in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Responsibilities: --- Embrace the role of a structured yet coachable team player open to continued education and training from other team members --- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management --- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor --- Support clients' progress toward their
financial goals through strategic product, plan, and investment recommendations --- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Qualifications: --- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients --- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed --- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary --- Valid
FINRA Series 7 & 63/66 preferred but not required --- Requires a Bachelor's degree in business administration, finance, or other related field About Company: Through comprehensive financial planning, We help tackle the issues that matter, supporting them through important decisions.
We set ourselves apart by focusing on the individual, building a foundation that can allow those who employ our services to be successful. That same foundation is found in our company culture. Our financial professionals always work to create an inclusive environment that represents our core values: development, family, teamwork, and happiness. We are a young and agile firm that is always looking for new ways to support our talent network.
We're lifelong learners who take pride in our commitment to training and education, and we work tirelessly to help our financial professionals explore their potential. Health/vision/dental Outstanding company culture Top-tier training/education The Raleigh office is located near the PNC arena
development, industry, and personal growth. Start your path to a WG NSTAR career today! Schedule: M-F 8 Hour Days About the Role: Reporting to the Finance Director this role will be responsible for the administrative duties of the WGNSTAR US entity. The role will be broad reaching in nature and will involve monthly preparation of the financial statements, tax preparation and business reporting, including budgeting, forecasting, analysis and planning across all operations Responsibilities: Preparation of monthly management accounts and reconciliations.
Variance analysis on relevant areas, in particular margin fluctuations across different customers and regions. You will be empowered to
develop, audit, and improve internal controls and process efficiencies and take a hands-on approach to ensure company compliance with all federal, state, and local taxation, laws, and regulations.
Preparation and review of timely and accurate reports of financial performance for key business units including development of the framework for reporting KPIs. Support the annual budget process for all functional areas. Forecasting, analysis, and planning activity to support business. Support the continuous development and improvement of financial reporting systems. Project management of various projects as they arise. Qualifications: Five to ten years of financial accountancy, corporate financial
planning, or strategic finance experience. Previous experience in a managed services, manufacturing or semiconductor environment preferred.
Bachelor’s degree in finance, accounting, business administration or a related field. Certifications such as CPA, CFA, and CMA are preferred. Someone that enjoys both the accounting and the analysis/business partnering side of finance. You have a broad knowledge of generally accepted accounting principles (GAAP) and have demonstrated expertise in commercial financial planning and analysis with a high level of attention to detail. You have the ability to build effective cross-functional relationships at multiple levels.
Self-motivated and independent with strong critical thinking, analytical and problem-solving skills. Ability to effectively manage time and strong organizational skills. Excellent oral and written communication skills with the ability to interact with and influence at all levels of the organization. Must have a high level of integrity, good judgment, and maintain the confidentiality and privacy of information inherent to the role. Other compensation: We offer Benefits such as Medical, Dental, Vision, 401k, Paid Vacation, Select Holidays, Overtime Opportunities, Compressed Work Week Schedules, On-site Facilities & Career Development Opportunities.
This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. But this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. WG NSTAR does not require assistance from Recruitment Agencies. Thank you. The people who thrive most on our teams are those individuals who perform well in a team environment, enjoy interacting and engaging with several different stakeholders, adapt quickly to changing environments, and leverage their skills, quality, and knowledge to drive themselves and their teams towards continuous improvement and success.
Equal opportunities and Social Governance WG NSTAR is an Equal Opportunity Employer, drug-free workplace, and complies with ADA regulations as applicable. WG NSTAR places an immense emphasis on equal employment, encourages diversity in the workplace, and applies an open-door policy for the inclusion of all employees. Our diversity program encourages people from any gender, background, ethnicity, culture, education, and experience to join the company and more importantly, build a career through employee development.
Equal opportunities and Social Governance WG NSTAR is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable. WG NSTAR place an immense emphasis on equal employment, encourage diversity in the workplace, and apply an open-door policy for inclusion of all employees. Our diversity program encourages people from any gender, background, ethnicity, culture, education, and experience to join the company and more importantly build a career through employee development.
Through our wellness programs Globally, WG NSTAR ensures our employees and families have access to a full range of wellness services through our Employee Assistance Program (EAP). In the communities that surround our business operations, we support individual and group sponsorships for local sports and those that are vulnerable in society. Powered by Jazz HR