Senior Fiduciary Analyst & Portfolio Manager Job at Robert Half (Concord)

Senior Wealth Advisor

The Partner, Market Leader is a player/coach who acts as a senior wealth advisor...

Location

United States , Chicago

Salary:

300000.00 USD / Year

FlexProfessionals

Expiration Date

Until further notice

Requirements

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
10+ years of job-related experience
Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Experience utilizing financial planning software
Expert at collaboration and willing to help others
Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews

Job Responsibility

Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills
Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions
Leverages the firm’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
Ensures adherence to compliance and regulatory policies as well as company standards of client care
Acts as a fiduciary, placing client interests and outcomes first
Acts as a senior wealth advisor while leading a small team of other advisors
Focuses on deepening relationships with an established base of high-net-worth clients and organically growing their practice through referrals
Plays a key role in apprenticing and developing advisor team members to maximize client excellence and growth

What we offer

Competitive benefits including health/dental/vision and 401 K
Additional benefits include employee assistance programs, wellness programs, parking, commuter benefits, and life insurance

Fulltime

Partner, Senior Wealth Advisor

The Partner, Market Leader is a player/coach who acts as a senior wealth advisor...

Location

United States , Detroit

Salary:

170000.00 - 300000.00 USD / Year

FlexProfessionals

Expiration Date

Until further notice

Requirements

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
10+ years of job-related experience
Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Experience utilizing financial planning software
Expert at collaboration and willing to help others
Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews

Job Responsibility

Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills
Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions
Leverages the firm’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
Ensures adherence to compliance and regulatory policies as well as company standards of client care
Acts as a fiduciary, placing client interests and outcomes first
Acts as a senior wealth advisor while leading a small team of other advisors
Focuses on deepening relationships with an established base of high-net-worth clients and organically growing their practice through referrals
Plays a key role in apprenticing and developing advisor team members to maximize client excellence and growth

What we offer

Competitive benefits including health/dental/vision and 401 K
Additional benefits include employee assistance programs, wellness programs, parking, commuter benefits, and life insurance

Fulltime

New

Assistant General Manager

As an Assistant General Manager at The Botanist, you will balance your time betw...

Location

United Kingdom , Cardiff

Salary:

40000.00 GBP / Year

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Appraisals
1:1 meetings
HR issues
recruitment
Leading Duty Managers
Tracking performance

Job Responsibility

Managing the Restaurant and Bar Managers
Working closely with the Senior Kitchen team
Taking on responsibility of appraisals, 1:1 meetings, HR issues and recruitment
Being the go-to person for the whole team
Executing the overall strategy and vision
Leading the Duty Managers
Tracking performance of Duty Managers

What we offer

AGM Bonus Scheme (market leading)
50% discount for you and up to 5 guests when dining at any of our restaurants
Free meals on shift
Your birthday (and the day after) are guaranteed off
Education subsidies
Access to the TRONC pot via TiPJAR
Wagestream
Discounts on market leading brands
Withdraw up to 50% of live earnings
Hospitality Action support

Fulltime

New

Activities Co-Ordinator

As an Activities Coordinator you will be required to create ideas, organise soci...

Location

United Kingdom , Southport

Salary:

13.45 GBP / Hour

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Previous experience within a similar setting, ideally with groups of people who have a variety of needs and tastes
Calm, dependable, and compassionate
Comfortable working independently
Genuinely motivated to make a difference

Job Responsibility

Create ideas, organise social and recreational events, both in and outside of the home
Consult with residents to identify their social and recreational interests, generate enthusiasm and support the delivery of these activities
Plan and implement a wide range of activities to support the physical and mental wellbeing of residents

What we offer

Real Living Wage
2 weekly pay
28 days annual leave (pro rata)
Paid DBS
Free parking
Full induction before your first shift
Ongoing training and development
Career progression through Dovehaven Training Academy
Uniform provided

Fulltime

New

In Room Dining Coordinator

The Four Seasons Resort Lāna’i is looking for an In Room Dining Coordinator who ...

Location

United States , Lana'i city

Salary:

24.59 USD / Hour

Four Seasons

Expiration Date

Until further notice

Requirements

Successful candidate must possess legal work authorization in United States
The hospitality business functions seven (7) days a week, twenty-four (24) hours a day and scheduled days and times may vary based on need. Holidays and weekends availability is required
Required by the Hawaii State Department of Health to obtain a Tuberculous (TB) clearance card and Hawaii Food Handler’s Card
Maui Liquor Card Preferred, but not required
Ability to stand for extended periods, lift up to 30 lbs, and push/pull as needed during shifts
Demonstrates strong customer‑service focus with keen attention to detail, professionalism, and composure in a fast‑paced, high‑volume environment
maintains an organized workspace and collaborates effectively within a team
Possesses excellent communication and telephone etiquette, solid menu and ingredient knowledge, and the ability to multitask and prioritize orders
proficient in basic computer systems and POS platforms, with the ability to communicate accurately and professionally by phone

Job Responsibility

The In Room Dining Coordinator manages guest in‑room dining orders via phone, iPad, and messaging platforms, ensuring accurate communication of special requests to the kitchen
coordinates timely delivery of all orders in accordance with Four Seasons standards
prepares, organizes, and follows through on all guest amenities to ensure a seamless and elevated guest experience
Anticipate guest needs, ascertain satisfaction, and offer suggestions, and respond urgently and appropriately to guest concerns and requests
Utilize hotel computer systems and point‑of‑sale platforms to accurately enter and communicate guest in‑room dining orders, including all special requests, dietary restrictions, and allergy information, to the culinary team
Review completed kitchen orders against the original guest request to ensure accuracy, presentation, and quality prior to delivery
Coordinate timely and seamless delivery of in‑room dining orders by Room Service Servers to maintain optimal food quality and an elevated guest experience
Properly and accurately close guest checks, record charges and gratuities, and ensure all transactions are completed in accordance with Four Seasons standards
Meticulously document and manage guest preferences, special instructions, dietary needs, and daily amenity deliveries, maintaining accurate and organized records at all times
Answer incoming calls using warm, professional, and efficient telephone etiquette while gathering all necessary information to process guest orders

What we offer

Hourly Rate: $24.59
100% Employer contributed Medical, Dental, and Vision benefits
Competitive wages and other benefits (Retirement Plan, Wellness Credit, etc) as well as Paid Time Off & Holiday Pay
Inclusive and diverse employee engagement & recognition events all year-round
Complimentary stays and exclusive discounts at Four Seasons Worldwide
Complimentary Employee Meals & Dry Cleaning for Employee Uniforms
Owner subsidized on-island housing, inter-island airfare to Oahu and other resources
Comprehensive learning and development programs to help you master your craft
Energizing Employee Culture where you are encouraged to be your true self!

Fulltime

New

Care Assistant

Care Assistant (Days or Nights) at Argyle Park Care Home, Southport. 22 or 44 ho...

Location

United Kingdom , Southport

Salary:

13.50 GBP / Hour

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Calm, dependable, and compassionate
Comfortable working independently (especially at night)
Team players who support others
Genuinely motivated to make a difference
Enhanced DBS required

Job Responsibility

Personal care delivered with dignity
Supporting emotional wellbeing
Encouraging independence where possible
Working closely with your team to maintain a safe environment
(Night roles also include light cleaning duties to support the home)

What we offer

Real Living Wage
Fortnightly pay
28 days annual leave (pro rata)
Paid DBS
Free parking
Full induction before your first shift
Ongoing training and development
Career progression through Dovehaven Training Academy
Uniform provided

New

Unit Facility Management Specialist

Location

Canada , Edmonton

Salary:

49120.00 - 67540.00 CAD / Year

IKEA

Expiration Date

Until further notice

Requirements

Minimum 3 years of related experience

Job Responsibility

Manage the facility management services of each responsible property actively throughout its lifetime including safety, compliance, maintenance and improvement to ensure a safe and operational environment for the business, co-workers, customers and other stakeholders
Coordinate operational tasks related to internal work and work executed by external FM suppliers in Collaborate with the Unit FM Manager
Secure FM excellence by inspecting FM services including, administrating FM tools (ex. CAFM), IWAY maintenance and spot checks
Assist in controlling costs through working in a lean, simple and cost-conscious way, encouraging colleagues to discover more effective ways of working in the FM area
Follow-up on permits, licences, certificates and reporting measures, in order to stay compliant with local and international legislation, as well as internal rules and requirements regarding the FM scope within Ingka

What we offer

Wellness days (in addition to your vacation days!)
Extended health, dental, and vision coverage (for you and your family)
RRSP with IKEA contribution matching options
Eligibility for our annual IKEA bonus incentive plan
Flexible spending account
Life insurance
Merchandise and restaurant discounts (plus free drinks and different healthy meal options in the co-worker restaurant, where available)
Parental leave
Bereavement leave
Employee assistance program (that helps you support your mental, physical, and financial wellbeing)

Fulltime

New

Nursery Cleaner

Join Our Team as a Nursery Cleaner! At Berkhamsted, we’re looking for a Cleaner ...

Location

United Kingdom , Berkhamsted

Salary:

12.71 GBP / Hour

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Previous experience working in a cleaning role
Good knowledge and understanding of COSHH guidelines

Job Responsibility

Ensure the nursery environment is spotless, hygienic, and safe for children and staff
Use time management skills to prioritise tasks and keep each area of the nursery sparkling
Take pride in creating a clean and tidy space where children can thrive

What we offer

Free childcare for the first month
52% discount on childcare
31 days of holiday inclusive of bank holidays and Christmas closure week
Birthday off
Access to The National College training and courses
Perkbox discounts
Wellbeing tools
Online medical services
Refer a friend bonuses
Long-service awards

Parttime

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Senior Fiduciary Analyst & Portfolio Manager

Job Description

Job Responsibility

Requirements

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