Compliance Officer

communication. Founded in 1978, CapitalAdvisors provides wealth management and financial planning services to individuals... within CapitalAdvisors. Attention to detail and clear communication skills are required. The highest level of integrity is expected...

Lugar: Tulsa, OK | 31/01/2025 03:01:12 AM | Salario: S/. No Especificado | Empresa: Capital Advisors, Inc.

Compliance Officer

communication. Founded in 1978, CapitalAdvisors provides wealth management and financial planning services to individuals... must be willing to collaborate seamlessly with numerous people with different roles within CapitalAdvisors. Attention to detail...

Lugar: Frisco, TX | 31/01/2025 03:01:26 AM | Salario: S/. No Especificado | Empresa: Capital Advisors, Inc.

Financial Paraplanner

communication. Founded in 1978, CapitalAdvisors provides wealth management and financial planning services to individuals... of integrity and transparency. Every member of the CapitalAdvisors team is expected to build and maintain an exemplary...

Lugar: Tulsa, OK | 23/01/2025 03:01:02 AM | Salario: S/. $55000 - 70000 per year | Empresa: Capital Advisors, Inc.

Financial Planner

communication. Founded in 1978, CapitalAdvisors provides wealth management and financial planning services to individuals... in the field of financial planning for clients and Wealth Advisors. This role involves a thorough analysis of clients...

Lugar: Tulsa, OK | 23/01/2025 03:01:33 AM | Salario: S/. $75000 - 125000 per year | Empresa: Capital Advisors, Inc.

Family Office Principal - LATAM

product teams. In partnership with CGW Capital Markets, coordinate CPB sales efforts around suitable Institutional Capital...â€) product program, among others. Coordinate CPB efforts with Banking Capital Markets and Advisory (“BCMAâ€), including the...

Lugar: Miami, FL | 02/02/2025 02:02:49 AM | Salario: S/. No Especificado | Empresa: Citigroup

Compliance, Asset Management Compliance, Associate

investment goals. Goldman Sachs Asset Management serves a diverse range of clients - individuals, advisors, and institutions..., we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869...

Lugar: Salt Lake City, UT | 01/02/2025 23:02:34 PM | Salario: S/. No Especificado | Empresa: Goldman Sachs

Client Services Associate - B10 - MIAMI (PORTUGUESE/ENGLISH)

: High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update..., capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive...

Lugar: Miami, FL | 01/02/2025 20:02:42 PM | Salario: S/. $50600 - 70600 per year | Empresa: Citigroup

Global Solution Sales Manager - Insurance - Director

Advisors to Insurance industry clients for complex cash management, treasury and working capital, and trade services The..., or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citiâ€) invite all qualified interested applicants...

Lugar: New York City, NY | 01/02/2025 19:02:36 PM | Salario: S/. No Especificado | Empresa: Citigroup