- Kestra Financial (Cranbury, NJ)
- …a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career ... Minimum of 2 years of experience in the financial industry + Certified Financial Planner (CFP(R)) certification preferred but not required + Excellent communication… more
- Sedgwick (Newark, NJ)
- …achieve. Newsweek Recognizes Sedgwick as America's Greatest Workplaces National Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in ... Financial Services & Insurance General Product and Liability Complex Claim Advisor - Multi-State Licensing Preferred - Hybrid - Sedgwick Offices **ARE YOU AN IDEAL… more
- Sedgwick (Newark, NJ)
- …achieve. Newsweek Recognizes Sedgwick as America's Greatest Workplaces National Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in ... Financial Services & Insurance Program Implementation Advisor **PRIMARY PURPOSE** **OF THE ROLE** To serve as the subject matter expert (SME) of a single line of… more
- H&R Block (East Windsor, NJ)
- …It would be even better if you also had + Enrolled Agent or circular 230 certified + Ability to serve simple to complex tax clients + Collaboration tools such as ... Teams, customer relationship management tools + Bachelors degree or the equivalent through a combination of education and related work experience What you'll bring to the team + Take a consultative approach by identifying potential tax savings, planning for… more
- M&T Bank (Paramus, NJ)
- …and Experience Preferred:** CFP ( Certified Financial Planner) and/or CTFA ( Certified Trust & Financial Advisor ) certification Exposure to and knowledge ... as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow… more
- Deloitte (Morristown, NJ)
- …information from data + Certified Turnaround Professional (CTP), or Certified Insolvency and Restructuring Advisor (CIRA) + Proven experience effectively ... reporting and consolidations experience with a Fortune 500 organization + Certified Public Accountant (CPA)/Chartered Accountant (CA) or partial completion (at least… more
- Deloitte (Princeton, NJ)
- …compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax and can effectively address ... Management Certification) + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner… more
- MUFG (Jersey City, NJ)
- …effectively to execute required functions + Relevant professional certifications a plus + Certified Information Systems Auditor (CISA) + Certified in Risk and ... Information Systems Control (CRISC) + Certified Information Systems Security Professional (CISSP) + AWS/Azure ...organizational, and conceptual skills + Serving as a trusted advisor to the ITA BURCO + Exercises sound judgement… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …client acquisition. We are an expanding team that currently includes a Senior Advisor , Associate Advisor , and Registered Client Service Associate specializing in ... base salary.** **Essential Duties and Responsibilities** * Partners with Financial Advisor to review clients' current portfolio design, understand client goals,… more
- Teleperformance USA (NJ)
- …Operations Management) offerings. In this role, you will serve as a trusted advisor to potential clients, showcasing the value of our solutions, driving technical ... certification (eg, PMP, Agile/Scrum certifications).** **Certifications (Required):** + **ServiceNow Certified System Administrator (CSA)** **Certifications (Preferred):** + **ServiceNow … more