- 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
- Citizens (Williamsville, 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
- Bard College (Annandale On Hudson, NY)
- …for Simon's Rock, the Simon's Rock endowment, corporate and foundation support, and estate planning from individual donors. The Annual Giving Manager plays an ... and other platforms. Additionally, the Manager will lend essential support to the planning and execution of alumni and parent focused events and will contribute… more
- KeyBank (Tarrytown, NY)
- …to ensure investment advice is integrated with all other client plans (tax, estate planning , retirement, etc.). + Provide timely feedback to the Relationship ... team to ensure that investment advice is integrated with all aspects of clients' planning and personal goals. This position collaborates and performs as part of the… more
- Comerica (New York, NY)
- …book of business by providing insight to specific trust documents, overseeing overall estate planning , and working directly with our Financial Advisor partners. ... activities, coordinating with outside CPAs and advisors. Provides comprehensive wealth planning advice to clients. May participate in projects which affect the… more
- Comerica (New York, NY)
- …business by providing by insight as to specific trust documents and overall estate planning . This position's direct involvement in business development is ... activities, coordinating with outside CPAs and advisors. Provides comprehensive wealth planning advice to clients. May participate in projects which affect the… more
- Comerica (New York, NY)
- …(UHNW) relationships by providing insight to specific trust documents, overseeing overall estate planning , and working directly with our Financial Advisor ... activities, coordinating with outside CPAs and advisors. Provides comprehensive wealth planning advice to clients. May participate in projects which affect the… more
- Guardian Life (New York, NY)
- …of life insurance products and sales concepts using life insurance, such as Estate Planning , Retirement Planning and Wealth Accumulation + Excellent ... written and oral communication skills + Ability to work independently with the organizational skills to effectively manage your practice while consistently and reliably providing solutions to your field force clientele, focusing on detail, innovation and… more
- Bard College (Annandale On Hudson, NY)
- …Simon's Rock, the Simon's Rock endowment, corporate and foundation support, and estate planning from individual donors. The Assistant Director of Institutional ... as they emerge. Additionally, the Assistant Director plays a key role in the planning and execution of alumni and parent focused events and contributes directly to… 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