LogoFresh Jobs Ahead
CAPTRUST
CAPTRUST
1001 – 5000 Darbinieki
Juridiskie pakalpojumiKonsultācijasVeselības aprūpe
CAPTRUST is a financial advisory firm that helps individuals plan for major financial decisions, from saving and investing to preparing for retirement. Its team of financial advisors provides guidance tailored to clients’ circumstances and changing needs over time. The firm emphasizes integrity and attentive service in helping clients make informed choices across life stages.
LinkedIn
Vakances uzņēmumā

CAPTRUST Financial Planner (Hybrid, Virginia)

Create financial plans, lead client reviews, and provide investment guidance to CAPTRUST clients. Build trusted relationships while supporting clients’ portfolio and planning needs.

USAmerikas Savienotās ValstisVAVirdžīnijaHibrīdiPilna slodzeVidējais līmenisVecākais speciālistsNepieciešamā Valoda: angļuFinanšu plānošana un analīze

Apraksts

  • Prepare tailored financial plans for clients.
  • Conduct client review meetings.
  • Investigate and resolve clients’ financial concerns.
  • Answer client questions and provide responsive service.
  • Identify opportunities to grow assets under management among existing clients.
  • Secure referrals from current clients.
  • Keep calendars current with appointments, tasks, and internal meetings.
  • Track developments in the news, markets, and economy.
  • Build relationships with centers of influence and other professionals.
  • Follow applicable regulatory requirements.
  • Create and update files, databases, records, and other documentation.
  • Use standard office equipment and required software.
  • Attend assigned client events, which may take place outside office hours.
  • Act as clients’ main point of contact.
  • Lead client reviews and present and update financial plans.
  • Explain CAPTRUST’s investment approach to clients.
  • Provide clients with a trusted FARM advisor experience.

Prasības

  • At least six years of relevant industry experience.
  • Certified Financial Planner (CFP®) designation.
  • Strong command of Microsoft Office applications.
  • Four-year degree in business, preferably with a focus in finance or accounting.
  • Ability to assess, research, interpret, and discuss investment, financial, macroeconomic, and security-specific data.
  • Strong verbal communication and presentation abilities.
  • Ability to explain information to a financially sophisticated audience.
  • Strong prioritization and multitasking abilities.
  • Ability to handle numerous time-sensitive tasks at once.
  • Ability to delegate work, follow up effectively, and contribute in a team setting.
  • Ability to develop productive, collaborative, and trusting relationships.
  • Ability to communicate complex information clearly and accurately in concise, respectful written and spoken form.
  • Demonstrated integrity and objectivity.

Priekšrocības

  • Discretionary company bonus.
  • Medical, dental, and vision coverage.
  • Employer-sponsored 401(k) plan with company matching.
  • Health savings accounts.
  • Flexible spending accounts.
  • Voluntary supplemental plans, subject to plan terms.
  • Company-paid life insurance.
  • Company-paid short-term disability coverage.
  • Company-paid long-term disability coverage.
  • Paid time off (PTO) or paid sick leave (PSL).
  • Fully stocked break room.
  • Employee social events.
  • Opportunities for personal development.
  • Hybrid work flexibility may be available.

Saistītās vakances

Cornbread Hemp®

Senior National Key Account Manager, Beverage Sales

Cornbread Hemp®
11 – 50 Darbinieki
KonsultācijasPārtika un dzērieniVeselības aprūpe
USAmerikas Savienotās ValstisKYKentuki
120 000 $ – 150 000 $ / gads
AttālinātiPilna slodzeVecākais speciālistsVadošais speciālistsNepieciešamā Valoda: angļuKlientu vadītājsPārdošana

Lead national retail growth for Cornbread Hemp’s THC seltzers and functional wellness beverages. Build buyer relationships and expand authorizations, distribution, and account performance.

Atvērt
SupportYourApp

Senior T3 Support Engineer (Remote, Brazil)

SupportYourApp
1001 – 5000 Darbinieki
KonsultācijasLoģistikaMārketings
BRBrazīlijaAttālinātiLīgumsVidējais līmenisVecākais speciālistsNepieciešamā Valoda: angļuAtbalsta inženieris
AWSBigQueryGrafanaGraphQLJavaScriptMākonisPHPReactReact NativeSQLTypeScript

Investigate backend, database, API, and integration issues for SupportYourApp’s global clients. Resolve technical incidents remotely and escalate complex cases to Engineering.

Atvērt
Hewlett Packard Enterprise

Senior Presales Systems Engineer, HPE Networking

Hewlett Packard Enterprise
H1B vīzas sponsorsAparatūraMākslīgais intelektsUzņēmums
USAmerikas Savienotās ValstisOROregona
113 625 $ – 266 250 $ / gads
AttālinātiPilna slodzeVecākais speciālistsVadošais speciālistsNepieciešamā Valoda: angļuSistēmu inženieris
Komutācija

Design and demonstrate HPE, Aruba, and Juniper networking solutions for Oregon K–12 and local government customers. Develop architectures, proposals, and proofs of concept to support customer needs.

Atvērt
EHC

Performance Marketing Specialist — Birmingham, Alabama

EHC
1 – 10 Darbinieki
KonsultācijasLoģistikaVeselības aprūpe
USAmerikas Savienotās ValstisALAlabamaKlātienēPilna slodzeVidējais līmenisVecākais speciālistsNepieciešamā Valoda: angļuUz rezultātiem balstīts mārketings

Manage marketing performance reporting, data quality, and campaign tracking for Encompass Health’s nationwide inpatient rehabilitation operations. This full-time role is based at the home office in Birmingham, Alabama.

Atvērt
Terracon

Project Engineer, Trenchless Services

Terracon
5001 – 10 000 Darbinieki
BūvniecībaKonsultācijasZinātne
USAmerikas Savienotās ValstisIAAiovaMNMinesotaNENebraskaNDZiemeļdakotaSDDienviddakotaHibrīdiPilna slodzeVidējais līmenisVecākais speciālistsNepieciešamā Valoda: angļuInženieris

Lead trenchless engineering and construction consulting at Terracon, an employee-owned multidisciplinary firm. Support critical underground utility and water infrastructure projects across Midwest offices.

Atvērt
Zaden Technologies

VMware vSphere Virtualization Engineer

Zaden Technologies
11 – 50 Darbinieki
AizsardzībaKonsultācijasLoģistika
USAmerikas Savienotās ValstisVAVirdžīnijaKlātienēPilna slodzeVidējais līmenisVecākais speciālistsNepieciešamā Valoda: angļuInženieris
AnsibleLinuxMākonisPackerTerraformVMware

Operate VMware vSphere infrastructure for a Defense Health Agency program in Chantilly, Virginia. Help consolidate more than 2,000 virtual machines across disconnected DoD enclaves.

Atvērt