35 investment counselor jobs found

MISSION To put the Christian principles of love, respect, honesty, responsibility and service into practice through programs that build a healthy spirit, mind and body for all. POSITION SUMMARY This position supports the work of the YMCA of Columbia-Willamette, a leading, philanthropic organization committed to strengthening the foundations of our communities. The Vice-President, Finance stewards the Y's cause and advocates for the Y's mission and strategic plan, promoting and protecting the brand and reputation as a global, inclusive organization. The Vice-President, Finance serves on the CEO's senior leadership team; oversees and manages financial matters, investments and information systems; and provides strategic direction and leadership for YMCA business operations and initiatives. The Vice-President, Finance also positions the Y as a community convener and collaborator to address critical social issues. OUR CULTURE · We are a group of individuals committed to love,...

There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.  ​   We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us. ABOUT THIS POSITION   At T. Rowe Price, providing world-class service to our clients is our primary goal. Grow your career with a top global financial firm with 80+ years of success in the industry. Here, e very associate contributes to the lives of those we serve for the better. We do this by building relationships that broaden our client ’ s understanding of their own retirement planning to help them achieve their long-term financial goals. Serving our retirement plan participants is at the heart of our purpose. That starts with you. Come join our team today!...

The Director, Population Health and Care Management Strategy is a key role in evaluating member outcomes and initiating population health interventions intended for Alliance Health beneficiaries.  The Director is pivotal in the development, stabilization, and strategy for Care Management programs. This includes evaluation and optimization of current activities and interventions resulting in proposals for the development of expanded CM programs to support positive member outcomes. The Director will facilitate a seamless approach to population health for the organization. This position will be primarily remote.  The selected candidate must be a NC resident and be willing to work onsite out of the Alliance Home Office (Morrisville, North Carolina) as needed. Additionally, travel may be required within NC based on business needs and community-based partnership events.   Responsibilities & Duties Data Analysis and Reporting Work with internal and external...

Position Type: RegularYour opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client...

Position Type: RegularYour opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs. To learn more about our client offerings visit: Charles Schwab - Investor Services. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor’s degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP)...

Position Type: RegularYour opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client...

Company Information: Building and Land Technology (BLT-www.bltoffice.com) is a privately held real estate private equity, development and property management firm based in Stamford, CT. Founded in 1982, BLT is vertically integrated and has invested, developed, owned and managed over five million square feet of commercial space and over 10,000 residential units. BLT is the developer of numerous residential, commercial, and mixed-use projects, including Harbor Point, a transformative mixed-use development in Stamford, CT. One of the largest redevelopments on the eastern seaboard, Harbor Point encompasses an entire neighborhood, with a full mile of waterfront, more than 4,000 residential units, and several million square feet of commercial development. BLT’s holdings include more than 100 active real estate companies, a majority interest in William Pitt Sotheby’s residential brokerage firm with 28 offices and 1,100 agents, a mortgage and insurance company as well as...

Join the Team! Is technology your passion? Do you want to work with smart, forward-thinking individuals? Do you want to grow in career you love? At Align, our professionals are the key to our success. We dont just hire talent, we invest in exceptional people who are forward-thinking, results-driven, and passionate about what they do. Were a group of tech-savvy professionals who are motivated by making an impact. Our culture is one of unbounded opportunity that celebrates the passions, skills and ideas of our teamwork hard, play hard, be smart! We believe great communities lead to great companies. Thats why we offer a dynamic workplace where you feel inspired, engaged and innovative. We offer professionals opportunities to train in the leading technologies, make an impact within the industry and acquire valuable new skills whether on client sites or in one of our regional offices. Position Overview Align provides data center white space design, consulting and project...

Join the Team! Is technology your passion? Do you want to work with smart, forward-thinking individuals? Do you want to grow in career you love? At Align, our professionals are the key to our success. We dont just hire talent, we invest in exceptional people who are forward-thinking, results-driven, and passionate about what they do. Were a group of tech-savvy professionals who are motivated by making an impact. Our culture is one of unbounded opportunity that celebrates the passions, skills and ideas of our teamwork hard, play hard, be smart! We believe great communities lead to great companies. Thats why we offer a dynamic workplace where you feel inspired, engaged and innovative. We offer professionals opportunities to train in the leading technologies, make an impact within the industry and acquire valuable new skills whether on client sites or in one of our regional offices. Position Overview Align seeks a self-motivated candidate to be part of our growing team...

Join the Team! Is technology your passion? Do you want to work with smart, forward-thinking individuals? Do you want to grow in career you love? At Align, our professionals are the key to our success. We dont just hire talent, we invest in exceptional people who are forward-thinking, results-driven, and passionate about what they do. Were a group of tech-savvy professionals who are motivated by making an impact. Our culture is one of unbounded opportunity that celebrates the passions, skills and ideas of our teamwork hard, play hard, be smart! We believe great communities lead to great companies. Thats why we offer a dynamic workplace where you feel inspired, engaged and innovative. We offer professionals opportunities to train in the leading technologies, make an impact within the industry and acquire valuable new skills whether on client sites or in one of our regional offices. Position Overview Align seeks a self-motivated candidate to be part of our growing team...

HUMAN RESOURCES BUSINESS PARTNER The Role Responsible f or delivering key human resources services to the organization including talent management, employee relations, policy & procedure interpretation, performance management, onboarding, and training. Act as a partner to leadership, operations, hiring managers and team members to ensure we are managing our human resources to be as productive as possible. This role will lead with a digital mindset, organize work practices to be efficient and collaborative, drive for results and demonstrate the role as a true talent advisor. Key Responsibilities Manage the full cycle recruiting function for a specified business unit. Maintain consultative relationships with hiring managers, manage job postings, review resumes, conduct interviews, and negotiate compensation of potential employees as needed. Ensure compliance with regulatory requirements for recruiting and screening candidates. Responsible for leading campus...

Remote Type: Remote (USA) Portland, OR Remote, KS Remote, PA Remote, USA Remote, OR Time Type: Full time Requisition ID: REQ004971 Description: At The Standard, you’ll join a team focused on putting our customers first. Our continued success is driven by a high-performance culture. We’re looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what’s right – across the company and in our local communities. We offer a caring culture where you can make a real difference, every day. Ready to reach your highest potential? Let’s work together. Job Summary: As a Sr. Attorney on the Employment team in the Legal and Compliance Department, you’ll play a key role in supporting The Standard’s efforts to comply with its labor and employment law obligations. You’ll utilize your strong collaboration skills and expertise to offer advice and counsel to key stakeholders, help proactively identify and mitigate risk,...

Description: Are you passionate about helping estate planning clients protect themselves and their families? Are you looking for somewhere that values your contribution and appreciates your hard work? Are you looking for a fresh start at a technology-forward law firm that puts life-work balance at the forefront of their thinking? Then we want to talk to you! If you are an experienced, empathetic, organized, detail-oriented, and charismatic Estate Planning Attorney who is ready to take the next step in your career, then we invite you to apply to our firm. We are selective in who we hire, and our interview process is rigorous to ensure we hire high caliber attorneys who positively contribute to our firm culture. We are an Estate Planning, Trust Administration, and Probate firm focused on leveraging technology and five-star customer service to provide clients with an experience not seen in other firms. We believe in empowering our Attorneys to go above and beyond to serve...

Description: GENERAL DESCRIPTION/PURPOSE As the Pricing Analyst, you will play a pivotal role in advancing HistoryMaker Homes into a data-driven organization. This position is responsible for providing recommendations regarding community positioning and investment opportunities. Much of your time will be spent analyzing and interpreting complex data sets to uncover actionable insights that will guide strategic decision-making across all levels of the company. If based in DFW, the role will require monthly visits to Houston and San Antonio (1 each/month). If based in HOU or SAT, the role will require a monthly visit to the other market and quarterly visits to DFW. Requirements: JOB RESPONSIBILITIES (include the following, and other duties may be assigned) Spends up to 2 days per week in the field with potential for monthly travel (up to 4 nights/month) depending on work location Presents findings and recommendations to key stakeholders and senior management Creates...

POSITION SUMMARY: The Legal Operations Coordinator position is a non-exempt position that provides administrative and document drafting support to MIMCO's legal team in all aspects of the acquisition, disposition and management of commercial retail properties. ESSENTIAL FUNCTIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Coordinate multiple legal projects at one time, such as real estate closings, litigation matters, bankruptcy filing matters. Ability to handle large projects start to finish such as identifying, evaluating and implementing a digital file management system, implementing or building an easily navigable and searchable document library. Assist with the selection and implementation of new, processes, efficiencies, and possibly software for the Legal Department. Perform various...

UCHealth (Colorado) is seeking a Clinic Mental Health for a job in Fort Collins, Colorado. Job Description & Requirements Specialty: Mental Health Discipline: Therapy Duration: Ongoing 40 hours per week Employment Type: Staff Description Location: UCHealth Mountain Crest FC, US:CO:Fort Collins Department: PVH MC OP Freestand FTE: Part Time, 0.6, 48.00 hours per pay period (2 weeks) Shift: Days Pay: $33.82 - $50.73 / hour. Pay is dependent on applicant's relevant experience Minimum Requirements: - Master's Degree in Social Work, Counseling, Psychology, or a related field. - State licensure as Licensed Clinical Social Worker (LCSW), Licensed Professional Counselor (LPC), Marriage and Family Therapist (MFT), or Licensed Addiction Counselor (ACD), or other licensure/certification may be acceptable as approved by department leadership. At UCHealth, We Improve Lives Picture yourself on a dynamic team improving lives in the following way(s): - Provides top of scope...

Customer Service Representative In-Person position located at the Woodsville Main branch in Woodsville, NH. Woodsville Guaranty Savings Bank is a community bank in New Hampshire that serves the financial needs of businesses and consumers in the area. Currently, we are looking for a Customer Service Representative in our Woodsville Main Office. Customer Service Representative's Responsibilities : Opens new accounts, explains titling options, trust accounts and investment services Manages changes to existing accounts, counsels customers on changes of ownership and terms Completes the opening, maintenance, closing and any distributions for IRA accounts Provides Teller backup services when needed to handle customer traffic Customer Service Representative's Requirements: Available to work in office located 63 Central Street, Woodsville, NH Excellent customer service skills Strong communication skills...

Overview of Role: The Deputy Compliance Director is responsible for supporting the Compliance Director in all aspects of the Fund Office’s compliance with financial and reporting regulations pertaining to the administration of its retirement and health & welfare employee benefit and other ( i.e., legal, training) funds. This responsibility includes assisting with planning, directing, developing, and implementing policies, programs, standards, and procedures to ensure compliance with all relevant local, state, and federal governmental regulations and requirements. The incumbent remains informed of all plan provisions and current in knowledge about the legal and regulatory environment governing employee benefit plans and is widely recognized by colleagues and other professionals for technical competence and advisory skills. Integral to the role is the ability to interpret and operationalize relevant laws and regulations with an eye towards operational...

Early Childhood Aide As an Early Childhood Aide with Crystal's Cuddle Bugs, you will work with children ages newborn through school-age and care for their supervision and care needs. This fun position offers a flexible work environment in a variety of classrooms. As an Early Childhood Aide, you will help our adorable group of Cuddle Bugs reach age-appropriate milestones of growth and development. Early Childhood Aide will be supported by lead staff in the classroom. Ensuring safety and supervision as well as classroom management is top priority. Come show us why you are meant to be an Early Childhood Aide at Crystal's Cuddle Bugs! Early Childhood Aides who show initiative, care, and energy are frequently promoted to teaching positions. Wages for all positions at Cuddle Bugs are based on experience, education, and performance. Wage range listed will vary depending on these factors. Full-time aides with no experience or education in childcare field typically...

Job Description: Lead Preschool 2 Teacher with Crystal’s Cuddle Bugs Childcare Program Are you a passionate and experienced early childhood educator looking for an opportunity to lead and inspire young minds? Crystal's Cuddle Bugs Childcare Program is seeking dedicated individuals with a strong background in early childhood education to join our team as a Lead Preschool 2 Teacher. As a Lead Preschool 2 Teacher with Crystal’s Cuddle Bugs Childcare Program, you will be responsible for creating a nurturing and engaging learning environment for children, guiding, and mentoring other staff members, and fostering a love of learning in our students. Key Responsibilities for Lead Preschool 2 Teacher with Crystal’s Cuddle Bugs Childcare Program: Classroom Leadership: Lead and manage a classroom of young learners ages 3-5, ensuring a safe, welcoming, and enriching environment for all children. Curriculum Development: Develop and implement age-appropriate lesson plans and...