Financial Reporting Director directs and oversees the preparation and distribution of all periodic financial statements for external use. Ensures that reports, filings and documentation complies with company's regulations, professional standards, and SEC and GAAP reporting guidelines. Being a Financial Reporting Director confirms that entries, transactions, and accounts are accurately and properly consolidated and are included in internal and external financial statements. Advises management of trends and changes in reporting requirements and recommends best approach for any changes in reporting. Additionally, Financial Reporting Director may serve as a liaison with or oversee the work of external auditors. May direct the preparation of materials for board or shareholders. Requires a bachelor's degree of Accounting or Finance. Typically reports to top management. The Financial Reporting Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be a Financial Reporting Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
Wealth Management Client Associate (Insurance/ Investments Processor)
Who We Are:
Roberts Wealth Management, a beacon of excellence in the financial advisory landscape from Biloxi, Mississippi, is dedicated to transforming the approach to retirement planning. With over thirty years of outstanding service, bolstered by an energetic team and dynamic marketing efforts, we spearhead the development of customized financial strategies.
The Opportunity:
Are you prepared to embrace a position that truly influences people's futures? Where each task you undertake helps someone progress towards their retirement aspirations? We are on the lookout for a Wealth Management Client Associate, an integral component of our journey towards financial empowerment. Your proficiency in handling the intricacies of annuity applications, especially fixed-indexed annuities, along with life insurance and SEC-registered RIA processes, will be crucial to fulfilling our commitment to our clients: guaranteeing security, fostering expansion, and providing tranquility.
Primary Responsibilities:
Required Qualifications and Skills:
Why Join Us?
Joining Roberts Wealth Management is not just about accepting a job; it's an invitation to start a career brimming with possibilities for advancement, the fulfillment of significantly impacting people's lives, and the chance to lead in the realm of financial innovation. Your efforts will deeply affect many, leading them towards a future of financial stability and happiness. This is your chance to rise above the conventional, immerse yourself in a role of meaningful purpose, and be part of a team that prizes diligence, commitment, and a genuine will to assist others. This opportunity represents more than just a job offer; it's a call to carve out your destiny.
This position does not accept remote applicants.
Roberts Wealth Management is an Equal Opportunity Employer, committed to a diverse and inclusive work environment.
Job Type: Full-time
Pay: $60,000.00 - $80,000.00 per year
Benefits:
Compensation package:
Schedule:
Work Location: In person
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