- 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
- Fox Rothschild LLP (New York, NY)
- …(including but not limited to corporate, litigation, bankruptcy, labor & employment, tax, real estate , estate planning , estate administration, trust ... planning , trust administration, and intellectual property matters) and define relationships within the conflicts-of-interest system. + Determine when it is appropriate and/or necessary to escalate an issue to the Conflicts Counsel, or the General Counsel's… more
- BlackRock (New York, NY)
- …matter expertise, both internally and externally, around the intersection of investing, taxes and estate planning + Framing of choices and solution set + Provide ... strategies + Wealth transfer planning strategies + Trust structures + Estate planning + Charitable giving and philanthropy + Retirement planning +… more
- Robert Half Legal (White Plains, NY)
- …filing systems Trusts & Estates (T& E) + Assist in preparing wills, trusts, and estate planning documents + Support attorneys in estate administration tasks ... Real Estate Law + Prepare transactional documents for purchases and sales + Draft closing statements using Excel + Coordinate with clients and third parties to ensure smooth closings Business Law + Assist in forming LLCs and corporations + Prepare and… more
- Robert Half Finance & Accounting (Utica, NY)
- …Provide advice on investments, retirement planning , insurance, tax strategies, and estate planning . + Monitor financial markets and adjust client portfolios ... small advisory firm that offers a great package and an opportunity for succession planning into partial ownership. Please see the full job details below and apply… more
- City of New York (New York, NY)
- …handles, among other things, all of HPD's legal work related to real estate development, land-use planning , and asset management. The division's primary ... Agency's affordable housing development programs, including by advising on real estate financings, sales and leases of City-owned property, and affordable housing… more
- Charles Schwab (New York, 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
- Weill Cornell Medical College (New York, NY)
- …planning , and executive leadership. + The director will collaborate with other real estate and capital planning executives and teams to assess and manage ... Director, Research Finance & Analysis Location: Midtown Org Unit: Budget and Planning Work Days: Weekdays and some weekends Weekly Hours: 35.00 Exemption Status:… more
- Citizens (New York, NY)
- …including financial planning , investment management, insurance, and estate planning . Qualifications, Education, Certifications and/or Other Professional ... + Grow existing relationships through partnership referrals. + Tailor wealth management planning to meet client needs. + Utilize the knowledge of internal… more
- City National Bank (New York, NY)
- …services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the ... Worth or Ultra High Net Market markets * Working knowledge of financial planning , investment and/or HNW economic issues (aka "continual learner") and the ability to… more