- SMBC (New York, NY)
- …compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive ... will be in the Liquidity Management Function, which is part of the Corporate Treasury within the SMBC Americas...effective liquidity management. + Maintain the Contingency Funding Plan ( CFP ) for CUSO. Execute the annual CFP … more
- Truist (New York, NY)
- …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... + Bachelor's Degree in Business, Finance or Economics + CFP preferred or CTFA, CFA, CPA, JD or MBA...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
- SMBC (New York, NY)
- …compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive ... will be in the Liquidity Management Function, which is part of the Corporate Treasury within the SMBC Americas...the team to conduct the annual Contingency Funding Plan (" CFP ") test by performing various analyses and utilizing market/historical… more
- Truist (New York, NY)
- …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... Advanced degree or designations such as JD, MBA, or CFP + 15+ Years of fiduciary experience with a...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
- Equitable (Melville, NY)
- …: UNITED STATES-NY-Melville **Organization** : Equitable Advisors **Schedule** : Full- time **Description** **Equitable Advisors** is dedicated to making a positive ... **Work-Life Balance** : Flexible schedule to maximize productivity and personal time **Qualifications** **Skills & Experience** + **Education** : Bachelor's degree… more
- Equitable (Melville, NY)
- …services + **Work-Life Balance** : Flexible schedule to maximize productivity and personal time + **Location** : Working outside the office in local schools and ... pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own...the applicable program, as may be in effect from time to time . **Our Culture and Community… more
- Bank of America (Brooklyn, NY)
- …based on client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and engages potential new clients through referrals ... and seeks the right solutions for clients. + Efficiently manages your time and capacity. + Is thorough and thoughtful in incorporating relevant regulatory… more
- Bank of America (New Hyde Park, NY)
- …based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals ... and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory… more
- Bank of America (New York, NY)
- …based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals ... and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory… more
- Guardian Life (Albany, NY)
- …Excellent Relationship Management/Client Relations skills. + Demonstrate abilities in time management; including managing multiple projects and meeting strict ... deadlines. + Professional designation such as CLU, ChFC or CFP preferred. **Education** + Bachelor's degree required **Salary Range** $90,000 - $105,000 The salary… more
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