- KeyBank (Pearl River, NY)
- …by working the book of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow year-over-year ... New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a...or S63 and S65 Upon Hire (required) + Certified Financial Planner (CFP) ( preferred ) + Resident State… more
- KeyBank (Mahopac, NY)
- …by working the book of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow year-over-year ... **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- JPMorgan Chase (New York, NY)
- …** Preferred qualifications, capabilities, and skills** + Experience in an advisor -facing role is highly preferred . + Certified Equity Professional (CEP) ... Join JP Morgan Workplace Solutions as an Advisor Engagement Manager to lead the practice management...is preferred . JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to… more
- Deloitte (New York, NY)
- …Enrolled Agent + Alternative Certification: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred : + Advanced degree such as ... federal and state deferred tax balances. Computing tax depreciation for financial forecasts, tax provision, long-range planning, and cash-tax planning. Assisting… more
- Deloitte (New York, NY)
- …attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred : + Advanced degree such as ... federal and state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning, and cash-tax planning; + Assisting… more
- CUNY (Bronx, NY)
- ACE Academic Advisor **POSITION DETAILS** Lehman College, of The City University of New York, ranks among the top five institutions in the nation for fostering ... college degree as quickly as possible, by removing the financial , academic and personal obstacles that many students confront....information is available at www.cuny.edu/ASAP . The ACE Academic Advisor is a member of an integrated team providing… more
- Cardinal Health (Albany, NY)
- …and Cash Flow FP&A The ideal candidate should demonstrate proficiency in financial modeling, forecasting, and variance analysis. An understanding of balance sheet, ... a driven, results-focused professional to support the development of meaningful financial insights that will enable business growth and continuity. at-Home… more
- Broadview FCU (Albany, NY)
- …7 and 66 (or 63 & 65 ) licenses. Work toward obtaining advanced financial designation. CFP designation preferred . + Excellent mathematical ability + Excellent ... to the right place! Summary of Role: To provide financial service s and advice to mid-market and younger...Director and/or licensing authorities . Minimum Job Qualifications: + Preferred college degree with at least 4-7 years of… more
- Wellington (New York, NY)
- …our perspectives with those of our clients. **About the Role** **Position** The Advisor Education Marketing Strategist will bring a unique set of skills and ... education programs for the US Wealth channel, marketing investment products to financial advisors and home offices, and knowledge of portfolio construction. The… more
- City of New York (New York, NY)
- …facilitator, and schedule patients. PREFERRED SKILLS: Applicant MUST be a permanent PH Advisor or show proof they have applied to the recent PH Advisor CS ... Health Clinics requests approval to hire a Public Health Advisor ,L1 at an annual salary of $51,500. The...per a 2024 assessment. o additional health, fitness, and financial benefits may be available based on the position's… more