- Bank of America (Staten Island, NY)
- …field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained ... insurance licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building +… more
- Ankura (Lexington, NY)
- …preferred + Expert in MS Office suite + Proficiency with Primavera Project Planner + Background in damages analysis and contractual disputes + Excellent analytical ... role. This compensation range is specific to the said markets and takes into account a broad range of factors, including but not limited to skill sets, experience… more
- Publicis Groupe (New York, NY)
- …and client stakeholders to carryout best-in-class campaigns for a high-profile account . Furthermore, the Director will utilize their knowledge of content, content ... best practice in service of increasing advertising effectiveness + Work with Experience Planner and Brand Strategist, identify the role of content at a platform,… more
- Marriott (New York, NY)
- …and implementation of corrective action plans. * Reviews quarterly Meeting Planner Survey results and participates in the development and implementation of ... disability insurance, travel discounts, adoption assistance, paid parental leave, health savings account (except for positions based out of or performed in Hawaii),… more
- JPMorgan Chase (Fayetteville, NY)
- …proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals ... skills** + Certified Financial Planning (CFP(R)) or Wealth Management Certified Planner (WMCP) certification is preferred + Bachelor's degree preferred INVESTMENT… more
- Marriott (New York, NY)
- …and implementation of corrective action plans. * Reviews quarterly Meeting Planner Survey results and participates in the development and implementation of ... disability insurance, travel discounts, adoption assistance, paid parental leave, health savings account (except for positions based out of or performed in Hawaii),… more
- Deloitte (New York, NY)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST, JD, or LLM + ... identified through research projects The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions… more
- Bank of America (Brooklyn, NY)
- …exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained ... your insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral Communications + Active… more
- Deloitte (New York, NY)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, JD, ... and written communication skills The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions… more
- Marriott (New York, NY)
- …of Event Planning and Operations in his/her absence. Serves as the event planner 's primary contact (following turnover) on property and is responsible for his/her ... disability insurance, travel discounts, adoption assistance, paid parental leave, health savings account (except for positions based out of or performed in Hawaii),… more