- CRC Insurance Services, Inc. (New York, NY)
- …committed to supporting every aspect of teammates' well-being - physical, emotional, financial , social, and professional . Our best-in-class benefits program is ... through managing all company correspondence in a timely manner. 5. Develop a professional rapport with clients and underwriters to enhance new and ongoing business… more
- KeyBank (Buffalo, NY)
- …Juris Doctorate or CRCM preferred. Minimum 3 years of experience as a financial services compliance professional , bank regulator or other comparable legal or ... professional experience. Demonstrated knowledge of the regulatory requirements related to lending compliance, specific to commercial and/or consumer compliance oversight. Experience applying and interpreting the Equal Credit Opportunity Act, UDAP/UDAAP,… more
- CRC Insurance Services, Inc. (Woodbury, NY)
- …committed to supporting every aspect of teammates' well-being - physical, emotional, financial , social, and professional . Our best-in-class benefits program is ... in both team oriented and self-directed environments. + Detail-oriented and professional ; able to handle confidential information. + High level of accountability… more
- Deloitte (New York, NY)
- …approval: + Licensed Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional ... Engineer + GRI Certification + Demonstrated analytical and research skills, as well as effective verbal and written communication skills + Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities + Demonstrated… more
- Deloitte (New York, NY)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional ... Engineer + GRI Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual… more
- New York University (New York, NY)
- …for the Professional Engagement * Estates, Gifts, and Trusts * Financial Planning Analysis and Risk Management * Investment Data Analytics * Money and ... The NYU School of Professional Studies, Division of Programs in Business, is...Division of Programs in Business, is seeking engaging, experienced financial planners to teach financial planning graduate… more
- CUNY (Bronx, NY)
- …benefits contribute significantly to total compensation, supporting health and wellness, financial well-being, and professional development. We offer a range ... evaluations, and required documentation for regulatory and accreditation purposes. **4. Professional Development:** o Engage in ongoing professional development… more
- CUNY (New York, NY)
- …benefits contribute significantly to total compensation, supporting health and wellness, financial well-being, and professional development. We offer a range ... at the Graduate Center and at its affiliated CUNY colleges and professional schools, which include Craig Newmark Graduate School of Journalism, Macaulay Honors… more
- Adelphi University (Garden City, NY)
- …with federal and state regulations, and institutional policies. Processes appeals using professional judgment. Manages one or more financial aid programs, ... Financial Aid Administrator Job Department/School One-Stop Student Services...data management and reporting. + Review appeals and exercise professional judgment in awarding additional aid to students. +… more
- Edward Jones (New York, NY)
- …track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) ... **Job Overview** As a financial advisor with Edward Jones, you'll develop and...much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's… more