• Tax Senior - Sustainability - Renewable Energy

    Deloitte (New York, NY)
    …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion… more
    Deloitte (10/25/25)
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  • Tax Manager - Insurance Tax

    Deloitte (New York, NY)
    …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced ... degree such as Masters of Tax, JD, and/or LLM. + Previous Big 4 or large CPA firm experience. + Experience in the Insurance Industry and proficiency with SSAP 101. The wage range for this role takes into account the wide range of factors that are considered in… more
    Deloitte (10/25/25)
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  • Tax Senior - Insurance Tax

    Deloitte (New York, NY)
    …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Experience in the life insurance, property insurance or casualties' industry + Previous Big 4 or large CPA firm experience + Previous experience with corporate tax preparation, tax compliance, or tax controversy… more
    Deloitte (10/25/25)
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  • Summer 2026 Key Investment Services Internship…

    KeyBank (Albany, NY)
    …career at Key. **Essential Functions** + Partner with a KIS Private Client Advisor to gain hands-on experience. + Participate in client discovery and financial ... and/or data science. Participation in the Certified Financial Planner ( CFP ) program and completion of the CFP ...preferred for candidates pursuing a career as a Financial Advisor . **Skills** + Analytical Skills: Ability to analyze financial… more
    KeyBank (10/13/25)
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  • Private Wealth Relationship Manager

    Bank of America (New York, NY)
    …and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He ... the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the… more
    Bank of America (10/08/25)
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  • Key Private Bank Sr Relationship Manager

    KeyBank (Tarrytown, NY)
    …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
    KeyBank (10/17/25)
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  • Client Associate - Private Wealth Management

    Neuberger Berman (New York, NY)
    …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team managing over $2b AUM. The Client Associate enhances the client experience ... customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis...180 days) + Additional certifications such as MBA, CFA, CFP , or CIMA are beneficial but not required +… more
    Neuberger Berman (10/10/25)
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  • Wealth Strategist

    City National Bank (New York, NY)
    …Demonstrable expertise in the use of financial modeling systems such as eMoney * CFP - Certified Financial Planner credential or the ability to obtain within 24 ... months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18 months of employment *Additional Qualifications* *… more
    City National Bank (10/24/25)
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  • Senior Wealth Planner

    Neuberger Berman (New York, NY)
    …wealth planning recommendations and observations in client meetings + Supporting advisor teams and portfolio managers by providing subject matter expertise on ... verbal and written communication skills + Proficiency in eMoney software + CFP (R) designation required \#LI-JG3 \#LI-Hybrid Compensation Details The salary range for… more
    Neuberger Berman (10/10/25)
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  • Money Deputy Editor

    Dow Jones (New York, NY)
    …mission to help readers make sense of their money, from selecting the right financial advisor to getting a home equity line of credit, from choosing the right bank ... operations and search engine optimization is preferred. + Finance certification, such as CFP , is a plus but not required. + Ideal candidates will have experience… more
    Dow Jones (09/16/25)
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