5 jobs found

Marketing Strategy Development Identify Customer Targets Analyze Financial Statements Excel Spreadsheet and Financial Statement Analysis Prepare PowerPoint Presentations

Summary: The role of the Administrative Coordinator is to maximize Wealth Management, Qualified Retirement Plan client engagement, and service satisfaction. This requires a high level of consistent communication with the supervising manager and financial advisory team and client-centered, proactive thinking demonstrated by going beyond the standard scope of office processes. This person will support a 3 person team of Wealth & Retirement Clients. This is in office, 3 days per week, 8 hour days, with paid parking and office location in downtown Sacramento, 95814. Responsibilities: Maintain a schedule of all Wealth Management (WM) client meetings, ensure meetings are being set according to required intervals, and provide consistent updates to advisor team. Prepare documents for all WM meetings according to timelines and directives established by advisor team. Follow up with advisor team after each WM client meeting to obtain notes and follow up...

Financial Representative Interns at Northwestern Mutual help their clients live more and worry less through our unique approach to financial planning. Our interns, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing local and nationwide experts, exclusive financial products, and the support of a Fortune 100 company. You will have the opportunity to build your confidence, develop a professional network, and change people’s lives by helping them achieve financial freedom. Here, hard work pays off! Our internship program mimics our full-time Financial Representative role, allowing you to: • Build your client base through prospecting and networking • Call on potential clients and set meetings to understand their financial goals • Prepare plans and offer useful recommendations • Gain exposure to planning software platforms • Get licensed with your Life, Accident, and Health insurance license • Participate in weekly...

Who we are: Aro homes is a new company on a mission to redefine residential construction and founded to create fundamental and far-reaching changes to the design and construction of residential homes. We believe people and the planet deserve well designed, precision engineered homes that are beautiful, livable, durable, and good for the environment. And we think today’s residential housing industry is stuck in the past while being wasteful, inefficient, and generally building poor quality homes that cost more than they should and have a much worse environmental footprint than they could.   We are a diverse and experienced group of passionate and curious designers, builders, engineers, product developers, and businesspeople who believe the time has come to improve this industry so it’s better for people and the planet. We believe there is a massive opportunity to reduce waste and improve sustainability while building homes in a fraction of the time it takes today by...

Seniors are encouraged to apply. This is an entry-level position for future finance or accounting professionals to work with a top-five financial consulting firm. The position starts between May and August and ends in December. The candidate has the option to transfer full-time to the financial firm if performance and openings are available at the financial consulting firm. The Audit Associate will be responsible for performing audit procedures in collaboration with other team members in collectively performing an audit of a client’s financial statements. This will include applying basic areas of GAAP as necessary and documenting, validating, testing, and assessing various control systems. This is a great opportunity to learn and gain experience in accounting principles. Qualifications: Education: Bachelors degree in Accounting or other relevant field required Experience: Leadership experience preferred Accounting-based internship preferred...