- House of the Good Shepherd (Utica, NY)
- …is an intentional act of kindness. And it feels great! The Case Planner role involves working closely with families to implement individualized family assessment ... or other service providers as necessary/appropriate. + Assume Lead Case Planner 's responsibilities when indicated; this could include scheduling Uniform Case Record… more
- Hilton (New York, NY)
- …travelers with 375 rooms, 375 Private Residences, 40,000 square feet of event space, holistic spa and wellness programming, and a celebrity chef partnership\. ... locations\. The ideal candidate will be a remarkable leader, exceptional strategic planner , creative thinker, with a passion for delivering unique and memorable… more
- KeyBank (Pearl River, NY)
- …S66 or S63 and S65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, Variable, and Accident/Health ... + Ability to use standard office equipment, proprietary financial services systems. + In the event you do not hold the required licenses at the time of hire, it will… more
- KeyBank (Utica, NY)
- …S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, Variable, and Accident/Health ... + Ability to use standard office equipment, proprietary financial services systems. + In the event you do not hold the required licenses at the time of hire, it will… more
- Compass Group, North America (New York, NY)
- …needs. Essential Duties and Responsibilities: + Reviews customer and meeting planner requests from the reservation system and provides equipment/assistance at the ... meetings and customers that require tech services for their events . + Follows SOPs for audio-visual support, as provided...of one year of experience supporting audio visual for events . + Proficient computer skills and knowledge of office… more
- AECOM (New York, NY)
- …services related to Aviation. Candidate will be an architect, engineer, or planner with similar credentials with subject matter expertise in the planning, design, ... region, specifically large and medium hub airports + Attend events and conferences (as well as other organizations and...diverse business partners through regular meetings or planned AECOM events + Entry and tracking program and project pursuits… more
- Equitable (New York, NY)
- …Engagement** : Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking ... : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors'… more
- Dwight School (New York, NY)
- …variety of assessment tools + Works with grade team to complete a PYP planner for every unit of Inquiry. Communication and Community Participation + Provides regular ... and procedures outlined in the Faculty/Staff Handbook. + Participates in school events , making a substantive and healthy contribution in some aspect of school… more
- JPMorgan Chase (New York, NY)
- …strategy including social media, client-specific presentation materials, and hosting client events + Embrace digital innovations to help clients become more ... skills** + Certified Financial Planning (CFP(R)) or Wealth Management Certified Planner (WMCP) certification is preferred + Bachelor's degree preferred FEDERAL… more
- Deloitte (Jericho, NY)
- …role and career. Responsibilities will include: + Assisting clients with life events for partnerships (eg, formations, mergers, initial public offerings), inside and ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD,… more
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