- JPMorgan Chase (New York, NY)
- …and skills** + Expert knowledge of business, credit underwriting with commercial credit training . Chase is a leading financial services firm, helping nearly half ... you are customer focused, enjoy building relationships, and providing financial advice to Not-for-Profit clients, then a role as...multiple products and services + Serve as a trusted advisor to the client in delivering comprehensive and customized… more
- City National Bank (New York, NY)
- …Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and COIs. Assist ... for that particular audience. * Collaborate with marketing and training to prepare written and oral presentations to support...Qualifications** * Bachelor's Degree * Minimum 8 years of financial planning or related experience * Minimum 8 years… more
- KeyBank (Eden, NY)
- …Main Street - Eden, New York 14057 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their … more
- Deloitte (New York, NY)
- …not 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,...experienced-level staff as well attend required national and sector-specific training for their own development. The Team As global… more
- Deloitte (Jericho, NY)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...staff and attend required Deloitte Tax LLP and sector-specific training . The Team As global leaders in providing professional… more
- Deloitte (Jericho, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- CTG (Buffalo, NY)
- …implementation, and integration of stablecoin infrastructure within a forward-thinking financial institution. This role demands deep expertise in blockchain ... technology, enterprise systems, and financial architecture. The successful candidate will ensure that stablecoin solutions are seamlessly integrated with existing… more
- KeyBank (Clifton Park, NY)
- …9 - Clifton Park, New York 12065 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. As a ... Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to...offerings + Support the Branch Manager in onboarding and training of new Tellers to the team + Performs… more
- MUFG (New York, NY)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... With a vision to be the world's most trusted financial group, it's part of our culture to put...integrity + Iterative problem-solving + Serving as a trusted advisor + Excellent communication, presentation, and influencing skills and… more
- Grant Thornton (New York, NY)
- …solutions to meet client needs across CFO advisory, operational advisory, and financial integration services. + Building and scaling delivery teams to support client ... efficiency, and supporting client growth ambitions. + Acting as a trusted advisor to CFOs, Controllers, and Fund Managers, providing insight on market trends,… more