- JPMorgan Chase (New York, NY)
- …facet of wealth management, including investments, lending, banking, and trust and estate planning . Our advisors help clients achieve their financial goals by ... then we have the role for you. Joining our Advisor Training Program means you will be joining a...skills and ability to multitask + Genuine interest in financial markets and macro-level economic trends + Ability to… more
- Raymond James Financial, Inc. (New York, NY)
- …Supplies technical estate tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews trusts, wills and other ... working relationships through communication and personal meetings with the client the Financial Advisor and the client's professional legal and tax advisors.… more
- Wells Fargo (New York, NY)
- At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at ... team focuses on several key risk types, including conduct, credit, financial crimes, information security, interest rate, liquidity, market, model, operational,… more
- City of New York (New York, NY)
- …or protect themselves from physical or mental injury, neglect , maltreatment, or financial exploitation; are in need of protection from actual or threatened harm, ... APS ensures that medical and psychiatric services, eviction prevention, financial management, home care, legal services and as last...these units. The Executive Director serves as a chief advisor to the APS Deputy Commissioner on all matters… more
- Northwell Health (Forest Hills, NY)
- …and medical appropriateness criteria to resource utilization and discharge planning . Job Responsibility 1. Coordinates and facilitates patient care throughout ... expected length of stay.Discusses with attending physician and/or physician advisor the appropriateness of resource utilization, consultation and treatment… more
- Citigroup (New York, NY)
- …relevant programming tools (SQL, Python, Excel) + Lead aspects of the yearly Advisor Scorecard performance planning and execution across the Private Bank, Wealth ... Wealth is a premier wealth management organization, renowned for providing top-tier financial services to a discerning clientele. We are dedicated to innovation,… more
- Robert Half Finance & Accounting (New York, NY)
- …resilience. + Act as a strategic advisor to senior leadership on financial planning and execution. Qualifications: + Proven leadership experience in a senior ... professional services environment. + Strong background in budgeting, forecasting, and long-term financial planning . + Hands-on experience with financial … more
- JPMorgan Chase (New York, NY)
- …a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise ... + Foster a client-centric planning process and ensure implementation of financial planning strategies + Attend product rollouts, ideation calls, and research… more
- MongoDB (New York, NY)
- …MongoDB to build next-generation, AI-powered applications. MongoDB is seeking a Sr. Analyst, Financial Planning and Analysis (FP&A) to lead our Marketing FP&A ... support. You will be responsible for financial planning , forecasting, reporting, and analyzing aspects of key business decisions and resource planning . The… more
- Neuberger Berman (New York, NY)
- …(Performance Calculations, Fund Structures, etc.). + A solid understanding of financial planning principles, investment strategies, and prospect/client lifecycle ... with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management,… more