- 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
- JPMorgan Chase (New York, NY)
- …focus on digitalizing product workflow tools and elevating the client and advisor experience. You will contribute to investment processes, trading execution, and the ... contribute to a fast-paced agenda. Additional certifications such as CFA, CFP , or CMT are advantageous. **Key Responsibilities:** + Support cross-functional teams… more
- JPMorgan Chase (New York, NY)
- …Series 63/66 licenses are required, and additional certifications such as CFA, CFP , or CMT are advantageous. **Key Responsibilities:** + Lead cross-functional teams ... Present executive updates on performance metrics, delivery status, and client/ advisor feedback, emphasizing investment performance and trading efficiency. + Support… more
- 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
- KeyBank (Albany, NY)
- …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 ... KeyBank client relationships. **Essential Functions** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- 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
- 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 ... and written communication skills + Expert proficiency in eMoney software + CFP (R) designation required \#LI-JG3 \#LI-Hybrid Neuberger Berman is unable to offer visa… more