and/or the Council on Higher Education Accreditation (CHEA) and 1-3 years professional experience in financial analysis, budgeting, or systems administration, preferably in a higher education or public-sector environment. In partnership with academic and administrative leadership, the analyst provides strategic and operational support by aligning resource allocations, advising on budget planning and reconciliation practices, and identifying opportunities for process improvement, and ensuring compliance with institutional and NSHE policies.

New!

Las Vegas, NV5 days ago

$200,000–$290,000 Per Year

Suffolk – America’s Contractor – is a national company with more than $9 billion in annual revenue, 3,000 employees, and 17 offices, including Boston (headquarters), New York City, Miami, West Palm Beach, Tampa, Estero, Dallas, Los Angeles, San Francisco, San Diego, Las Vegas, Herndon, U.S. Virgin Islands, and other key markets. We provide value across the entire project lifecycle through our core construction management services and complementary business lines in real estate investment, design, self-perform construction, and technology start-up investment (Suffolk Technologies).

New!

Las Vegas, NV2 days ago

$97,600–$179,900 Per Year

This role partners across business and technology teams to resolve complex system and process issues, define requirements, support testing and implementation, and deliver scalable solutions across SAP S/4HANA, SWIFT, and related financial applications. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

Las Vegas, NV30+ days ago

$65,000–$80,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

New!

Las Vegas, NVToday

By fostering social competition within games, the Skillz platform helps developers build multi-million dollar franchises by enabling real-money activity in their games and providing operational support while connecting players through fair, enjoyable, and meaningful competition. Recognized Success: Skillz has earned recognition as one of Fast Company's Most Innovative Companies, CNBC's Disruptor 50, San Francisco Business Times' Best Places to Work, Forbes' Next Billion-Dollar Startups, and the #1 fastest-growing company in America on the Inc.

Las Vegas, Nevada30+ days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

New!

Las Vegas, NV5 days ago

$75,000–$90,000 Per Year

Las Vegas, NV30+ days ago

$70,000–$75,000 Per Year

Employee recognition and appreciation programs UNLV athletics ticket discounts Statewide employee purchase program discounts RebelCard discounts on and off campus Wellness programming for all UNLV faculty and staff at no cost Opportunity for career advancements to leadership roles Comprehensive onboarding program, Rebels: Onboard Support and resources available for veteran applicants - contact vetjobseekers@unlv.edu or visit our Veterans Webpage. Under the direction of the Executive Director, Purchasing Manager, or Senior Purchasing Analyst, the Purchasing Analyst is responsible for administering a wide range of procurement activities, including competitive solicitations, purchase orders, and contract management.

New!

Las Vegas, Nevada5 days ago

$200,000–$290,000 Per Year

Las Vegas, NV30+ days ago

As a Fractional CFO, you will work closely with businesses of different sizes (primarily SMBs of $5-100M), providing high-level financial guidance, strategic planning, and direction to ensure they achieve their financial goals. At Vessel Advisors, we prioritize integrity, creativity, and teamwork, and we are excited to find a Fractional CFO who aligns with our core values and is ready to drive excellence in our clients’ financial endeavors.

Henderson, Nevada30+ days ago

While performing the duties of this job, the employee is required to be present at the employee site during regularly scheduled business hours and regularly required to sit or stand and talk or hear. Uses Technical and Functional Experience: Possesses up-to-date knowledge of the profession and industry; is regarded as an expert in the technical/functional area; accesses and uses other expert resources when appropriate.

New!

Las Vegas, NV5 days ago

$75,000–$90,000 Per Year

Las Vegas, NV30+ days ago

Part-time

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

North Las Vegas, NV21 days ago

You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Las Vegas, NV12 days ago

$72,900–$134,400 Per Year

Deloitte's Controllership function, within its Finance & Administration organization, provides stewardship over the US firms' assets by monitoring business transactions and enforcing accounting policy that results in accurate and reliable financial statements. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

Las Vegas, NV30+ days ago

Together, under the Libra Solutions banner, we have relationships with over 40,000 attorneys and over 7,000 healthcare providers nationwide, which gives us an amazing platform to service our customers. This position provides exposure not only to every aspect of finance and strategy of a rapidly growing business, but also to operations: utilizing the numbers to make real-world changes in the business.

Las Vegas, NV30+ days ago

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.

New!

Henderson, NV2 days ago

$28.85–$33.65 Per Hour

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.

New!

Las Vegas, NV6 days ago

Full-time

Develop professional relationships with parties related to assigned accounts and coordinate fiduciary and administrative services for those accounts in a timely, efficient manner; Execute the terms of any estate plan or document for assigned accounts within proper discretionary and fiduciary authorities of a Trust Associate; Coordinate communications with supervising Trust Officers and DTC discretionary committee as needed from time to time for matters requiring such approvals; Collaborate with third-party advisors, including attorneys and accountants to assure proper wealth and tax planning; Provide effective customer service and respond to inquiries from internal and external customers; Ensure all internal compliance and proper documentation requirements are met, consistent with internal fiduciary policies and procedures regarding new business and asset acceptances, discretionary actions, and all other policies, procedures, and guidelines; Participate actively in business development efforts, including community and professional associations in order to broaden relationships, network, and continually deepen industry knowledge; Complete annual administrative reviews for assigned accounts; ensure all internal compliance and proper documentation requirements are met and consistent with internal fiduciary policies; Prepare court reporting for custody accounts and file with court within the appropriate timeframe; Open accounts in Salesforce by obtaining, reviewing, and analyzing documentation from new clients; track and follow-up on missing items; complete new account forms; Prepare forms for client disbursements, deposit receipts, automatic payment set up requests, wire transactions, ACH transfers and trade requests (in coordination with operations staff); Consult with Trust Officers regarding proper vesting, handling, and following of assets; Provide excellent customer service and respond to inquiries from internal and external customers; investigate and resolve problems as needed; Comply with Bank Secrecy Act (BSA), OFAC Anti-Money Laundering (AML), and USA Patriot Act policies by properly identifying the identity of any person/business and account, maintaining records of the information used to verify each customer, and consulting lists of known terrorists prior to opening an account; Participate in all required compliance training and report any customer suspected of suspicious activity immediately to the Chief Compliance Officer; Comply with all appropriate regulations; Maintain strict confidentiality of all records and data received and produced; Education Required: Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment administration.

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Financial Planning Jobs in Happy Valley, NV

Tax Manager Jobot

Veterinarian National Veterinary Associates

Project Manager - Electrical Construction Jobot

Senior Project Manager Jobot

AVP RO Finance - West & Hawaii * Marriott Vacations Worldwide

Compliance Manager- E Learning Ameriprise

Assurance Manager bdo consulting

Quality Control Manager William Charles Construction

Tax Managing Director, Private Client & Family Office Services bdo consulting

Pharmacy Manager needed for a new Home Infusion facility in Las Vegas, NV! Gables Search Group

Project Lead, Planning Services, Central West Region Fortive Corporation

Senior Manager, Revenue Planning Amgen Inc

Senior Manager, Operations - Production Control & Planning Levi Strauss & Co

Manager, Financial Business Support (Reno or Las Vegas) Berkshire Hathaway Energy Co

Workday Adaptive Planning Manager Deloitte Touche Tohmatsu Ltd

Senior Financial Analyst - Ai Enabled MGM Resorts International

Sr Financial Analyst Las Vegas Valley Water District

Analyst-Budgeting, Forecasting and Capital Planning LV Petroleum

Financial Consulting Manager - Gaming & Hospitality RSM US LLP

VP, Planning & Program Mgmt TriWest Healthcare Alliance

Enterprise Resource Planning (ERP) Application Developer* City of Henderson

Senior Manager/Financial Reporting Southwest Gas Corp

IT PMO Sr Financial Analyst Berkshire Hathaway Energy Co

Financial Solutions Advisor Registration Candidate - Airport Center Bank of America Corp

Financial Solutions Advisor - Stage I - Las Vegas Area Bank of America Corp

Financial Coach Balance

Workday Adaptive Planning Sr Consultant Deloitte Touche Tohmatsu Ltd

Financial Advisor Northwestern Mutual

Financial Analyst - Incentive Compensation - UT, TX, CA, CO, AZ, NV National Bank of Arizona

Senior Enterprise Resource Planning (ERP) Application Developer* City of Henderson

Wealth Financial Advisor - Las Vegas, NV Corebridge Financial Inc

Budget and Financial Systems Analyst, Business Affairs [R0152027] University of Nevada Las Vegas

Regional CFO UNAVAILABLE

Specialist Manager, Firm Financial Systems Deloitte Touche Tohmatsu Ltd

Financial Representative Davis Family Financial LLC

Financial Reporting Senior Accountant Skillz Inc.

College Financial Representative, Internship Program Northwestern Mutual

Financial Analyst - Incentive Compensation - UT, TX, CA, CO, AZ, NV Zions Bancorporation NA

Purchasing Analyst, Financial Services [R0150827] University of Nevada Las Vegas

Regional CFO Suffolk Construction Company, Inc.

Fractional CFO for Construction Company Vessel Advisors

Patient Benefit Rep/Financial Counselor - Medical District Comprehensive Cancer Centers of Nevada

Financial Analyst - Incentive Compensation - UT, TX, CA, CO, AZ, NV California Bank & Trust

Personal Financial Counselor, Assignment Ready Counselor, PFC, Nevada Magellan Health Services, Inc.

Insurance and Financial Services Position - State Farm Team Member Jared Burgess - State Farm Agent

Accounting and Financial Reporting Specialist Deloitte Touche Tohmatsu Ltd

Financial Analyst Libra Solutions

Financial Advisor - Las Vegas and Surrounding Areas Thrivent Financial for Lutherans

Financial Solutions Advisor - Registration Candidate - Las Vegas Area Bank of America Corp

Trust Associate - Financial Services Dunham & Associates Investment Counsel, Inc.

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