- City of New York (New York, NY)
- …first aid Participate in agency wide activities for emergency preparedness. Preferred Skills: *Knowledge of or experience with School Health *Effective communication ... and interpersonal skills * Ability to communicate effectively with students and adults; ability to have sensitivity when working with all racial, disability, linguistic and socioeconomic groups. - Ability to travel citywide and work occasional nights and… more
- Deloitte (New York, NY)
- …attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred : + Advanced degree such ... as Masters of Tax, JD, and/or LLM + 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 + Previous Big 4 or large CPA… more
- Deloitte (New York, NY)
- …Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI 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
- 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 (Marlboro, NY)
- …Avenue - Marlboro, New York 12542 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... , GED or equivalent business experience (required) or + Bachelor's Degree ( preferred ) **Experience Qualifications** + Minimum of 1 year experience in developing… 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 Key Bank communities. FWA's ... capabilities within Key. (required) **Licenses and Certifications** + Notary License ( preferred ) **Tactical Skills** + Is knowledgeable about the client's accounts… more
- Principal Financial Group (Albany, NY)
- …of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain ... with CRM and planning systems. + Guide UI development for seamless client- advisor interactions across chat, video, and co-browsing experiences. + Build and scale… 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
- Stony Brook University (Stony Brook, NY)
- …organization. Experience advising executive leadership in high-stakes environments. ** Preferred Qualifications:** Advanced degree (foreign equivalent or higher). Ten ... under pressure. The AVP will serve as a trusted advisor to the VP of Marketing and Communications (MARCOM)...vision and values grounded in a well established trusted advisor mantra and ecosystem mindset. In-person presence during critical… more
- Deloitte (New York, NY)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... degree such as MST, JD, or LLM + Prior Big 4 experience + Strong communication, interpersonal, and organizational skills + Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through… more