- Citigroup (Hewlett, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +...a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier… more
- Deloitte (New York, NY)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... within the financial services industry + Solid experience in financial system design and implementation + Background in financial portfolio review,… more
- Deloitte (New York, NY)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...when needed, and be connected to a strong support system from firm leadership to ensure you are set… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any...when needed, and be connected to a strong support system from firm leadership to ensure you are set… more
- City National Bank (New York, NY)
- …the accounts to ensure no further trading takes place, notify the PM team and financial advisor that the account will be leaving, monitor the transfer process to ... or obtain further information/documentation. Process the requests on Pershing's system , and follow up to ensure they are processed...industry * Minimum 3 years of experience in a financial related industry * Minimum 4 years of experience… more
- Neuberger Berman (New York, NY)
- …of Sales Enablement, this role is focused on enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying gaps, and ... include CRM administration, user training, issue resolution, and coordinating cross- system data integrations and clean-ups. The successful candidate will also… more
- Deloitte (Jericho, NY)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST or ... when needed, and be connected to a strong support system from firm leadership to ensure you are set...state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning, and cash-tax planning;… more
- Deloitte (Jericho, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... needed, work with state of the art technology, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and… more
- Deloitte (Rochester, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to an elite group of specialists when needed, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and… more
- Mohawk Valley Health System (Utica, NY)
- …The Physician Advisor guides the team to improve clinical and financial outcomes with documentation and clinical education. Core Job Responsibilities + Educate ... PHYSICIAN ADVISOR Department: CASE MANAGEMENT Job Summary The Physician...Track and trend outcome Key Performance Indicators (KPIs) for financial and compliance best practice results. Provide individual education… more