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 Huckleberry Youth Programs (HYP) is a community-based youth agency, providing a full spectrum of services to homeless, runaway, and other at-risk youth and families in San Francisco and Marin counties. Our programs are characterized by a commitment to community-based, collaborative services; attention to the urgency, complexity, and ever-changing nature of our clients’ needs; and recognition of the value and dignity of youth and their capacity to become healthy, productive adults.  

The Staff Accountant is an integral part of the Finance Department.  The Staff Accountant is responsible for recording and issuing all payments and reimbursements and accounting transactions in the Quickbooks desktop platform. This position interacts with HYP Accounting Manager/Controller and Fiscal Director, as well as administrative staff, to support the healthy financial functioning of the agency. 

ESSENTIAL FUNCTIONS:


  1. Complete all Accounts Payable activities including processing check requests from agency staff and the payment of vendor invoices, including both printed checks and online payments;

  2. Supporting Accounting Manager/Controller in recording and allocation of all government payments from reimbursable contracts as well as all contributed revenue from foundations, corporations, and individual donors;

  3. Ensure that all financial records are maintained in accordance with Generally Accepted Accounting Principles (GAAP) and requirements of state, federal, and private funding sources;

  4. Communication/ consultation with HYP Program Directors regarding monthly credit card transaction coding and receipt submission;

  5. Assist with special projects as needed.

COMPETENCIES:


  1. Maintain a creative, team-building, cooperative approach to job performance and seek to bring a constructive, problem-solving orientation to all tasks;

  2. Highly organized, detail oriented and able to work with minimal supervision;

  3. Perform tasks and responsibilities in a thorough and timely manner in compliance with agency policy and standards;

  4. Exercise discretion and professional judgment at all times in keeping with the responsibility carried personally and by the agency for the care and welfare of youth and families from diverse backgrounds;

  5. Maintain high level of confidentiality at all times regarding financial and payroll information.

SUPERVISORY RESPONSIBILITIES:

This position has no supervisory responsibilities.

REQUIRED EDUCATION AND EXPERIENCE:

1.  B.A. required (preferred in Accounting, finance, business, or a related field).


  1.  General office and bookkeeping/accounting experience;

  2.  Proficiency with QuickBooks desktop as well as spreadsheet and word processing programs (Microsoft Word, Excel);

  3.  Excellent written and verbal communication skills. 

SECURITY CLEARANCE:

1. Must pass DOJ/FBI background check

OTHER DUTIES:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

PHYSICAL DEMANDS:

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary and climb stairs.

WORK ENVIRONMENT:

This position operates in HYP’s Administrative Offices. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This is not a position that allows for telecommuting. The HYP Administrative Offices are located in San Francisco and are accessible by public transportation.

EQUAL EMPLOYMENT OPPORTUNITY:

Huckleberry Youth Programs is an equal opportunity employer, committed to providing equal opportunity to its employees and applicants for employment without discrimination on the basis of race; color; ethnic background; religion; gender; gender identity or expression; sexual orientation; national origin; ancestry; age; marital status; pregnancy, childbirth, or other related medical condition; disability, including HIV-related conditions; or status as a covered veteran. This policy applies to every aspect of employment, including but not limited to: hiring, advancement, transfer, demotion, layoff, termination, compensation, benefits, training and working conditions.

FAIR CHANCE: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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 Huckleberry Youth Programs (HYP) is a community-based youth agency, providing a full spectrum of services to homeless, runaway, and other at-risk youth and families in San Francisco and Marin counties. Our programs are characterized by a commitment to community-based, collaborative services; attention to the urgency, complexity, and ever-changing nature of our clients’ needs; and recognition of the value and dignity of youth and their capacity to become healthy, productive adults.  

The Accounting Manager/Controller is an integral part of the Finance Department.  The Accounting Manager/Controller is responsible for recording all accounting transactions in the Quickbooks desktop platform, allocating expenses, and generating invoices for the agency programs.  This position interacts with HYP program directors and administrative staff to support the preparation of monthly financial statements, management reports, and grant reports.  

ESSENTIAL FUNCTIONS:


  1. Monthly close process including bank reconciliation, preparation of monthly Income Statement and Balance Sheet, and the restricting/ releasing of temporarily restricted net assets;

  2. Complete all Accounts Payable activities including processing check requests from agency staff and the payment of vendor invoices, including both printed checks and online payments;

  3. Recording of all government payments from reimbursable contracts as well as all contributed revenue from foundations, corporations, and individual donors;

  4. Complete monthly allocation of expenses to restricted grants and contracts including staff salaries, benefits, taxes, and program expenses;

  5. Generate invoices and submit expenses for restricted grants and contracts;

  6. Assist in the preparation of budget and financial information for grant proposals;

  7. Ensure that all financial records are maintained in accordance with Generally Accepted Accounting Principles (GAAP) and requirements of state, federal, and private funding sources;

  8. Oversee and manage fixed asset tracking;

  9. Communication/ consultation with HYP Program Directors regarding monthly credit card transaction coding and receipt submission;

  10. Support Director of Finance in preparing for annual independent audit; 

  11. Assist with special projects as needed.

COMPETENCIES:


  1. Maintain a creative, team-building, cooperative approach to job performance and seek to bring a constructive, problem-solving orientation to all tasks;

  2. Highly organized, detail oriented and able to work with minimal supervision;

  3. Perform tasks and responsibilities in a thorough and timely manner in compliance with agency policy and standards;

  4. Exercise discretion and professional judgment at all times in keeping with the responsibility carried personally and by the agency for the care and welfare of youth and families from diverse backgrounds;

  5. Maintain high level of confidentiality at all times regarding financial and payroll information.

SUPERVISORY RESPONSIBILITIES:

This position has no supervisory responsibilities.

 REQUIRED EDUCATION AND EXPERIENCE:


  1. B.A. in Accounting, finance, business or related field, required.

  2. Three years work experience in senior level accounting position preferably within a nonprofit context.

  3. Proficiency with QuickBooks desktop as well as spreadsheet and word processing programs (Microsoft Word, Excel).

  4. Excellent written and verbal communication skills.

PREFERRED EDUCATION AND EXPERIENCE:


  1. Experience with invoicing and reporting on government grants preferred.

  2. Experience with cost allocations among multiple programs and site locations.

SECURITY CLEARANCE:


  1. Must pass DOJ/FBI background check 

PHYSICAL DEMANDS:

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary and climb stairs.

WORK ENVIRONMENT:

This position operates in HYP’s Administrative Offices. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This is not a position that allows for telecommuting. The HYP Administrative Offices are located in San Francisco and are accessible by public transportation. 

OTHER DUTIES:Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 

EQUAL EMPLOYMENT OPPORTUNITY:Huckleberry Youth Programs is an equal opportunity employer, committed to providing equal opportunity to its employees and applicants for employment without discrimination on the basis of race; color; ethnic background; religion; gender; gender identity or expression; sexual orientation; national origin; ancestry; age; marital status; pregnancy, childbirth, or other related medical condition; disability, including HIV-related conditions; or status as a covered veteran. This policy applies to every aspect of employment, including but not limited to: hiring, advancement, transfer, demotion, layoff, termination, compensation, benefits, training and working conditions. 

FAIR CHANCE:Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 

 

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The Billing Specialist is responsible for our billing process to ensure all bills are paid by managing customer accounts, collecting payments, and updating accounts to reflect change.

About Scott Byron & Co.:Founded in 1983, Scott Byron & Co. in Lake Bluff, IL is a leading, Chicago-area landscape firm with a long-standing reputation for creating elegant, outdoor environments for both residential and commercial properties. The company’s 250 employees design, build and maintain extraordinary environments while creating an expression of Art in Harmony with Nature. Visit www.scottbyron.com to learn more.

Responsibilities Include:


  • Prepare invoices, statements, and other documents.

  • Manage the status of accounts and balances and identify inconsistencies.

  • Issue and post bills, receipts, and invoices.

  • Update accounts receivable database with new accounts or missed payments.

  • Ensure all customers remain informed on their outstanding debts and deadlines.

  • Provide solutions to any relative problems of customers.

  • Communicate with customers and internal individuals to discuss adjustments.

  • Allocate job costing reports.

  • Ability to review errors and make accurate judgments to correct.

  • Type documents: contracts, work orders, and other documents.

Skills:


  • Experience with Sage Accounting Software

  • Proficient in Microsoft Outlook, Word and Excel (v-lookup, pivot tables, formulas, etc.)

  • Understanding of accounting concepts to be able to justify reasoning/findings to others

  • Experience with job costing.

  • Ability to monitor and collect data to accurately analyze data

  • Create documentation, financial reports and/or presentations to communicate data

  • Ability to analyze and diagnose problems

  • Work independently, with little direction

  • Excellent communication skills, written and verbal, ability to clearly communicate issues to management

  • Ability to adapt, learn quickly, and be flexible

  • Strong organization and analytical skills

Benefits:


  • Comprehensive Group Medical Coverage

  • Dental

  • Vision

  • 401(k) Savings Plan

  • Paid Holidays

  • Paid Vacation

  • Paid Life Insurance

  • Flexible Spending Account

  • Cafeteria 125 Program

  • Long Term Disability

  • Supplemental Term Life Insurance

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ROLE PURPOSE:

Mia’s Kitchen’s Finance Manager will work alongside Mia’s Kitchen’s Founders and Don & Sons Executive team to take the company to the next level by driving operational effectiveness and efficiency. We are seeking a talented Finance Manager with 5-7 years’ experience with leadership teams for small to mid-sized companies, with a track record of success in overseeing budgeting, general ledger, AR & AP functions, and inventory management while ensuring that accounting activities are in accordance with established legal, regulatory, and company requirements.

Our Finance Manager will be heavily involved in the corporate strategy, and be a key leader driving the evolution of Mia’s Kitchen as it moves towards leveraging its category strength and brand equity of specialty food products.

Mia’s Kitchen is at a growth stage in the company’s evolution and is seeking a Finance Manager that is excited about this growth stage and that can be an impact player in the future of the company.

PRIMARY DUTIES & RESPONSIBILITIES:

· Provide strong leadership and help build strategic vision and tactical execution to drive revenue growth, profitability, and capital efficiency.

· Ensuring a governance structure is in place to achieve sustainably effective and efficient operational execution that increases shareholder value and facilitates employee and organizational well-being.

· Accountable for all financial, accounting, purchasing, cash flow, analytics, and risk management controls and requirements of the organization.

· Leads and ensures all financial and operational planning processes. Including Strategic Planning, Annual Operating Plans, Rolling Forecasts, Sales & Operations Planning, and supporting models for Revenue/Pricing, Margin Analysis/Control, product development, costing, etc.

· Help create a platform to gain a better understanding of profitability by revenue stream.

· To support product pricing strategies, market segmentation, channel development, product innovation/development, etc.

· Consolidates and communicates financial performance updates and comments to the Executive Team, the Advisory Board and the organization.

· Collaborates with the VP of Operations to ensure procurement, manufacturing, and logistics are optimizing cost/quality/service and continuously driving improvements across all factors.

· Collaborates with marketing resources to ensure marketing investments are sound and align on key performance indicators of what successful campaigns and spends are realized. As well as ensuring margins are met.

· Collaborates with Director of Sales to ensure trade and slotting investments are delivering the aligned ROI’s.

· Ensures full compliance with all regulatory and contractual obligations, and efficient completion of the year end-end financial review and the publication of the audited consolidated financial statements.

· Establishing and maintaining relationships with financial institutions, insurance brokers, auditors, finance and legal service providers as needed.

· Keeps informed of innovations in financial and tax management thru networking and professional associations.

EDUCATION, KNOWLEDGE & EXPERIENCE:

· Bachelor's degree in accounting and at least 5-7 years progressive accounting experience. CPA or MBA is highly desirable

· Advanced knowledge of generally accepted accounting principles

· Proficiency in G/L accounting software, Quickbooks, Google Suite, Word, Excel, Microsoft Outlook

· Strong analytical skills to read and interpret variances in financial results

· A demonstrated ability to be a strong leader with the intellectual honesty, open mindedness, and rigor to defend their strategic direction and support it with data while considering the position of others.

· Accuracy, attention to detail and ability to meet deadlines while operating in a fast paced, time constrained environment

· Ability to manage multiple projects & negotiate competing priorities

· Ability to participate in making decisions and able to spend time on routine items that are mission critical

· Supervisory experience

COMPETENCIES:

· An understated confidence evidenced by approach-ability, appreciation for all levels of an organization, and a calm composure even when faced with stress or confrontation.

· A desire to lead more than manage, to coach more than supervise, and to create an environment where employees develop into competitive assets.

· A willingness to prioritize building a cohesive company & culture over individual functional success.

· Set a high standard for written and oral communication skills.

PHYSICAL:

· Must be capable of lifting to 35 pounds up and over their head

· If asked to drive a company vehicle, must have a valid California Driver’s License, be insurable by the company and be able to operate a motor vehicle safely

· Must be able to sit or stand for long periods of time

· Must be able to travel

Job Type: Full-time

Work Location:


  • One location

Benefits:


  • Health insurance

  • Dental insurance

  • Vision insurance

  • Retirement plan

  • Paid time off

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Position Overview

The Member Accounts Specialist is responsible for ensuring that all membership systems for onboarding, billing and offboarding are working seamlessly in coordination with each other and related external systems. This position engages internal and external stakeholders to generate an accurate and timely flow of quantitative and qualitative membership data and reports to the organization. Familiarity and engagement with all stakeholders, especially members, as well as systemic view of the organization, its business and social context are key components of this position. The Membership Specialist may also be assigned with training staff, interns, and/or volunteers to fulfill special projects and mission critical tasks.The Membership Specialist is responsible for the following areas:

Member Data and Relationships Management

Responsible for maintaining the backend member and contact database and serving as the “owner” of our MRM (member relationship management) system for all coworking and office members. This includes, but isn’t limited to the following:


  • Review and maintain membership database

  • Review exception reports to maintain database integrity

  • Create membership sales strategy 

  • Create surveys about member needs, and interests

  • Work with marketing manager for sales strategy execution/logistics

Member Service and Issue Resolution

This role is responsible for resolving all billing issues and updating recurring billings for our office suite holders


  • Researching and resolving billing issues and disputes, including reconciliation of accounts receivable

  • Collection of accounts receivable

  • Contacting Nexudus Support for system issues

  • Communication with members to update declined and expired credit cards

  • Responding to hibernation and special arrangement requests from members

  • Generating and refunding invoices 

  • Proactive communication and hands-on training with members to resolve billing and online account issues in a timely manner

  • Updating and tracking of Office membership payments to ensure accuracy. 

Bookkeeping


  • Tracking and entering Events A/R 

  • Entering bills for approval and payment on a weekly basis

Reporting

This role has a key responsibility to produce metrics and membership reports for Impact Hub Oakland that are insightful and actionable, and plays a key role in providing the information needed to develop strategy and execute marketing campaigns.


  • Produce monthly reports to show an accurate and informative picture of member health and history, including new members, churn rate, billing delinquency, growth rates

Training and Documentation

This role has the responsibility to maintain documentation on our backend billing systems and ensure that key staff are trained and informed of updates and new functionality. This includes, but is not limited to:


  • Prepare and annually update procedures report, including a flow chart and descriptions of systems used

  • Train staff and interns on use of systems and documentation

About You 

You are committed to Impact Hub Oakland’s mission to connect, inspire and enable our members to create impact for a better world. In addition, you are:


  • A professional with significant experience and history as a customer service superstar, complete with an upbeat personality, excellent verbal and written communication skills, strong interpersonal skills and high social/emotional intelligence. 

  • Highly proficient in database systems, including data entry, data manipulation, building queries, and report generation

  • The ideal candidate will have a Bachelor’s degree and 2-7 years of experience as an Invoice Analyst, Financial Analyst or within a corporate Accounting function or service provider.

  • Has experience in billing & A/R collection

  • An expert in Excel, including programming formulas and spreadsheet manipulation, and generally excellent at working with numbers, spreadsheets and math.

  • Awesome at data analysis and delivering insight that can guide decision making through creating reports for a wide range of audiences.

  • Someone who takes joy in working collaboratively with your team members, and understands that it takes everyone working together to create an exceptional member's experience and a successful business.

  • Organized, detail-oriented, action-oriented, efficient adaptable and entrepreneurial. 

  • Mission-driven, self-directed, with loads of integrity and a positive attitude.

  • A creative problem solver, willing and able to work independently and collaboratively, and comfortable with responding quickly and flexibly to changing deadlines, conditions and situations

  • Experienced in training users on data systems, and documenting procedures and policies

  • Computer proficient with experience with basic computer platforms (gmail, excel, word, Google drive, etc.). Ideally has experience with Authorize.net. Easily learns new platforms and without hesitation.

Workflow & Arrangements:  25 hours per week, remote and in office (schedule tbd) with one weekly meeting in house (Monday).

Reports to: Interim CEO and CFO

To apply: To apply: Please send cover letter and resume to  david@oakland.impacthub.net and jobs@oakland.impacthub.net by 12/13/19

Impact Hub Oakland is an equal opportunity employer and places a high value on workforce diversity. We want to have the best available person in every job. Impact Hub Oakland policy prohibits unlawful discrimination based on race, color, creed, gender, religion, marital status, registered domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition including genetic characteristics, sexual orientation, or any other consideration made unlawful by federal, state, or local laws. It also prohibits unlawful discrimination against a person who is perceived to have any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics.

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Title: Accountant/Financial Analyst

Summary of Job: Under the general supervision of the Accounting Manager, the Accountant performs various professional accounting support to the Finance Department.

Duties include complex accounting tasks including maintenance and analysis of accounting records, report development in the Fund EZ accounting program, analysis of programmatic expenditures and review with program managers to ensure efficient and effective use of funds, preparation of accounting schedules, reports and financial statements, preparation of journal entries and reconciliation of ledger accounts; ensuring compliance with generally accepted accounting principles and organization’s policies, procedures and contracts

The Accountant will also provide administrative support in other areas as directed by the Accounting Manager or Finance Director.

Essential Duties and Responsibilities:


  • Prepare program financial reports that compare actual results to budget and other metrics and provide any needed analysis for distribution to program managers.

  • Assist in preparation of monthly, quarterly, and annual financial statements and preparation for review by internal and external sources.

  • Work with department managers to provide support in understanding budgetary reports and assessing budget needs, and to create and enforce compliance protocols.

  • Perform standard and ad-hoc analysis to support Accounting Manager, Finance Director, and management in month-end close analysis, audits, policy compliance, taxes, annual budget process, management reporting, and other projects.

  • Manage distribution of monthly emergency services and program items. Includes distribution, reconciliation, reporting, and analysis of usage and projected needs.

  • Responsible for revenue accounting including reconciliation and review with Development Department.

  • Assist the Accounting Manager in preparation for the annual audit.

  • Work closely with Accounting Manager and Finance Director on the creation of the annual budget. This includes global budget, program budget and allocations.

  • Provide back-up support for accounts payable and receivable, petty cash, voucher disbursements, and emergency checks.

  • Gather, prepare, and/or maintain a variety of records, reports, fiscal data and confidential records. Maintain orderly files for audit purposes.

Core Competencies:

All HPP Staff are expected to meet the expectations of our Core Competencies:



  • Accountability and Reliability: Shows honesty, integrity, responsibility, initiative, and is mindful of impact on team/organization.


  • Collaboration: Participates in agency wide/cross team efforts, shares knowledge and skills, values cohesion and integrity of team.


  • Communication: Respectful, effective, proactive and willing to engage in hard conversations.


  • Continuous Learning: Seeks out new challenges, applies new skills, shows growth.


  • Professional Conduct: Clear boundaries, refrains from gossip/splitting, follows agency standards per Handbook and Policies & Procedures.

Qualifications:


  • Accounting degree strongly preferred; or a Bachelor’s degree with a minimum of 5 years related and progressive work experience in non-profit accounting.

  • Experience with Fund EZ or other enterprise level business accounting software strongly preferred.

  • Excellent analytical skills and the ability to identify trends and opportunities for efficiencies or improvements.

  • Excellent organization, prioritization, and interpersonal communication skills, service oriented behavior and ability to use good professional judgment required.

  • Ability to communicate financial concepts to non-finance staff in a constructive and collaborative manner.

  • Detail oriented.

  • Flexible; handle multiple tasks with the ability to meet critical deadlines. Ability to meet short-term and long-term goals and project deadlines.

  • Ability to work independently.

  • Experience with multi-cultural/multi-lingual populations/multi-disciplinary teams preferred.

  • Understanding of, and commitment to, social justice, and HPP’s mission and organizational values.

  • Advanced skills in PC/Word processing/database/spreadsheets systems/Fund EZ and integrating these to produce complex reports and documents.

Physical Requirements: This position requires the ability to work under stress and handle multiple project deadlines. The position may require moderate lifting.

Work Environment: Fast-paced, multi-cultural, collaborative work environment

Hours: 39 hours/week

Reports to: Accounting Manager

Directly Supervises: None

Please include cover letter with resume.

The Homeless Prenatal Program is an Equal Opportunity Employer and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

About HPP:

The Homeless Prenatal Program (HPP) believes every family wants to deliver healthy babies and raise healthy children in a stable and nurturing home. Seizing the motivational opportunity created by pregnancy and parenthood, HPP partners with families to help them recognize their strengths and trust in their own capacity to transform their lives. At the heart of our program is non-judgmental, supportive case management provided by Family Case Managers, the majority of whom were once HPP clients themselves. As the first agency in San Francisco to hire and promote former clients as employees, HPP is unique in that the community it serves has – from the organization’s inception in 1989 – guided its growth and evolution. HPP serves over 3,500 clients per year through supportive, holistic programs including: Prenatal Classes and Support Group, Mental Health Services, Childcare Center, Housing Assistance, Emergency Services and Case Management.

Job Type: Full-time

Salary: $65,000.00 /year

Experience:


  • non-profit: 1 year (Preferred)

  • accounting: 1 year (Preferred)

Education:


  • Bachelor's (Preferred)

Work Location:


  • One location

Benefits:


  • Health insurance

  • Dental insurance

  • Vision insurance

  • Retirement plan

  • Paid time off

  • Flexible schedule

  • Parental leave

  • Professional development assistance

  • Tuition reimbursement

This Company Describes Its Culture as:


  • Outcome-oriented -- results-focused with strong performance culture

  • People-oriented -- supportive and fairness-focused

  • Team-oriented -- cooperative and collaborative

This Job Is:


  • A “Fair Chance” job (you or the employer follow Fair Chance hiring practices when performing background checks - learn more at https://start.indeed.com/fair-chance)

  • A job for which all ages, including older job seekers, are encouraged to apply

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Payroll Specialist

Livermore-based restaurant Franchise office is in search of an experienced Payroll Specialist who will be responsible for applying business and technology knowledge and human resources expertise, as well as managing our HRIS platform (Paycom). They will assist in providing a wide range of HR and payroll support to our field team of 50+ managers utilizing the HRIS, as well as overseeing and participating in payroll processing while managing and working alongside a Payroll Specialist.

The successful candidate will play a key role in success of the organization by offering guidance on all HR functions and payroll processing including recruitment, payroll, terminations, performance management, and employee relations. This person must execute HR best practices while facilitating a positive relationship between personnel and management. Must be friendly, personable and interact well with people in office and out in the field.

Responsibilities and Duties


  • Administration of HR Process, Procedures and Programs

  • Oversight and help with Bi-Weekly Payroll Processing (assist Payroll Specialist and oversee auditing functions)

  • Oversee handling and updating of all employee hiring and onboarding documents within HRIS

  • Stay abreast of legal changes within our states of operation (California and Utah) and implement needed process and program changes

  • Provide high quality advice to management regarding employee relations and hiring or termination issues as they relate to Labor Law

  • Identify ways to improve information flow, processes and procedures- work with ownership to develop and implement system changes as needed

  • Report on standard audit processes and run necessary reports on daily, weekly, monthly, quarterly or annual basis, to assist office and field in operations

  • Assist managers as needed to enable them to more effectively utilize all HR systems

  • Creating, archiving, pulling or reviewing hard copy and soft copy data, files and records to support audits or other similar activities

  • Oversight to benefit plans, offerings and enrollment processes

  • Handling of employee and guest incidents, including worker’s comp and insurance claims

Assignments may include, but not limited to, activities related to:


  • Tracking, monitoring and other support for leave of absence and/or attendance data and documents;

  • Distribution and updating of time edits, and ensure Payroll activities are accurate and on time.

  • Internal and external audit support

  • Anniversary, Intern, Scholarship, Employee Referral, Benefits and Wellness, and other HR program administration.

  • Pre-employment workflow (Background Checks, Offer Letters, etc)

  • I-9 and E-verify administration

  • New Hire Onboarding and Orientation support

  • Interfacing with employees, guests and insurance providers on any injury or illness claims

  • Reward and recognition activities and programs

  • Employee files, Personnel Change Notifications

  • Termination and exit process

Qualifications


  • Minimum 5 years experience with Human Resources and 2 years with Payroll

  • Experience using Paycom and/or other HRIS a plus

  • Expertise in HR policies and procedures

  • Strong knowledge of hiring process

  • Understanding of HR best practices and current regulations

  • Sound judgment and problem-solving skills

  • Proficient in Excel

  • Have experience in cloud-based payroll systems

  • Knowledge of workers comp claim processes

  • Managed health insurance enrollments

  • Familiar with ACA guideline compliance and State labor law compliance

  • Willingness to learn and commitment to getting the job done is essential

  • Expertise in Microsoft Programs including word and excel is a MUST

Benefits: Health, Dental, Vision, Life Insurance, (including family coverage), Aflac / Accident Insurance, Paid Time Off, 401K and Profit Sharing Plan, Paid Holidays, Food Discounts at our Brands, and various company incentives, Flexibility on hours within reason

Job Type: Full-time

Salary: $55,000.00 to $60,000.00 /year

Experience:


  • relevant: 2 years (Preferred)

  • Payroll: 2 years (Preferred)

Work Location:


  • One location

Benefits:


  • Health insurance

  • Dental insurance

  • Vision insurance

  • Retirement plan

  • Paid time off

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Position Overview

The Accounting Associate is a key member of the KIPP team and reports to the Controller. This person will assist with the day-to-day financial operations of our schools and regional office in the areas of accounting, accounts payable, financial audits, and vendor relations. Additionally, they will work with the accounting team to build a scalable and efficient financial infrastructure, provide exceptional service and support to our schools, and ensure their continued financial success.

The ideal candidate for this position will have strong organizational skills, a detail-oriented approach, and the ability to learn quickly and problem-solve. Must be an excellent communicator who enjoys working with people and is a continuous learner. This is a great opportunity to develop your skills and grow as an accounting professional. We are looking for someone who is passionate about KIPP’s mission and is eager to learn.

The Accounting Associate will be based out of our Regional Support Office (RSO) in downtown Oakland (BART accessible).

Roles and Responsibilities: Primary responsibilities include, but are not limited to, the following:

Accounts Payable


  • Approve and review the online accounts payable portal and ensure all invoices are forwarded to Concur in a timely manner.

  • Approve monthly reimbursement requests via Concur and import data to the accounting system

  • Work closely with Operations Managers and Directors at our schools to answer day-to-day accounting related inquiries

  • Follow up on vendor and reimbursement outstanding checks

  • Correspond with vendors and respond to inquiries

  • Maintains accurate vendor records in the accounting software and request W-9 forms as needed.

Year-End Closing and Financial Audits


  • Assist with semi-annually financial closing

  • Assist the accounting team during Spring and Fall on-site audit

  • Enter all prior fiscal year invoices and reimbursements

  • Gather necessary documentation for audit preparation— including checks, deposit documentation, bank statements, and invoices

  • Prepare and file annual IRS Forms 1096 and 1099

  • Manage annual unpaid use tax to CA Board of Equalization and responsible to correspond to all inquiries.

Potential Opportunities for Growth


  • Train new Operations Managers on accounting policies and procedures

  • Hold monthly RSO Concur office hours

Skills and Qualifications


  • Unquestioned integrity and commitment to KIPP Bay Area Public Schools’ mission. A firm belief that all children will learn and can achieve at high levels

  • Bachelor’s degree

  • Demonstrated experience or interest in accounting, for example— proficiency in MIP (Sage/Abila) and/or other accounting software systems; accounting work experience; or accounting degree, emphasis, and/or certification

  • Proficient in Microsoft Office (e.g. Word, Excel) and Google applications (e.g. Mail, Calendar, Docs, Drive)

  • Proficient in business writing and communication

  • Ability to set priorities in a fast-paced work environment, pay attention to detail, and multi-task

  • Articulate, professional demeanor with strong self-confidence and initiative

  • Humility and respect: eager to learn, admit mistakes, and welcomes and responds effectively to constructive feedback

Compensation

We are dedicated to you and your family’s well-being! KIPP offers a competitive salary as well as a comprehensive benefits package including medical, dental, vision, and transportation benefits.

Job Type: Full-time

Experience:


  • relevant: 1 year (Preferred)

  • accounts payable: 1 year (Preferred)

Education:


  • Bachelor's (Required)

Work authorization:


  • United States (Required)

Work Location:


  • One location

Benefits:


  • Health insurance

  • Dental insurance

  • Vision insurance

  • Retirement plan

  • Paid time off

  • Parental leave

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Organizational Overview

RDA is a woman owned consulting firm whose mission is to strengthen government and nonprofit efforts to promote social and economic justice for vulnerable populations. We embrace this mission as a staff and as individuals, both through our work and in our lives. Our commitment to social justice transcends our titles and our job descriptions.

We provide consultation to city, county, and state agencies and non-profit organizations through the provision of planning, evaluation, resource and organizational development, data analysis, facilitation, and training and technical support.  Our efforts are aimed at addressing persistent social, health and economic problems of populations served by public agencies.  Learn more about our mission, services, and strengths-based approach to our work at www.resourcedevelopment.net.

 

Position Overview

The Business Operations Associate will work as a member of the Operations Team and will coordinate the organization’s client invoicing and contracting processes. The Business Operations Associate will work closely with RDA’s Directors, Director of Finance, Talent and Operations, and other staff to ensure efficient systems and processes are in place to support the organization’s bottom line.  This person should be a self-directed quick learner with demonstrated ability to be an effective, efficient and positive team member. This is a full-time, exempt mid-level position.  

 

Responsibilities

Invoicing:


  • Work with Operations team to prepare and track monthly invoices using Unanet (an integrated accounting and project management system) and ensure invoices are submitted to clients in a timely manner 

  • Track all contract guidelines as related to invoicing and ensure compliance (including but not limited to tracking expenses, client invoice system management, and supplemental form preparation)

Contracts and Subcontractors:


  • Work closely with Project Delivery and Operations staff, providing quality assurance and project set up in Unanet

  • Support Project Managers during contract negotiations as needed and coordinate timely contract execution

  • Develop contract management tracking system in Unanet and manage client contract files 

  • Coordinate subcontractors including contracting, invoicing, and set up in Unanet

  • Work with Operations team to acquire necessary insurance documentation and form completion

Practice Support: 


  • Arrange staff travel and other project expenses according to contract guidelines

  • Assist Practice Directors with meeting coordination and set up

  • Continuously improve and update documentation and systems

  • Other practice and project support duties and responsibilities as needed 

 

Minimum Qualifications


  • Minimum 5 years of experience as Accountant, Bookkeeper, or Administrative Project Manager 

  • Experience with invoicing utilizing electronic accounting systems and demonstrated ability to learn new systems

  • High level of integrity, responsibility and attention to detail

  • Demonstrated experience using Unanet preferred 

 

Employee Benefits


  • Generous vacation and sick leave

  • RDA sponsored life and AD&D insurance

  • 401k, with RDA discretionary match after 2 years of employment

  • 100% RDA sponsored health, dental, and vision insurance

  • RDA sponsored long and short-term disability insurance

  • Pre-tax flexible spending accounts for medical, dependent care, and transit and parking expenses

 

To Apply:  Please send cover letter and resume to careers@resourcedevelopment.net with the subject line “Business Operations Associate”. This job will remain open until filled.  No phone calls please.  RDA appreciates each application it receives, but due the volume of responses for positions at RDA, only candidates who best fit the needs of the organization will be contacted.

As an equal opportunity employer, RDA is committed to equity and inclusion. Candidates from all backgrounds and experiences are encouraged to apply.

 

 

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About KIPP Bay Area Public Schools

KIPP is a non-profit network of 224 college-preparatory, public charter schools across the country educating early childhood, elementary, middle, and high school students. KIPP schools are united by a common mission, a commitment to excellence, and a belief that if we help children develop the academic and character strengths they need for college and choice-filled lives, they will be able to build a better tomorrow for themselves, for their communities, and for us all.There are currently 15 KIPP schools across the Bay Area educating nearly 6,000 students in East Palo Alto, Oakland, San Francisco, San Lorenzo, San Jose, and Redwood City and supporting over 3,000 alumni around the country. 

Position Overview

The Accounting Associate is a key member of the KIPP team and reports to the Controller. This person will assist with the day-to-day financial operations of our schools and regional office in the areas of accounting, accounts payable, financial audits, and vendor relations. Additionally, they will work with the accounting team to build a scalable and efficient financial infrastructure, provide exceptional service and support to our schools, and ensure their continued financial success.The ideal candidate for this position will have strong organizational skills, a detail-oriented approach, and the ability to learn quickly and problem-solve. Must be an excellent communicator who enjoys working with people and is a continuous learner. This is a great opportunity to develop your skills and grow as an accounting professional. We are looking for someone who is passionate about KIPP’s mission, and is eager to learn.The Accounting Associate will be based out of our Regional Support Office (RSO) in downtown Oakland (BART accessible).

Roles and Responsibilities: Primary responsibilities include, but are not limited to, the following:Accounts Payable


  • Approve and review online accounts payable portal and ensure all invoices are forwarded to Concur in a timely manner.

  • Approve monthly reimbursement requests via Concur and import data to accounting system

  • Work closely with Operations Managers and Directors  at our schools to answer day-to-day accounting related inquiries

  • Follow up on vendor and reimbursement outstanding checks

  • Correspond with vendors and respond to inquiries

  • Maintains accurate vendor records in the accounting software and request W-9 forms as needed.

Year-End Closing and Financial Audits


  • Assist with semi-annually financial closing

  • Assist accounting team during Spring and Fall on-site audit

  • Enter all prior fiscal year invoices and reimbursements

  • Gather necessary documentation for audit preparation— including checks, deposit documentation, bank statements, and invoices

  • Prepare and file annual IRS Forms 1096 and 1099

  • Manage annual unpaid use tax to CA Board of Equalization and responsible to correspond to all inquiries.

Potential Opportunities for Growth


  • Train new Operations Managers on accounting policies and procedures

  • Hold monthly RSO Concur office hours

Skills and Qualifications


  • Unquestioned integrity and commitment to KIPP Bay Area Public Schools’ mission. Firm belief that all children will learn and can achieve at high levels

  • Bachelor’s degree

  • Demonstrated experience or interest in accounting, for example— proficiency in MIP (Sage/Abila) and/or other accounting software systems; accounting work experience; or accounting degree, emphasis, and/or certification

  • Proficient in Microsoft Office (e.g. Word, Excel) and Google applications (e.g. Mail, Calendar, Docs, Drive)

  • Proficient in business writing and communication

  • Ability to set priorities in a fast-paced work environment, pay attention to detail, and multi-task

  • Articulate, professional demeanor with strong self-confidence and initiative

  • Humility and respect: eager to learn, admits mistakes, and welcomes and responds effectively to constructive feedback

Compensation

We are dedicated to you and your family’s well-being! KIPP offers a competitive salary as well as comprehensive benefits package including medical, dental, vision, and transportation benefits.

How to Apply 

Please submit a cover letter and resume by clicking the link below.

https://jobs.jobvite.com/kippbayarea/job/oMNSafwl 

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Rhame & Gorrell Wealth Management is a comprehensive wealth management firm specializing in solving the problems business leaders and their families face at life’s transitions. Our rapidly growing firm is looking for a talented team player that can work within our group to participate in our business development process as well as enhance the experience we provide to our existing firm relationships. The ideal candidate has strong work ethic, wants to grow professionally by learning vicariously through our teams’ 30+ years of practical experience. This is a full-time salaried position in The Woodlands, TX.Required QualificationsEducation/Training: 4-year degree in Finance, Accounting, Economics, Business Management, or equivalent degree.Preferred QualificationsCFP Certification courses startedCFP Exam passedCFA, CPA, CIMA, or similar given additional considerationJob Responsibilities Include (but are not limited to):Master firm software programsUse of Money Guide Pro (planning software) for assigned prospective clientsAttend client meetings as a 2nd chair, take and document notes, prepare follow ups and any other required client actionsStrengthen business relationship with current and prospective clientsProactively develop relationships with firm-supplied leadsAn Ideal Candidate Will:Be an empathic & engaging communicator Be a strong writerHave the ability to work well with and influence others.Adapt quickly to a new environment and have a proactive approach to learning.Be organized and demonstrate attention to detailBe able to prioritize and manage multiple tasks concurrentlyBe proficient at using technologyTo succeed, you'll need the right combination of personal attributes:Drive: While this position is salaried, the desire to generate new business has a direct impact on the upward potential of your income.Ambition: You’ll work hard, struggle through slow periods and face tough challenges while developing new business. You’re the kind of person who doesn’t give up and knows you’ll get to where you want to be.Accountability: There are no shortcuts to succeeding in this business, and you’ll need to be demanding of yourself. You’ll treat prospective clients with consistency and care. You’ll be diligent in your work.Confidence: Assurance in yourself and your work conveys a feeling of confidence. Top candidates are comfortable talking with people. They can engage easily in conversation and confidently handle the challenges of generating new business.What We Offer:Individualized training & mentorship from senior advisorsMedical & Dental Benefits401(k) & Profit SharingPaid ongoing educationPaid CFP dues


See full job description

Associate Wealth Managers meet with prospective clients, secure the client relationship and then oversee those relationships for the long term. Duties and Responsibilities·Conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives and prepare recommendations of appropriate investment models and allocations·Participate in data gathering, risk tolerance, and goal setting exercises with new prospective clients and deliver the initial framework for a financial plan·Responsible for engaging in business development (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver results·Build and maintain excellent working relationships with internal partners and teammates·Adhere to internal and external policies and procedures regarding securities transactions and code of ethicsQualifications·1-3 years’ experience in a client-facing financial advisor position·Holds proper licensing to be client facing/ willing to maintain proper licensing·Experience managing discretionary and brokerage relationships·Ability to communicate sophisticated investment strategies to all levels of clients and prospects·Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referralsDemonstrated understanding of comprehensive wealth management concepts including retirement, tax, estate, and distribution planning strategies·Ability to work in a team-based environment·Thorough understanding of the financial markets·Passion for providing a fiduciary standard of care to clients


See full job description

Your future as a Farm Bureau Wealth Management Advisor is full of potential. And we’re excited to grow with you as we work together to serve client/members. From the moment you walk through the door, you’ll have the full support of an established brand with the operational, technological and back-office resources you need to offer a higher level of client and advisor experience. With us, you’ll have access to our established base of insurance client relationships, increased earning potential, more control over key decisions, and the ability to operate like an independent.


As a Wealth Management Advisor you will:

·Work with our onboarding specialists to transition your practice to Farm Bureau

·Grow your business through personal production and have the opportunity to partner with local Farm Bureau Agents to provide financial advisory services to more than 540,000 client/members across our 14 state-footprint.

·Offer a full suite of brokerage and advisory products and services to your existing and potential clients

·Leverage company provided resources such as a dedicated storefront, paid support personnel, leading-edge technology and platforms, and extensive research to deliver a world-class client experience.  

 

What We Offer You:

One of the greatest advantages of transitioning your business to Farm Bureau Wealth Management is the access you’ll have to industry professionals, resources, and financial support necessary to help you accomplish more for your clients. From day one, you’ll receive:

·Partnership opportunities with over 1700 agents to provide local financial advisory services to more than 540,000 existing client/members

·Company provided turn-key office storefront

·Support staff based on the size and clientele base of your business, at no cost to you

·Personalized website, marketing and advertising resources provided

·No cost technology package that includes all equipment, hardware and software, and support

·Aggressive compensation grid and benefit package


See full job description

Your future as a Farm Bureau Wealth Management Advisor is full of potential. And we’re excited to grow with you as we work together to serve client/members. From the moment you walk through the door, you’ll have the full support of an established brand with the operational, technological and back-office resources you need to offer a higher level of client and advisor experience. With us, you’ll have access to our established base of insurance client relationships, increased earning potential, more control over key decisions, and the ability to operate like an independent.  As a Wealth Management Advisor you will:·Work with our onboarding specialists to transition your practice to Farm Bureau·Grow your business through personal production and have the opportunity to partner with local Farm Bureau Agents to provide financial advisory services to more than 540,000 client/members across our 14 state-footprint.·Offer a full suite of brokerage and advisory products and services to your existing and potential clients·Leverage company provided resources such as a dedicated storefront, paid support personnel, leading-edge technology and platforms, and extensive research to deliver a world-class client experience. What We Offer You:One of the greatest advantages of transitioning your business to Farm Bureau Wealth Management is the access you’ll have to industry professionals, resources, and financial support necessary to help you accomplish more for your clients. From day one, you’ll receive:·Partnership opportunities with over 1700 agents to provide local financial advisory services to more than 540,000 existing client/members·Company provided turn-key office storefront·Support staff based on the size and clientele base of your business, at no cost to you·Personalized website, marketing and advertising resources provided·No cost technology package that includes all equipment, hardware and software, and support ·Aggressive compensation grid and benefit package


See full job description

The Advisor experience is at the core of what we offer: Referrals and leads, World Class Technology, Support and Ownership. We take care of the details so that you can take care of your clients. Your future as a Farm Bureau Wealth Management Advisor is full of potential. Andwe’re excited to grow with you as we work together to serve client/members.From the moment you walk through the door, you’ll have the full support of anestablished brand with the operational, technological and back-office resourcesyou need to offer a higher level of client and advisor experience. With us,you’ll have access to our established base of insurance client relationships,increased earning potential, more control over key decisions, and the abilityto operate like an independent. As a Wealth Management Advisor you will:Work with our onboarding specialists to transition your practiceto Farm Bureau·Grow your business through personal production and have theopportunity to partner with local Farm Bureau Agents to provide financialadvisory services to more than 540,000 client/members across our 14state-footprint.·Offer a full suite of brokerage and advisory products andservices to your existing and potential clients·Leverage company provided resources such as a dedicatedstorefront, paid support personnel, leading-edge technology and platforms, andextensive research to deliver a world-class client experience. What We Offer You:One of the greatest advantages of transitioning your business toFarm Bureau Wealth Management is the access you’ll have to industryprofessionals, resources, and financial support necessary to help youaccomplish more for your clients. From day one, you’ll receive:·Partnership opportunities with over 1700 agents to provide localfinancial advisory services to more than 540,000 existing client/members·Company provided turn-key office storefront·Support staff based on the size and clientele base of your business,at no cost to you·Personalized website, marketing and advertising resourcesprovided·No cost technology package that includes all equipment, hardwareand software, and support·Aggressive compensation grid and benefits package Incentive travel and awardswww.BeAFarmBureauWMA.com Series 6 or 7, 63, 65 or 66 required


See full job description

Your future as a Farm Bureau Wealth Management Advisor is full of potential. And we’re excited to grow with you as we work together to serve client/members. From the moment you walk through the door, you’ll have the full support of an established brand with the operational, technological and back-office resources you need to offer a higher level of client and advisor experience. With us, you’ll have access to our established base of insurance client relationships, increased earning potential, more control over key decisions, and the ability to operate like an independent.  As a Wealth Management Advisor you will:·Work with our onboarding specialists to transition your practice to Farm Bureau·Grow your business through personal production and have the opportunity to partner with local Farm Bureau Agents to provide financial advisory services to more than 540,000 client/members across our 14 state-footprint.·Offer a full suite of brokerage and advisory products and services to your existing and potential clients·Leverage company provided resources such as a dedicated storefront, paid support personnel, leading-edge technology and platforms, and extensive research to deliver a world-class client experience. What We Offer You:One of the greatest advantages of transitioning your business to Farm Bureau Wealth Management is the access you’ll have to industry professionals, resources, and financial support necessary to help you accomplish more for your clients. From day one, you’ll receive:·Partnership opportunities with over 1700 agents to provide local financial advisory services to more than 540,000 existing client/members·Company provided turn-key office storefront·Support staff based on the size and clientele base of your business, at no cost to you·Personalized website, marketing and advertising resources provided·No cost technology package that includes all equipment, hardware and software, and support ·Aggressive compensation grid and benefit package


See full job description

Explore a new stand-alone Private Wealth management Division that gives you supported ownership, leads and referrals through our Agency force and powerful marketing tools.

Your future as a Farm Bureau Wealth Management Advisor is full of potential. And we’re excited to grow with you as we work together to serve client/members. From the moment you walk through the door, you’ll have the full support of an established brand with the operational, technological and back-office resources you need to offer a higher level of client and advisor experience. With us, you’ll have access to our established base of insurance client relationships, increased earning potential, more control over key decisions, and the ability to operate like an independent.


As a Wealth Management Advisor you will:

·Work with our onboarding specialists to transition your practice to Farm Bureau

·Grow your business through personal production and have the opportunity to partner with local Farm Bureau Agents to provide financial advisory services to more than 540,000 client/members across our 14 state-footprint.

·Offer a full suite of brokerage and advisory products and services to your existing and potential clients

·Leverage company provided resources such as a dedicated storefront, paid support personnel, leading-edge technology and platforms, and extensive research to deliver a world-class client experience.  

 

What We Offer You:

One of the greatest advantages of transitioning your business to Farm Bureau Wealth Management is the access you’ll have to industry professionals, resources, and financial support necessary to help you accomplish more for your clients. From day one, you’ll receive:

·Partnership opportunities with over 1700 agents to provide local financial advisory services to more than 540,000 existing client/members

·Company provided turn-key office storefront

·Support staff based on the size and clientele base of your business, at no cost to you

·Personalized website, marketing and advertising resources provided

·No cost technology package that includes all equipment, hardware and software, and support

·Aggressive compensation grid and benefit package


See full job description

The Advisor experience is at the core of what we offer: Referrals and leads, World Class Technology, Support and Ownership. We take care of the details so that you can take care of your clients. Your future as a Farm Bureau Wealth Management Advisor is full of potential. Andwe’re excited to grow with you as we work together to serve client/members.From the moment you walk through the door, you’ll have the full support of anestablished brand with the operational, technological and back-office resourcesyou need to offer a higher level of client and advisor experience. With us,you’ll have access to our established base of insurance client relationships,increased earning potential, more control over key decisions, and the abilityto operate like an independent. As a Wealth Management Advisor you will:Work with our onboarding specialists to transition your practiceto Farm Bureau·Grow your business through personal production and have theopportunity to partner with local Farm Bureau Agents to provide financialadvisory services to more than 540,000 client/members across our 14state-footprint.·Offer a full suite of brokerage and advisory products andservices to your existing and potential clients·Leverage company provided resources such as a dedicatedstorefront, paid support personnel, leading-edge technology and platforms, andextensive research to deliver a world-class client experience. What We Offer You:One of the greatest advantages of transitioning your business toFarm Bureau Wealth Management is the access you’ll have to industryprofessionals, resources, and financial support necessary to help youaccomplish more for your clients. From day one, you’ll receive:·Partnership opportunities with over 1700 agents to provide localfinancial advisory services to more than 540,000 existing client/members·Company provided turn-key office storefront·Support staff based on the size and clientele base of your business,at no cost to you·Personalized website, marketing and advertising resourcesprovided·No cost technology package that includes all equipment, hardwareand software, and support·Aggressive compensation grid and benefit packagewww.BeAFarmBureauWMA.com Series 6 or 7, 63, 65 or 66 required


See full job description

Explore a new stand-alone Private Wealth management Division that gives you supported ownership, leads and referrals through our Agency force and powerful marketing tools.  Your future as a Farm Bureau Wealth Management Advisor is full of potential. And we’re excited to grow with you as we work together to serve client/members. From the moment you walk through the door, you’ll have the full support of an established brand with the operational, technological and back-office resources you need to offer a higher level of client and advisor experience. With us, you’ll have access to our established base of insurance client relationships, increased earning potential, more control over key decisions, and the ability to operate like an independent.As a Wealth Management Advisor you will:·Work with our onboarding specialists to transition your practice to Farm Bureau·Grow your business through personal production and have the opportunity to partner with local Farm Bureau Agents to provide financial advisory services to more than 540,000 client/members across our 14 state-footprint.·Offer a full suite of brokerage and advisory products and services to your existing and potential clients·Leverage company provided resources such as a dedicated storefront, paid support personnel, leading-edge technology and platforms, and extensive research to deliver a world-class client experience. What We Offer You:One of the greatest advantages of transitioning your business to Farm Bureau Wealth Management is the access you’ll have to industry professionals, resources, and financial support necessary to help you accomplish more for your clients. From day one, you’ll receive:·Partnership opportunities with over 1700 agents to provide local financial advisory services to more than 540,000 existing client/members·Company provided turn-key office storefront·Support staff based on the size and clientele base of your business, at no cost to you·Personalized website, marketing and advertising resources provided·No cost technology package that includes all equipment, hardware and software, and support·Aggressive compensation grid and benefit package


See full job description

The Advisor experience is at the core of what we offer: Referrals and leads, World Class Technology, Support and Ownership. We take care of the details so that you can take care of your clients.

 

Your future as a Farm Bureau Wealth Management Advisor is full of potential. And

we’re excited to grow with you as we work together to serve client/members.

From the moment you walk through the door, you’ll have the full support of an

established brand with the operational, technological and back-office resources

you need to offer a higher level of client and advisor experience. With us,

you’ll have access to our established base of insurance client relationships,

increased earning potential, more control over key decisions, and the ability

to operate like an independent.

 

As a Wealth Management Advisor you will:

  • Work with our onboarding specialists to transition your practice

to Farm Bureau

  • ·Grow your business through personal production and have the

opportunity to partner with local Farm Bureau Agents to provide financial

advisory services to more than 540,000 client/members across our 14

state-footprint.

  • ·Offer a full suite of brokerage and advisory products and

services to your existing and potential clients

  • ·Leverage company provided resources such as a dedicated

storefront, paid support personnel, leading-edge technology and platforms, and

extensive research to deliver a world-class client experience.  

 

What We Offer You:

One of the greatest advantages of transitioning your business to

Farm Bureau Wealth Management is the access you’ll have to industry

professionals, resources, and financial support necessary to help you

accomplish more for your clients. From day one, you’ll receive:

  • ·Partnership opportunities with over 1700 agents to provide local

financial advisory services to more than 540,000 existing client/members


  • ·Company provided turn-key office storefront

  • ·Support staff based on the size and clientele base of your business,

at no cost to you

  • ·Personalized website, marketing and advertising resources

provided

  • ·No cost technology package that includes all equipment, hardware

and software, and support

  • ·Aggressive compensation grid and benefit package


www.BeAFarmBureauWMA.com 


Series 6 or 7, 63, 65 or 66 required


See full job description

Your future as a Farm Bureau Wealth Management Advisor is full of potential. And we’re excited to grow with you as we work together to serve client/members. From the moment you walk through the door, you’ll have the full support of an established brand with the operational, technological and back-office resources you need to offer a higher level of client and advisor experience. With us, you’ll have access to our established base of insurance client relationships, increased earning potential, more control over key decisions, and the ability to operate like an independent.


As a Wealth Management Advisor you will:

·Work with our onboarding specialists to transition your practice to Farm Bureau

·Grow your business through personal production and have the opportunity to partner with local Farm Bureau Agents to provide financial advisory services to more than 540,000 client/members across our 14 state-footprint.

·Offer a full suite of brokerage and advisory products and services to your existing and potential clients

·Leverage company provided resources such as a dedicated storefront, paid support personnel, leading-edge technology and platforms, and extensive research to deliver a world-class client experience.  

 

What We Offer You:

One of the greatest advantages of transitioning your business to Farm Bureau Wealth Management is the access you’ll have to industry professionals, resources, and financial support necessary to help you accomplish more for your clients. From day one, you’ll receive:

·Partnership opportunities with over 1700 agents to provide local financial advisory services to more than 540,000 existing client/members

·Company provided turn-key office storefront

·Support staff based on the size and clientele base of your business, at no cost to you

·Personalized website, marketing and advertising resources provided

·No cost technology package that includes all equipment, hardware and software, and support

·Aggressive compensation grid and benefit package


See full job description

Job Description


 


Firm Description: Fast growing, top Northern Virginia based financial planning firm seeks to expand our Wealth Management Team by adding an experienced financial planning professional who likes meeting with, serving and advising retirees. 


 


Fast paced and high growth opportunity:


We currently manage over $600 million for 450+ families. We work with people ages 55+ with $1 million or more of investable assets. We are one of only 10 wealth management companies in Virginia in 2019 to be selected for the “Financial Times 300”. We are growing! Over the past 5 years we have doubled our client base; over the next 5 years, we will double it again.


 


Position Description:


In this client facing position, you are responsible for running client review meetings, updating/presenting financial plans and articulating our investment philosophy.  You must be able to think on your feet and be able to discuss a wide variety of financial planning and portfolio management topics.


 


You must also be willing and able to follow up and complete intermediate to advanced level client service tasks. You will be the lead relationship manager for our clients and will be responsible for providing clients with a trusted advisor experience. You will be assisted by a dedicated client service associate.


 


You will be expected to devote time to assist in efforts to gather additional AUM from existing clients, obtain referrals from existing clients and develop COI relationships with other professionals.


 


Position Requirements:


·         You must currently possess the CFP® designation and have five years of client advising experience.


·         You must have confidence, presence and financial planning competence.


·         Series 7 and insurance licenses preferred. You will be expected to obtain in first six months of working if you do not have currently.


 


Position Benefits:


·         Salary, bonus plan and generous incentive plan for gathering new assets under management.


·         5 weeks of paid time off annually.


·         Health, dental, vision, long-term disability and 401(k) plan with employer match.


·         Firm and client events sponsored by the firm.


Company Description

Fast growing, top Northern Virginia based financial planning firm seeks to expand our Wealth Management Team by adding an experienced financial professional who enjoys supporting retirees or people who are in the process of retiring.

We currently manage over $600 million for 450+ families. We work with people ages 55+ with $1 million or more of investable assets. We are one of only 10 wealth management companies in Virginia in 2019 to be selected for the “Financial Times 300”. We are growing! Over the past 5 years we have doubled our client base; over the next 5 years, we will double it again. There is opportunity for all enthusiastic professionals on our team, this can include you!


See full job description

Rhame & Gorrell Wealth Management is a comprehensive wealth management firm specializing in solving the problems business leaders and their families face at life’s transitions. 


Our rapidly growing firm is looking for a talented team player that can work within our group to participate in our business development process as well as enhance the experience we provide to our existing firm relationships. The ideal candidate has strong work ethic, wants to grow professionally by learning vicariously through our teams’ 30+ years of practical experience. This is a full-time salaried position in The Woodlands, TX.


Required Qualifications

  • Education/Training: 4-year degree in Finance, Accounting, Economics, Business Management, or equivalent degree.


Preferred Qualifications


  • CFP Certification courses started

  • CFP Exam passed

  • CFA, CPA, CIMA, or similar given additional consideration


Job Responsibilities Include (but are not limited to):


  • Master firm software programs

  • Use of Money Guide Pro (planning software) for assigned prospective clients

  • Attend client meetings as a 2nd chair, take and document notes, prepare follow ups and any other required client actions

  • Strengthen business relationship with current and prospective clients

  • Proactively develop relationships with firm-supplied leads


An Ideal Candidate Will:



  • Be an empathic & engaging communicator

  • Be a strong writer

  • Have the ability to work well with and influence others.

  • Adapt quickly to a new environment and have a proactive approach to learning.

  • Be organized and demonstrate attention to detail

  • Be able to prioritize and manage multiple tasks concurrently

  • Be proficient at using technology


To succeed, you'll need the right combination of personal attributes:



  • Drive: While this position is salaried, the desire to generate new business has a direct impact on the upward potential of your income.

  • Ambition: You’ll work hard, struggle through slow periods and face tough challenges while developing new business. You’re the kind of person who doesn’t give up - and knows you’ll get to where you want to be.

  • Accountability: There are no shortcuts to succeeding in this business, and you’ll need to be demanding of yourself. You’ll treat prospective clients with consistency and care. You’ll be diligent in your work.

  • Confidence: Assurance in yourself and your work conveys a feeling of confidence. Top candidates are comfortable talking with people. They can engage easily in conversation and confidently handle the challenges of generating new business.


What We Offer:


  • Individualized training & mentorship from senior advisors

  • Medical & Dental Benefits

  • 401(k) & Profit Sharing

  • Paid ongoing education

  • Paid CFP dues


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Associate Wealth Managers meet with prospective clients, secure the client relationship and then oversee those relationships for the long term. 


Duties and Responsibilities

·Conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives and prepare recommendations of appropriate investment models and allocations

·Participate in data gathering, risk tolerance, and goal setting exercises with new prospective clients and deliver the initial framework for a financial plan

·Responsible for engaging in business development (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver results

·Build and maintain excellent working relationships with internal partners and teammates

·Adhere to internal and external policies and procedures regarding securities transactions and code of ethics


Qualifications

·1-3 years’ experience in a client-facing financial advisor position

·Holds proper licensing to be client facing/ willing to maintain proper licensing

·Experience managing discretionary and brokerage relationships

·Ability to communicate sophisticated investment strategies to all levels of clients and prospects

·Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

Demonstrated understanding of comprehensive wealth management concepts including retirement, tax, estate, and distribution planning strategies

·Ability to work in a team-based environment

·Thorough understanding of the financial markets

·Passion for providing a fiduciary standard of care to clients


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The Advisor experience is at the core of what we offer: Referrals and leads, World Class Technology, Support and Ownership. We take care of the details so that you can take care of your clients.

 

Your future as a Farm Bureau Wealth Management Advisor is full of potential. And

we’re excited to grow with you as we work together to serve client/members.

From the moment you walk through the door, you’ll have the full support of an

established brand with the operational, technological and back-office resources

you need to offer a higher level of client and advisor experience. With us,

you’ll have access to our established base of insurance client relationships,

increased earning potential, more control over key decisions, and the ability

to operate like an independent.

 

As a Wealth Management Advisor you will:

  • Work with our onboarding specialists to transition your practice

to Farm Bureau

  • ·Grow your business through personal production and have the

opportunity to partner with local Farm Bureau Agents to provide financial

advisory services to more than 540,000 client/members across our 14

state-footprint.

  • ·Offer a full suite of brokerage and advisory products and

services to your existing and potential clients

  • ·Leverage company provided resources such as a dedicated

storefront, paid support personnel, leading-edge technology and platforms, and

extensive research to deliver a world-class client experience.  

 

What We Offer You:

One of the greatest advantages of transitioning your business to

Farm Bureau Wealth Management is the access you’ll have to industry

professionals, resources, and financial support necessary to help you

accomplish more for your clients. From day one, you’ll receive:

  • ·Partnership opportunities with over 1700 agents to provide local

financial advisory services to more than 540,000 existing client/members


  • ·Company provided turn-key office storefront

  • ·Support staff based on the size and clientele base of your business,

at no cost to you

  • ·Personalized website, marketing and advertising resources

provided

  • ·No cost technology package that includes all equipment, hardware

and software, and support


  • ·Aggressive compensation grid and benefits package

  • Incentive travel and awards


www.BeAFarmBureauWMA.com 


Series 6 or 7, 63, 65 or 66 required


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We are looking for an energetic, self-driven Account Manager to join our office in suburban Cleveland. In this new role, you will lead the sales efforts to existing clients of our industry leading MyRIACompliance solution which is an online software as a service (SaaS) technology and services platform that helps over 1,800 registered investment adviser (RIA) firms automate and better manage regulatory compliance requirements. You'll join an experienced team and have a tremendous opportunity to grow within our company. You must be comfortable colloborating with the existing client services and sales teams to help educate our clients on the latest new products and services available to them.


You can learn more about our team and company culture here: https://www.riainabox.com/our-company

 

What you’ll do:


  • Uncover potential client upgrade and new product sales opportunities by reaching out to target clients

  • Respond to client inquiries related to upgrades and new products

  • Demo our regulatory compliance software platform on a daily basis

  • Be the subject matter expert for our cybersecurity and employee trade monitoring products

  • Work closely with the broader sales team to help discover new areas of opportunity

  • Track and forecast all activities via Hubspot and Salesforce CRM

 

What we’re looking for:


  • Enthusiasm for helping fellow entrepreneurs improve their business

  • Passion for working in a fast-paced, small company environment

  • Desire to learn, be coached, and succeed in software sales and account management

  • Willingness to make targeted outbound calls as part of the prospecting process

  • Ability to write succinct, but thoughtful emails

  • High level of organization and self-motivation

  • 2-5 years of prior sales and/or account management experiences is preferred, but not required

  • Bachelor's degree

 

Benefits:


  • Attractive base salary + performance based bonus

  • Three weeks paid time off, plus holidays

  • Exceptional medical, dental, and 401k plan benefits

  • Directly contributing to the growth and success of a rapidly growing business

  • Flat organizational structure

  • Ongoing professional development and direct training

  • Fun and casual office environment in suburban Cleveland in the new Pinecrest development


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Coldstream Wealth Management is an employee-owned firm providing customized portfolio management, sophisticated financial planning, and personalized client services to high-net-worth individuals and families…But our true purpose goes beyond day-to-day financial management. We believe in fostering lifelong connections with our clients based on a shared belief that working hard, staying humble, and paying it forward are the keys to a happier, more meaningful life.  


That’s why we are looking for an experienced marketing professional who can help cultivate that sense of belonging through thoughtful, purposeful communications that support our relationship-building activities. Like our other team members, this person is a self-starter who is organized, highly motivated, comfortable multitasking, eager to learn, takes ownership of projects, and communicates proactively. The Marketing Manager will report to the COO and work closely with our part-time senior-level marketing consultant on expressing our brand in new and compelling ways.


Pay and benefits are competitive, including annual performance-based bonus, fully-paid medical/dental/vision, 401(k) with company match, subsidized parking or fully-paid transit pass, and training/certification reimbursement. Fringe benefits include an excellent location across from Downtown Park in Bellevue, fully stocked kitchen for your snacking needs, and colleagues who are dedicated to making the work environment welcoming and fun.


Specific responsibilities will include:

·        Build an action-oriented annual marketing plan. With full support of senior leadership, identify strategies and tactics that deepen client relationships, promote Coldstream as the firm of choice for high-net-worth individuals, and raise the firm’s overall profile in the community. Recommend the firm-wide marketing mix and associated budgets, then manage to them throughout the year. We are interested in both traditional and nonconventional approaches that span multiple channels, from print communications to digital marketing to PR, events, and advertising.


  • Create captivating communications that express our brand purpose and promise. Develop and manage a robust library of marketing materials, including print materials (presentations, proposal templates, bios, brochures), digital content (website, blogs, social media posts), and email communications (building templates, pulling lists, etc.). Work closely with stakeholders to secure approvals and spark ideas for additional marketing tools that drive engagement.

·        Generate advertising that drives awareness of and interest in our unique approach. In collaboration with in-house designer and other resources, develop and execute print and digital campaigns, sponsorships, and other advertising opportunities. Assist with identifying appropriate media placements and managing retargeting ads, A/B testing and optimization, campaign results tracking, etc.

·        Engage our community with a winning PR strategy. Lead article generation and placement in magazines and newspapers, drive traffic to company website, and implement traffic monitoring. Integrate PR strategy with online and print ad campaigns, retargeting ads, etc.

·        Develop a social media strategy that gets people talking. Leverage our stable of industry experts, retired athletes, and other community partners to attract quality followers and cultivate prospective clients. Help followers feel heard and appreciated.

·        Plan exciting events and educational seminars that connect us with clients and prospects. Handle all planning and execution, including creation of event themes and goals, event communications, and day-of logistics. Coordinate presentation materials and handouts, collect feedback, and manage follow-ups.


We are looking for a candidate who has:


  • -10+ years of hands-on experience developing and executing marketing plans, materials, communications, and events

  • Desire to both drive broader strategy and execute day-to-day tasks

  • Understanding of best practices across multiple marketing channels

  • Proficiency with Microsoft Outlook, Word (including mail merges), Excel, PowerPoint, and WordPress.

  • Excellent communication skills (written, verbal, presenting, and listening)

  • Ability to work independently, execute plans, and make good decisions and adjustments along the way

  • Strong time management and prioritization skills and attention to detail

  • Experience in professional services firms or other relationship-driven organizations is preferred

  • Bachelor's degree in marketing or a related field is preferred

  • Experience with email marketing platforms like Constant Contact and Campaign Monitor, Adobe InDesign, Illustrator, and Photoshop, and/or CRMs is a plus


For more on Coldstream, please visit www.coldstream.com.


For confidential consideration, please apply at: careers@coldstream.com


Coldstream is an Equal Opportunity Employer.


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We are looking for an energetic, self-driven Account Manager to join our office in suburban Cleveland. In this new role, you will lead the sales efforts to existing clients of our industry leading MyRIACompliance solution which is an online software as a service (SaaS) technology and services platform that helps over 1,800 registered investment adviser (RIA) firms automate and better manage regulatory compliance requirements. You'll join an experienced team and have a tremendous opportunity to grow within our company. You must be comfortable colloborating with the existing client services and sales teams to help educate our clients on the latest new products and services available to them.You can learn more about our team and company culture here: What you’ll do:Uncover potential client upgrade and new product sales opportunities by reaching out to target clientsRespond to client inquiries related to upgrades and new productsDemo our regulatory compliance software platform on a daily basisBe the subject matter expert for our cybersecurity and employee trade monitoring productsWork closely with the broader sales team to help discover new areas of opportunityTrack and forecast all activities via Hubspot and Salesforce CRM What we’re looking for:Enthusiasm for helping fellow entrepreneurs improve their businessPassion for working in a fast-paced, small company environmentDesire to learn, be coached, and succeed in software sales and account managementWillingness to make targeted outbound calls as part of the prospecting processAbility to write succinct, but thoughtful emailsHigh level of organization and self-motivation2-5 years of prior sales and/or account management experiences is preferred, but not requiredBachelor's degree Benefits:Attractive base salary + performance based bonusThree weeks paid time off, plus holidaysExceptional medical, dental, and 401k plan benefitsDirectly contributing to the growth and success of a rapidly growing businessFlat organizational structureOngoing professional development and direct trainingFun and casual office environment in suburban Cleveland in the new Pinecrest development


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Prestige Wealth Accounting Group is committed to integrity, knowledge and first-class service. We are a premier accounting firm with a location in Millburn, New Jersey that assists our clients using our proactive CPA Services designed to provide concepts and strategies to help our individual and business clients minimize their taxes and simplify their financial life. We partner with Prestige Wealth Management Group to provide clients with comprehensive wealth management and tax services.


Accounting Manager

 

In addition to a competitive base salary, employees receive a substantial benefits package that includes: Comprehensive Health/Life/Disability Insurance, Health Club Membership and a 401(k)/Profit-Sharing Plan. We can offer you an exciting, fast-paced working environment, a culture of mutual respect, commitment to maintaining the highest ethical standards and the opportunity to play a vital role in our growth.

 

 About the job:

 

We are continuing our growth objectives and are seeking a Accounting Manager to join our firm. Reporting to the CEO of Prestige Wealth Management Group, this position will manage the tax and accounting staff and is responsible for preparation of income tax returns and for providing accounting services to high net worth individuals, families and business executives. This includes new client acquisition, managing existing client relationships as well as leading the tax and accounting team. Communication skills are critical as this position requires significant contact with clients and new business prospects. Accordingly, candidate must possess effective oral and written communication skills, as well as the interpersonal skills needed to successfully interact with prospects, clients, financial professionals and other associates.

 

Characteristics:

 


  • Must be driven to bring in new business

  • Must have good presentation skills for prospect & client events

  • Must possess the ability to multi-task in a fast paced environment and execute tasks within deadlines

  • Must be detail oriented and self-motivated

  • Must have, and must project, a desire to provide high level client satisfaction

  • Must be an effective, positive and solution-oriented leader

 

 Experience:

 


  • At least 7-10 tax seasons preparing individual, partnership, corporate and fiduciary tax returns including e-filing

  • At least 7-10 years of accounting and bookkeeping experience, including accounts receivable, accounts payable and preparing internal financial statements, reviews and compilations for small companies (typically $1 million to $10 million in revenue)

  • At least 5 years of experience managing tax and accounting staff

 

Technical Skills:

 


  • Expertise with computerized small business accounting software including QuickBooks 

  • Expertise with tax return preparation software including LaCerte.

  • A high level of proficiency with current business software applications including Microsoft Office Suite, Adobe PDF and Windows-based CRM applications

 

Education/Licenses:

 


  • NJ CPA License

  • Bachelor’s Degree

 

If you have the drive and self-motivation to become a great asset to our team, we would like to hear from you!


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Job Description


Rapidly growing Providence based investment firm is looking to add to their tight knit team. The position demands an aptitude for general ledger bookkeeping (QuickBooks), diligent attention to detail and confidentiality.


The other half of the position is focused on managing the office in a growing, dynamic environment. This is the aspect of the job the firm believes can be exciting to the right candidate. The firm is looking for someone who can thrive in a team-oriented environment and someone who is flexible enough to wear different hats when necessary.


The position will start off at roughly 30 hours per week (flexible, Part time). However, the firm hopes the position will grow into a full-time opportunity within a year’s time. The firm reserves the right to expand the role dependent upon the candidate’s qualifications and ability to grow with the role.


 



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Fort Lauderdale: Executive administrative assistant position available. The candidate chosen will be working very closely with the president of the company, and in addition to various operational duties the candidate will spearhead various business development efforts and assist in the growth of the company. This will include social media management, product research, bookkeeping, human resources, event planning, etc. Flexible schedule and some travel may be required. Compensation commensurate with experience.


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The Wealth Management Advisor Career WHAT WE ARE LOOKING FOR: To become an advisor with our firm, we expect individuals to be energetic, a self-starter, highly disciplined, responsible, organized, people oriented, ethical and committed to excellence. WHAT WE OFFER: Training & Development Program; Competitive Pay (salary + bonuses + full commission); Support, Mentoring & Guidance; Established Business Platform. Founded in 1960 (incorporated in 1966), Strategic Wealth Advisory Group is affiliated with Allied Wealth Partners, an advisory firm on the cutting edge of the marketplace and offers a robust package of technology and software, including investment profile software and comprehensive insurance proposal and analysis presentation materials. Becoming a Financial Advisor at Allied Wealth Partners is not just another job; it’s a rewarding, lifelong business. WHY US? Allied Wealth Partners separates itself from traditional, large investment firms. As a part of our firm, you will not be motivated by selling one provider’s proprietary products. Instead, you will have access to a wide variety of products and services from the leading companies in the industry allowing you to meet your clients’ individual needs. There are no proprietary quotas, and our advisors aren't required to sell specific types of business or products. We are a group of interdependent associates with a strong culture fostered by mentoring and joint work. We believe in an abundance mentality we all earn more and can be more successful working together than on our own. We are committed to and celebrate the success of our associates and firm as a whole. Allied Wealth Partners builds its clientele on the referral basis only and does not mass-market products. It is in this same methodology and precision that we only hire a few selected candidates who are committed to a financial services career. Think personalized solutions, extraordinary service and innovative products. Think success. That is the Allied Wealth Advantage We look forward to the opportunity to speak with you and we hope you have what it takes to be a part of our professional organization.


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