- Tompkins Community Bank (Rochester, NY)
- …Management Services-Ensure clients receive full-spectrum services: investment management, trust and estate planning , and financial planning . + Collaborate ... market. + Ensure delivery of complete wealth management services (investments, trust, estate , and financial planning ). + Coordinate with other Tompkins Financial… more
- New York State Civil Service (New York, NY)
- …Grants and other departments as needed. The VP will participate in the design, planning and environmental review of ESD real estate projects, oversee development ... each.. Perform regular onsite visits during design and construction.. Track Real Estate Development & Planning 's projects during construction, ensure overall… more
- Robert Half Finance & Accounting (Albany, NY)
- …plans tailored to client needs, including retirement strategies, tax optimization, and estate planning . * Conduct thorough financial analyses and prepare ... New York. This role involves assisting clients with comprehensive financial planning , including retirement strategies, tax considerations, and estate management.… more
- Robert Half Finance & Accounting (Albany, NY)
- …growth. Responsibilities include: preparing reports, projections and recommendations for financial planning ; retirement planning ; taxes; estate flowcharts; ... Description A wealth management / financial planning firm in the Albany area is seeking...years of experience in the public accounting or financial planning field. For confidential consideration or more information, contact… more
- 32BJ Benefit Funds (New York, NY)
- …Duties and Responsibilities: + Provide legal representation in civil matters, including real estate , bankruptcy and estate planning before courts and related ... venues + Engage in client intake, counseling, research, writing, oral and written advocacy and negotiations as a part of legal representation + Draft pleadings, motions, memoranda of law, discovery requests and responses, and legal correspondence + Represent… more
- JPMorgan Chase (New York, NY)
- …limited to credit and lending, multi-asset class investments, wealth advisory and estate planning . **Job Responsibilities** + Help devise customized financial ... team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As… more
- NYSERDA (Albany, NY)
- …degree and 4 years of experience particularly in architecture, engineering, real estate , urban planning , or related field with a professional certification ... degree with 5 years of experience particularly in architecture, engineering, real estate , urban planning , or related field with a professional certification… more
- Charles Schwab (Garden City, NY)
- …Planning , Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning + Ability to adapt and implement change as the ... of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client… more
- Citigroup (New York, NY)
- …and services covering capital markets, managed investments, portfolio management, trust and estate planning , investment finance and banking. By building on the ... Alternative Investments, Insurance as well as Product Specialists and Wealth Planning professionals. The Investments Experience Lead will work across the Investment… more
- Bank of America (New York, NY)
- …bank to deliver appropriate solutions spanning custom lending, trust and estate planning , philanthropic services, business sales and beyond. ... Analysis, Presentation Skills, Financial Markets expertise, Pipeline Management, Wealth Planning , Liability Management **Skills:** + Market Analysis + Portfolio… more