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

New

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

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

New

Senior Authorised Person (SAP) HV Electrical Fitter

Due to a recent contract award, we are looking to expand our team. Location of t...

Location

United Kingdom , Birmingham

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Minimum ONC in Electrical Engineering discipline or equivalent
Pre-existing authorisation to work for midlands distribution network operator (NGED) - desirable
Distribution Network experience within the Electrical Supply Industry
Ability to give direction in application of Distribution Safety Rules, safety procedures and codes of practice in combination with health & safety legislation requirements
Familiarity with relevant network diagram software programs
Customer awareness and knowledge of DNO client expectations and how to meet/exceed these
Demonstrable knowledge of the requirements of electrical projects and procedures required for delivery
Proven ability to apply relevant design/planning procedures and requirements
Proven ability to deliver projects within time, cost, quality and safety parameters
Good understanding of the asset owner interfaces and network attributes

Job Responsibility

Act in the capacity of a Senior Authorised Person (SAP) up to 33kV in accordance with the electricity supply industry Model Distribution Safety Rules (MDSR)
Responsible for electrical safety management for any project which they have made safe for others to work upon, ensuring wherever possible compliance to asset owner standards
May also have project manager responsibilities for a portfolio of projects ensuring their safe and timely delivery
Manage projects to the highest safety standards - zero harm
Responsible for site safety and work quality and compliance with health, safety, environmental and quality standards - compliance with health and safety legislation
Manage Projects to the highest electrical safety management safety standards - zero harm, network security
Manage Projects to the company Environmental Standards - zero environmental impact
Develop good relationships with clients, other service providers, architects, consultants and end customers - Increased sales and repeat business
Promote, design and deliver full project management solutions - reduced customer effort and time, ensuring value for money
Deliver the project at the expected level of safety, quality, performance and cost - continuation of work

What we offer

24 days annual leave plus bank holidays
Option to buy up to 5 additional holidays
Group Personal Pension Plan
Career development & progression with the opportunity to earn professional qualifications
24/7 access to a virtual GP and Mental health support & counselling services
Cycle to Work scheme
Discount club - supermarkets, phone bills, gyms & more
Life assurance cover
Long service recognition
Enhanced Maternity Pay

Fulltime

New

Materials associate

Location

United States , Concord

Salary:

18.50 - 27.75 USD / Hour

Advocate Health Care

Expiration Date

Until further notice

Requirements

High School Diploma or GED required
Equivalent and related work experience preferred
Depending on facility, position may require a valid driver's license (no violations in last 3 years)
Ability to work in the patient care areas independently, often under stressful conditions
Ability to support multiple function areas during the shift
Requires lengthy periods of standing and walking
Frequently requires sitting, stooping and stretching to perform job duties
Requires frequent pushing and/or pulling of equipment and supplies
Ability to lift up to 75 pounds
Ability to attend to several stimuli simultaneously

Job Responsibility

Processes transactions accurately and timely as a result of the receiving of physical goods from suppliers, or returned goods from customer departments, stock replenishments or the filling of customer orders
Executes transactions inside the management system, and utilizes both PC and RF scanner technologies to process transactions accurately
Reviews and verifies all documentation used throughout the process to ensure thoroughness and accuracy
Operates all powered and non-powered equipment in a safe manner and transports and stores all goods in a safe manner to prevent damage to the goods
Supervises the receiving and distribution of equipment and supplies
Ensures that equipment and supplies are handled, stored and maintained in secure environment
Removes non-functional equipment and supplies from service and reports problems to the proper department(s) for corrective action
Inspects working and storage areas and ensures clean and orderly conditions
Works safely
complies with all department, the System and OSHA safety regulations, as well as performs good housekeeping

What we offer

Paid Time Off programs
Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
Flexible Spending Accounts for eligible health care and dependent care expenses
Family benefits such as adoption assistance and paid parental leave
Defined contribution retirement plans with employer match and other financial wellness programs
Educational Assistance Program

Fulltime

New

Senior Software Engineer

Security represents the most critical priorities for our customers in a world aw...

Location

United States , Redmond, WA

Salary:

119800.00 - 234700.00 USD / Year

Microsoft Corporation

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Computer Science or related technical field AND 4+ years technical engineering experience with coding in languages including, but not limited to, C, C++, C#, Java, JavaScript, or Python OR equivalent experience
Ability to meet Microsoft, customer and/or government security screening requirements
This position will be required to pass the Microsoft Cloud background check upon hire/transfer and every two years thereafter

Job Responsibility

Design and implement scalable, reliable, maintainable services
Demonstrate strategic understanding of the timing and rationale for design choices, within the scope of work
Consistently contribute key ideas to the product or service design and vision that meets the customer's needs
Drive design reviews across the team and apply expertise in available technologies
Apply metrics to drive the quality and stability of code
Have a sense of pride, commitment, and personal accountability for the service quality, completeness and resulting user experience for the life of the product or service
Work closely with geographically distributed teams, including Product Managers and developers, to drive key improvements in backend Engineering System
Embody our culture and values

Fulltime

New

Senior Lead Treasury Management Consultant

Wells Fargo is seeking a Senior Lead Treasury Management Consultant within Globa...

Location

United States , Minneapolis

Salary:

175000.00 - 279000.00 USD / Year

Wells Fargo

Expiration Date

January 31, 2026

Requirements

7+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Act as an advisor to senior leadership to develop or influence Treasury Management Consulting objectives and long-term goals for highly complex business and technical needs across Treasury Management Consulting
Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple business lines, delivering solutions that are long-term, large-scale and require advanced knowledge, inductive thinking, and coordination of highly complex activities and guidance to others
Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large-scale and cross functional
Lead Treasury Management Consulting projects and teams, or serve as peer mentor
Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

!

New

Medical Assistant

The Medical Assistant will be a key contributor to our first-class care team at ...

Location

United States , Scottsdale

Salary:

Not provided

Blue Cross Blue Shield of Arizona

Expiration Date

Until further notice

Requirements

Excellent interpersonal skills to include maintaining courteous, friendly, and effective communications with patients, team members and external parties
Electronic Medicare Records experience
Customer service orientation and experience
Strong communication skills across multiple modalities
Strong collaboration skills
Empathy and advocacy
Exceptional organizational skills and are detail oriented
The ability to always maintain confidentiality
High school diploma or GED
A medical assistant certification or completed an accredited medical assistant certification program and obtain a medical assistant registration or certification within six months of hire

Job Responsibility

Establish a strong rapport with the patient, to include delivering an exceptional patient care experience
Prepare patients for their visit to include communicating details around their scheduled visit, explaining all relevant information clearly, take vitals, and complete updates to patient record as required
Prepare equipment and examination rooms, and ensure clean instruments are available for the daily care center operations
Assist provider with medical treatments, procedures, and exams
Manage inventory of medical supplies and equip exam rooms with appropriate supplies
Perform all other duties as assigned
Working hours may include extended hours
This position requires 100% on-site work at the care center location and may also involve movement between clinics as needed

What we offer

Sign-On Bonus: A one-time sign-on bonus of $1,000 will be offered upon hire

Fulltime

New

Registered Nurse

Mission Statement: Michigan Medicine improves the health of patients, population...

Location

United States , Ann Arbor

Salary:

41.78 - 64.81 USD / Hour

IntelyCare

Expiration Date

Until further notice

Requirements

Current Michigan RN license for all candidates that have passed the NCLEX
3 Years ICU RN experience
ACLS certification is required or within six (6) months of hire date

Job Responsibility

A 20-bed unit with critically ill adult patients. Patients medical diagnoses commonly include respiratory insufficiency or failure, Acute Respiratory Distress Syndrome (ARDS), hepatic failure, renal failure, sepsis, coma, hypertensive crisis, GI hemorrhage, endocrine/electrolyte imbalance and cancer/bone marrow transplant patients who are experiencing complications
Utilize the nursing process to provide primary care to critically ill medical patients/families who experience a wide variety of complex, multi-system health problems and to participate in health activities

What we offer

Excellent medical, dental and vision coverage
2:1 Match on retirement savings and immediate vesting
Generous Paid Time Off Allowances
Robust Tuition and Certification support programs
Large offering of no cost CEs and professional development for advancement
Evening Shift Differential-$3.00 / hour
Night Shift Differential- $4.00 / hour
Day Shift Weekend Differential- $2.90 / hour
Evening Shift Weekend Differential- $5.90 / hour
Night Shift Weekend Differential- $6.90 / hour

Fulltime

Senior Fiduciary Analyst & Portfolio Manager

Robert Half

Location:
United States , Concord

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 24, 2026

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