5 financial services jobs found

Head of Financial Planning/Investments - REMOTE This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Head of Financial Planning/Investments. In this role, you will lead the investment services area, oversee project planning and execution, and drive revenue growth through developing sales strategies and managing key client relationships. Your strategic thinking and proven sales leadership will significantly impact our mission of providing exceptional financial services to our members. This is a unique opportunity to engage with cross-functional teams and implement holistic financial plans that align with the best interests of our clients. Accountabilities Establish and execute the Wealth Management strategy by engaging members and collaborating with cross-functional teams. Promote the services and expand the member base through comprehensive financial plans and tailored investment advice. Serve as the primary liaison between the...

Our Company: We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block! What you'll do...: As an Operations Admin, you will be r esponsible for providing d istrict (s) operational and hiring support, ordering supplies, and general administrative duties as related to the overall office’s operations.     Day to day you'll …   Provide seasonal hiring support in the H&R Block applicant tracking system and administrative support to the District Operations Coordinator (DOC) supporting the overall district(s) offices   Provide hands on Tax...

If you love helping entrepreneurs turn dreams into thriving businesses — this is YOUR moment to make an impact!   CPLC Prestamos is an award-winning Community Development Financial Institution (CDFI) and Community Development Entity that has provided small business loans and high-quality technical support services to business owners in underserved communities since 1980. CPLC Prestamos now offers loan products, business consulting services and investment opportunities in Arizona, California, Nevada, New Mexico and Texas. HOW WILL YOU MAKE AN IMPACT IN THIS ROLE? As a Growth Advisor, you’ll serve as a dedicated partner to small business owners in our SBA Microloan Program - guiding them toward stability, sustainability, and success. You’ll provide one-on-one consulting, conduct on-site visits, and offer hands-on strategic support tailored to each client’s unique needs. You’ll help business owners strengthen operations,...

About Us: New Reach is a company based in Tempe, Arizona staffed with eLearning and marketing experts dedicated to advancing and improving the information-age through financial literacy. We are building a new, emboldened class of entrepreneurs, and our mission is simple: Unlock financial freedom through practical and actionable education. So how do we do it? New Reach offers online courses to those interested in learning about financial freedom. These courses range from Wholesaling to Investing to Publishing, and offer our students a unique and hands-on experience to grow their network, skills and abilities, while utilizing industry experts to make the experience relevant, fruitful and fun! Put simply, we are striving to change the world of education in order to make life better for our students and their businesses or work ventures. Currently supporting thousands of students, New Reach is making a powerful and lasting impact on the communities it serves. Because of...

The Manager of Title IV is a leadership role responsible for ensuring the efficient, compliant, and effective administration of federal student aid programs within an institution. This position oversees the daily operations of Title IV programs, State Grants, and Private Loans. Key responsibilities include tracking fund allocations, managing disbursements, and supervising staff involved in financial aid processes. The manager will lead projects for the Title IV Compliance team, manage personnel, provide internal and external training, and maintain the operational calendar. This role is essential for enhancing student communication and engagement with external partners. The manager will update policies and procedures, as well as monitor various projects, initiatives, and technologies within the Office of Financial Aid and Scholarships (OFAS). In collaboration with OFAS leadership, staff, and other campus partners, the manager provides critical support to students. The position...