- Equitable (Melville, NY)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... Services Consultation** : Educate clients on our diverse financial products and services , demonstrating how these...be tailored to meet their unique needs + **Client Service and Implementation** : Analyze and organize client data,… more
- Equitable (New York, NY)
- …recommendations and guidance + **Product and Service Consultation** : Discuss financial products and services tailored to clients' unique situations + ... designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic … more
- M&T Bank (Buffalo, NY)
- … Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant ) designation M&T Bank is committed to fair, competitive, ... as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in...interests in mind; offer an array of products and services best suited to meet those needs; sell and… more
- M&T Bank (Buffalo, NY)
- … Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant ) designation M&T Bank is committed to fair, competitive, ... as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively...interests in mind; offer an array of products and services best suited to meet those needs; sell and… more
- JPMorgan Chase (Rockville Centre, NY)
- …Unlock your potential and help set new standards in financial services . As the Business Development Consultant within JP Morgan Wealth Management, ... in business development, project management, sales management or implementation roles within financial services . + Proven track record of managing complex… more
- Erie 1 BOCES (West Seneca, NY)
- …memo to Treasurer's Office for student loan checks and Pell Grant as directed by Financial Aid consultant 7. Prepares and balances financial report for all ... duties as assigned that are relevant to the civil service job description for this title Job Qualifications Minimum...and one (1) year experience in the maintaining of financial records; OR; B) Graduation from high school or… more
- Mastercard (Harrison, NY)
- …realize their greatest potential._ **Title and Summary** Senior Managing Consultant , Services Business Development-Security Solutions; Merchants Overview: The ... Worldwide, provides payments-focused consulting, marketing, information and risk management services , security solutions, open banking and more to merchants and… more
- Amazon (New York, NY)
- …Web Services Professional Services (ProServe) team is seeking a skilled Delivery Consultant to join our team at Amazon Web Services (AWS). In this role, ... lifecycle. Possessing a deep understanding of AWS products and services , as a Delivery Consultant you will...with employees, supervisors, and staff to ensure exceptional customer service ; and follow all federal, state, and local laws… more
- Capital One (New York, NY)
- …Diploma, GED or equivalent certification + At least 4 years of financial services , management consulting, or technology consulting experience **Preferred ... Associate Treasury Management Consultant II The Associate Treasury Management Consultant...Military Experience + Treasury management product knowledge + Strong financial and business acumen + Strong oral and written… more
- Deloitte (New York, NY)
- Senior Consultant , Tax Technology Consulting - Legal Managed Services Would you enjoy being part of a team that helps multinational organizations transform their ... contract portfolios and process. Bring your expertise and client service skills to Deloitte and click "apply" now! Work...click "apply" now! Work you'll do As a Senior Consultant in TTC - Legal Managed Services … more