- Citigroup (New York, NY)
- …or similar financial planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, ... and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
- Citigroup (New York, NY)
- …of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + ... or similar financial planning software preferred. + Basic understanding of investment and financial planning strategies preferred. + Must be a self-starter,… more
- Citigroup (New York, NY)
- …or similar financial planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, ... and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
- Ankura (New York, NY)
- …of experience related to: Financial Planning & Analysis, Corporate Strategy, Financial Due Diligence, Restructuring, Investment Banking or Private Equity + ... + 2-3 years minimum experience in client facing consulting roles ( investment banking, financial advisory, or consulting) + CPA (or technical/ GAAP accounting… more
- Deloitte (Jericho, NY)
- Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... and their affiliates; and perform detail-level reviews of tax research, regulated investment company (RIC) tax work papers, financial statement provisions and… more
- American Express (New York, NY)
- …the ability to connect technology initiatives to measurable business outcomes, including financial planning and investment alignment. * Deep expertise in ... means caring for you and your loved ones' physical, financial , and mental health, as well as providing the...6% Company Match on retirement savings plan + Free financial coaching and financial well-being support +… more
- Citigroup (New York, NY)
- …this role will be responsible for helping to educate Citi Wealth's global banker, investment counselor and financial advisor base on existing and newly launched ... offerings + Conduct training sessions and follow ups for bankers, investment counselors, and financial advisors for newly launched investment offerings. +… more
- Raymond James Financial, Inc. (New York, NY)
- …of Sanctions regulatory requirements. + Financial markets, products, financial advisory function and investment process. + Sanctions-related controls ... skills obtained through education and experience, to lead AML- and Financial Crimes Management (FCM), Sanctions-related projects, programs, or processes regarding… more
- BlackRock (New York, NY)
- …relevant experience from a legal and compliance department of a leading investment management/ financial services organization. + Experience with the ... one mission: to help more and more people experience financial well-being. Our clients, and the people they serve,...This mission would not be possible without our smartest investment - the one we make in our employees.… more
- Reliant Community Credit Union (Sodus, NY)
- …High school diploma or equivalent is required. + 2+ years of experience in financial services, preferably in investment sales or advisory capacity. + Series 7,6, ... Assistant is responsible for providing administrative support to the Reliant Investment Services team. This includes processing member paperwork, assisting with… more