- Deloitte (Jericho, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... decisions including but not limited to skill sets; experience and training ; licensure and certifications; and other business and organizational needs. The… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... decisions including but not limited to skill sets; experience and training ; licensure and certifications; and other business and organizational needs. The… more
- Deloitte (Rochester, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... decisions including but not limited to skill sets; experience and training ; licensure and certifications; and other business and organizational needs. The… more
- Quantexa (New York, NY)
- …or specialise in one of our solution domains, including data management, financial crime, risk management, fraud detection or customer intelligence. You have ... your dedication, viewing you as their primary point of contact and trusted advisor . + Consultative Approach: With an analytical mindset, you evaluate challenges from… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... decisions including but not limited to skill sets; experience and training ; licensure and certifications; and other business and organizational needs. The… more
- Citigroup (New York, NY)
- …responsible for helping to educate Citi Wealth's global banker, investment counselor and financial advisor base on existing and newly launched opportunities to ... to assist in marketing efforts of newly launched investment offerings + Conduct training sessions and follow ups for bankers, investment counselors, and financial… more
- Amazon (New York, NY)
- …requirements and propose effective migration strategies 4. Acting as a trusted advisor to customers on industry trends and emerging technologies 5. Sharing knowledge ... within the organization through mentoring, training , and creating reusable artifacts About the team Diverse...- Work experience in any of the following industries: financial services (banking, capital markets, payments, insurance, or other… more
- University of Rochester (Rochester, NY)
- …new contracts, adjusting duties and salary accordingly + Serve as the primary advisor to the Associate Dean of Faculty Affairs for all faculty-related administrative ... faculty compliance for assigned trainings, including MyPath onboarding, diversity training , faculty activity reports, conflict of interest annual statements, and… more
- City National Bank (New York, NY)
- …across entertainment and sports related firms. * Act as a senior advisor , demonstrating expertise in industry trends, and market dynamics to deliver strategic ... assist in forecasting clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve… more
- Sodexo (Bayside, NY)
- …skills. + Integrate fully within our client's organization and be a trusted advisor with a customer service focus. + Achieve company and client financial ... based on a candidate's specific criteria, like experience, skills, education, and training . Sodexo offers a comprehensive benefits package that may include: +… more