- Lincoln Financial (Albany, NY)
- …administration and reconciliation of multiple (employee, director, and agent ) non-qualified deferred compensation plans, including enrollments, deferrals, ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Deloitte (New York, NY)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... for the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP)… more
- CRC Insurance Services, Inc. (Bronx, NY)
- …our team you will generate new business by developing relationships with broker partners. The Account Service Division (ASD) at CRC Benefits (formerly BenefitMall) ... enable individuals with disabilities to perform the essential functions. + **Life/Health Agent 's License is required.** + Bachelor's degree preferred, along with a… more
- Deloitte (New York, NY)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent Preferred: + Experience participating in strategic planning initiatives + Focus on partnership,… more
- Deloitte (New York, NY)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... for the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent Preferred: + Previous Big 4 experience + Experience with partnership, funds, and/or… more
- Deloitte (Williamsville, NY)
- …from every sector of the industry, including investment managers, broker -dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, ... for the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP)… more
- Deloitte (New York, NY)
- …funds, private equity, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. Qualifications ... for the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP)… more
- Deloitte (Jericho, NY)
- …funds, private equity, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. Qualifications ... for the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) +… more
- Deloitte (Jericho, NY)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... for the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP)… more
- Deloitte (New York, NY)
- …below based on role requirements and business approval: + Licensed attorney + Enrolled Agent + Other Certifications: + US Customhouse Broker 's License + CUSECO ... (Certified US Export Control Officer) + Where applicable, non-US citizen qualifying credentials: + Foreign equivalent of the above certifications + CUSICO (Certified US Import Compliance Officer) + Professional Accreditation in EU Customs Law (post masters)… more