- Deloitte (New York, NY)
- …attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Charged Financial Advisor (CFA) Preferred + Advanced degree such as ... MST, MAcc, JD or LLM + Demonstrated sound judgment and instincts in evaluating complex scenarios + Demonstrated effective research, and verbal and written communication skills + Aptitude in MS Project, Word, Excel, and Visio + Previous Big 4 experience +… more
- CUNY (New York, NY)
- Academic Advisor - Multiple Positions - Office of Advising, Division of Student Affairs **POSITION DETAILS** Hunter College is seeking multiple Academic Advisors. ... relationships with strategic partners such as Admissions, Career Development Services, Financial Aid, Pre-Professional Advising, and the Learning Centers. + Assists… more
- CUNY (New York, NY)
- Student Career Advisor - Cooperman Business Center, Division of Student Affairs **POSITION DETAILS** The Student Career Advisor will report to the Student Career ... addition to the CUNY Title Overview, the Student Career Advisor will be responsible for the following duties: +...to scheduling interviews. + Liaise with the Office of Financial Aid to ensure accurate application of tuition assistance,… more
- JPMorgan Chase (North Bellmore, NY)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your… more
- Research Foundation CUNY (New York, NY)
- Job Title: CUNY EDGE Advisor PVN ID: CC-2507-006929 Category: Instruction and Social Service Location: The CITY COLLEGE of NEW YORK Job Description General ... continuous improvement. Other Duties Reporting to the Director of CUNY EDGE, the Advisor will be responsible for the following: + Supporting the program's efforts to… more
- JPMorgan Chase (New York, NY)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a… more
- KeyBank (Albany, NY)
- …+ FINRA License S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner (CFP) ( preferred ) + Resident State Insurance Licenses (Life, Variable, and ... Albany, New York 12207 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- US Bank (New York, NY)
- …66 or, Series 7 and 63/65 combination and applicable state insurance license Preferred Qualifications + Extensive knowledge in financial planning, including but ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With… more
- CUNY (Bronx, NY)
- Admissions Advisor **POSITION DETAILS** Lehman College, of The City University of New York, ranks among the top five institutions in the nation for fostering social ... Associate Director of Undergraduate Admissions and Recruitment, the Admissions Advisor coordinates and contributes to student recruiting activities. GENERAL DUTIES… more
- KeyBank (Brewster, NY)
- …- Brewster, New York 10509 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and ... financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank… more