- Bank of America (New York, NY)
- Wealth Management Client Associate - Bilingual Portuguese Preferred NEW YORK, New York **To proceed with your application, you must be at least 18 years of age.** ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/Wealth-Management-Client-Associate Bilingual-Portuguese- Preferred \_25030966) **Job Description:** Merrill Wealth Management is a leading… more
- KeyBank (Mahopac, NY)
- …6 - Mahopac, New York 10541 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. Personal ... , GED or equivalent business experience (required) or + Bachelor's Degree ( preferred ) **Work Experience** + Minimum of 1 year experience in developing current… more
- KeyBank (West Haverstraw, NY)
- …W - West Haverstraw, New York 10993 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. As a ... managing multiple tasks (required) **Licenses and Certifications** + Notary License ( preferred ) **Skills** + Knowledgeable about the client's accounts and business… more
- JPMorgan Chase (New York, NY)
- The Investment Associate is an integral member of the Financial Advisor 's team. An Investment Associate works in close partnership with the Financial Advisor (s) ... in conjunction with or by direction of the Financial Advisor + Market and implement complex investment solutions in...Series 7 and 66 licenses required for the position: preferred upon hiring but must be obtained within 180… more
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial Advisor (s) ... ideal candidate has a strong understanding of the Financial Advisor role and the ability to build strong relationships...+ Highly proficient user of Word, PowerPoint and Excel ** Preferred qualifications, capabilities, and skills:** + Able to adapt… more
- Capital One (New York, NY)
- …experience + At least 2 years of advisory or consulting experience ** Preferred Qualifications** **:** + Bachelor's Degree in Business Management, Compliance, Risk, ... regularly worked. McLean, VA: $170,800 - $194,900 for Compliance Advisor Sr. Manager New York, NY: $186,300 - $212,700...Manager New York, NY: $186,300 - $212,700 for Compliance Advisor Sr. Manager Plano, TX: $155,300 - $177,200 for… more
- Deloitte (New York, NY)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced ... degree such as master's in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered in… more
- 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 + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent… more
- Deloitte (Jericho, 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 working in a fast-paced, team environment + Strong verbal and written communication skills The wage range for this role takes into account the wide range… more
- Deloitte (Williamsville, NY)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced ... degree such as MST, MAcc, LLM, or JD, or related field + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) + Experience with Federal or State and Local C&I + Experience with sustainability technologies or environmental sciences +… more