- Navy Federal Credit Union (Cherry Hill, NJ)
- …mixture(s) of insurance /investment products and services to achieve the financial client's goals as a registered representative/ advisor / agent of ... Overview To provide financial consulting services to assist members and non-members...to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business… more
- Navy Federal Credit Union (Cherry Hill, NJ)
- …mixture(s) of insurance /investment products and services to achieve the financial client's goals as a registered representative/ advisor / agent of ... Overview To provide financial consulting services to assist members and non-members...expertise to client investment consultations and servicing of life insurance and full suite of investment products. + Administer… more
- Deloitte (Morristown, NJ)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... compliance and consulting services to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any of these questions,… more
- Deloitte (Jersey City, NJ)
- …CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... you a senior tax professional who wants to specialize in Financial Services and Insurance ? Do phrases like "accounting for income taxes," "tax structuring," and… more
- Anywhere Real Estate (Morristown, NJ)
- …M&A, and roll-in events to drive growth. + Drive key metrics: Agent recruiting, retention, per- Agent production, adjusted gross commissions, transaction sides, ... increase market share. + Lead complex consulting engagements involving financial analysis expense management, and business planning to drive...Time + Paid Family & Paternity Leave + Life Insurance + Business Travel Accident Insurance +… more
- Axis (Red Bank, NJ)
- …Business Continuity Professional) + Experience working in regulated industries (eg, financial services, insurance ). + Familiarity with continuity platforms and ... Capital - a trusted global provider of specialty lines insurance and reinsurance. We stand apart for our outstanding...strategies, leading cross-functional initiatives, and serving as a key advisor to senior leadership and the Board. The incumbent… more
- Deloitte (Morristown, NJ)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- IBM (Paramus, NJ)
- …designing and implementing Agentforce solutions for enhanced service workflows and agent enablement. * Previous experience with Financial Services compliance ... **Introduction** At IBM Consulting, we transform Financial Services organizations by putting Salesforce at the...**Your role and responsibilities** * Serve as a trusted advisor to clients, leading the design and architecture of… more
- Deloitte (Morristown, NJ)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients,… more
- Deloitte (Jersey City, NJ)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more