LogoFresh Jobs Ahead
Mariner
Mariner
1 001 – 5 000 Xodimlar
H1B vizasi homiysiKonsaltingMoliyaSug‘urta
Mariner jismoniy shaxslar, oilalar, moliyaviy maslahatchilar va bizneslarga integratsiyalashgan moliyaviy rejalashtirish hamda investitsiyalarni boshqarish xizmatlarini ko‘rsatuvchi milliy kapitalni boshqarish kompaniyasidir. Uning xizmatlari kapitalni rejalashtirish, soliqlarni rejalashtirish va tayyorlash, meros va trast xizmatlari, sug‘urta, pensiya rejalari, institutsional pul mablag‘larini boshqarish, shuningdek baholash va maslahat ishlarini qamrab oladi. Mariner, shuningdek, maslahatchilarni ichki jamoalar orqali qo‘llab-quvvatlaydi hamda rahbarlar, professional sportchilar, tibbiyot va stomatologiya mutaxassislari, shuningdek biznes egalari uchun fiduciary kapital strategiyalarini ishlab chiqadi.
LinkedIn
Kompaniyadagi ish o‘rinlari

Wealth Planning Analyst

Support wealth advisors with client service, financial planning, and investment research. Build the skills needed to pursue a licensed advisor career.

USAmerika Qo‘shma ShtatlariMAMassachusets
73 375 $ – 99 000 $ / yil
GibridTo‘liq stavkaO‘rta darajaSeniorTalab Qilinadigan Til: inglizchaTahlilchi

Tavsif

  • Answer clients’ basic questions, help them access accounts, and explain reports and statements.
  • Prepare paperwork, coordinate money movement, and process account maintenance requests.
  • Provide onboarding support and check that account documents are complete, accurate, and timely.
  • Arrange logistics for in-person and virtual client meetings.
  • Create meeting agendas and prepare supporting materials for advisors.
  • Attend client meetings, record notes and action items, and help deliver follow-up materials.
  • Collect and organize client financial information, including assets, liabilities, income, and expenses.
  • Enter client data into financial planning software and draft initial plans under licensed advisors’ guidance.
  • Help develop financial projections and explore what-if planning scenarios.
  • Research portfolio holdings, performance, fees, and asset allocation with firm-approved tools.
  • Summarize research findings in reports to inform advisor recommendations.
  • Build technical, analytical, and client service capabilities while working toward a licensed advisor role.

Talablar

  • Bachelor’s degree in finance, financial planning, or a related field preferred; degree may be completed within six months of starting.
  • Internship experience at a financial planning or wealth management organization.
  • Willingness to pursue the Series 65 license within a defined period after hire.
  • Interest in pursuing the CFP designation for long-term career development.
  • Familiarity with financial planning concepts and tools such as eMoney, Holistiplan, Nitrogen, or similar planning and investment software.
  • Foundational understanding of account types, investment vehicles, and core financial planning strategies.
  • Strong organizational and time management abilities.
  • Careful attention to detail, with analytical and problem-solving skills.
  • Clear, professional written and verbal communication.
  • Proficiency with Microsoft Word, Excel, Outlook, and PowerPoint.
  • Ability to learn new systems and processes quickly.
  • Collaborative approach and eagerness to learn.
  • Commitment to professional development and eventual progression into a client-facing advisor position.
  • Ability to work both onsite and virtually as required by the hybrid role.
  • Authorization to work legally in the United States.

Imtiyozlar

  • Eligible to participate in an incentive program, subject to its rules and individual and organizational performance.
  • Additional compensation or benefits may be available.
  • Progressive career opportunities.
  • Support for professional growth.
  • Innovative workplace.
  • Collaborative culture and teamwork.
  • Work-life balance.
  • Diverse and inclusive culture.
  • Support in achieving career goals.
  • Formal training in planning and investment software.

O‘xshash ish o‘rinlari

Poesis AI

Lead Quantitative Finance Engineer

Poesis AI
FintexMoliyaSun’iy intellekt
USAmerika Qo‘shma ShtatlariCAKaliforniya
180 000 $ – 280 000 $ / yil
GibridTo‘liq stavkaYetakchiTalab Qilinadigan Til: inglizchaMoliyaviy rejalashtirish va tahlil

Build AI-driven investment systems at Poesis AI, from financial data pipelines and quantitative models to backtesting and production tools. Partner with research and engineering teams to turn experiments into systems that inform investment decisions.

Ochish
APL Logistics

Finance Operations Process Associate, Accounts Receivable

APL Logistics
5 001 – 10 000 Xodimlar
H1B vizasi homiysiAvtomobilsozlikIshlab chiqarishKonsalting
PHFilippinGibridTo‘liq stavkaJuniorO‘rta darajaTalab Qilinadigan Til: inglizchaMoliyaviy rejalashtirish va tahlil

Handle accounts receivable processes including customer billing, accounting entries, cargo release updates, and invoice processing. Support shared services finance operations at APL Logistics in a hybrid role in the Philippines.

Ochish
Johnson & Johnson

Remote Oncology Area Business Specialist, Hematology

Johnson & Johnson
H1B vizasi homiysiFarmatsevtika mahsulotlariSog‘liqni saqlashTibbiy sug‘urta
USAmerika Qo‘shma ShtatlariCTKonnektikutMAMassachusetsNHNyu-HempshirRIRod-Aylend
111 000 $ – 178 250 $ / yil
MasofaviyTo‘liq stavkaO‘rta darajaSeniorTalab Qilinadigan Til: inglizchaIjrochi mutaxassis

Support community accounts across New England with hematology operations and readiness for Johnson & Johnson medicines. Train providers and account staff on clinical, economic, product-use and care-delivery considerations.

Ochish