- Deloitte (New York, NY)
- …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 for leveraging technology and exploring new… more
- Deloitte (New York, NY)
- …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 making compensation decisions including but… more
- Deloitte (New York, NY)
- …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 The wage range for this role takes into… more
- Tompkins Community Bank (Mount Kisco, NY)
- …of experience in Wealth Management, Business Development, and Relationship Management. + CFP , CPA, or JD certification(s) preferred. Benefits + Medical + Dental + ... Vision + 401(k) Match + Profit Sharing + Paid Time Off + 11 Holidays + Tuition Reimbursement + Free Parking throughout Tompkins Community Bank + Employee Referrals EEO Statement Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with… more
- KeyBank (Tarrytown, NY)
- …7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public ... Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build trust by taking a proactive client centric… more
- City National Bank (New York, NY)
- …* Excellent business development and relationship management skills * May possess CFP and JD/LLM., State Insurance licenses, CIMA or Cannon Certified Wealth ... Strategist designation. *WHAT'S IN IT FOR YOU?* *Compensation* Starting base salary: $215,595 - $400,403 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At… more
- General Dynamics Information Technology (Rome, NY)
- …duty day + Coordinate system downtime requirements with CAOC/ADS "Comm Focal Point ( CFP )" + Monitoring the on-site and remote locations + Perform additions, changes, ... and relocations of ADCS equipment + Performs a range of technical tasks and provides site support. + Modifies, moves, and installs a range of new equipment. + Troubleshoots a range of hardware and software problems and interconnectivity issues. **WHAT YOU'LL… more
- Tompkins Community Bank (Rochester, NY)
- …expand referral opportunities. Qualifications + Bachelor's degree required; advanced degree (MBA, CFP , CTFA, or equivalent) preferred. + Minimum of five (5) years of ... relevant experience required. Progressive experience in wealth management, financial services, or related leadership roles preferred. + Comprehensive knowledge of current wealth management regulations, fiduciary standards, and industry best practices. +… more
- Guardian Life (Albany, NY)
- …have** + Juris Doctor (JD) law degree required + CPA preferred + CFP /CLU/ChFC preferred + Expert knowledge of tax planning, exit planning, business succession, ... executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers + Comprehensive knowledge of business owner marketplace and advanced markets concepts and use of… more