- Unknown (New York, NY)
- Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the ... Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join its...to HNW/UHNW client service or financial planning. A CFP(R) certification or coursework completion is strongly preferred, as is… more
- Unknown (New York, NY)
- Senior Wealth Advisor About the Company Respected wealth advisory firm Industry Financial Services Type Privately Held About the Role The Company is seeking a Senior ... Wealth Advisor to join their dynamic team. The successful candidate...and financial planning expertise. Applicants must have a CFP certification , a minimum of 10 years' of wealth management… more
- Unknown (Locust Valley, NY)
- …cash management, and risk mitigation. The successful candidate will be a trusted advisor , a collaborative business partner, and will play a central role in guiding ... a relevant field, and an MBA, CPA, and/or CHAE certification is a plus. The CFO will be expected...culture of continuous improvement and financial excellence. Hiring Manager Title General Manager Travel Percent Less than 10% Functions Finance… more
- New York State Civil Service (Scotia, NY)
- …HELP No Agency Military and Naval Affairs, Division of Title Resource Advisor Occupational Category Clerical, Secretarial, Office Aide Salary Grade 14 Bargaining ... Management Officer (CFMO) and/or other appropriate supervision, the Resource Advisor Titles provide financial advice, accounting, bookkeeping and resource… more
- PNC (Buffalo, NY)
- …and have an opportunity to contribute to the company's success. As an Investment Advisor III within PNC's Private Bank organization, you will be based in Erie, PA. ... PNC Bank's Northeast PA offices (Warren, Sharon, or Meadville, PA) As an Investment Advisor III, you will manage a full book of business of 80-90 investment client… more
- Northwell Health (Manhasset, NY)
- …of collaborating with Service Line Leaders in Quality and Safety, Operations and Finance and Quality Improvement and Research Efforts related to data. Shapes the ... standardize on hardware and software usage. + Serves as a consultant and advisor to senior IT leadership on advanced technologies and evaluates the business impact… more
- H&R Block (New York, NY)
- …It would be even better if you also had + CPA or Enrolled Agent certification + Experience completing complex tax returns + 5+ years of experience in accounting, ... finance , bookkeeping or tax + Experience conducting virtual tax interviews that create confidence in clients + Tax planning and audit support experience + Sales… more
- World Wide Technology (New York, NY)
- …Responsibilities:** **Maximize Account Engagement** + Engage as a trusted C-suite advisor to shape and advance Microsoft Cloud and AI transformation opportunities ... strategic buying decisions **Technical Leadership** + Serves as a trusted advisor to clients, adeptly understanding their unique needs and crafting tailored… more
- World Wide Technology (New York, NY)
- …with business goals and client needs. The Director serves as a trusted advisor to clients, guiding them through technical transformations and ensuring the delivery ... through technology. **Job Responsibilities** + Engage as a trusted C-suite advisor to shape and advance Microsoft Digital Workplace transformation opportunities in… more
- World Wide Technology (New York, NY)
- …into scalable, secure, and operationally sound architectures. As a trusted advisor , you will guide organizations through solution design and adoption, influence ... adoption and optimization of Microsoft Security capabilities, serving as a trusted advisor to executives and technical stakeholders. + Maximize Account Engagement -… more
