- Bank of America (Katonah, NY)
- …and services . * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. ... * At least three years' experience working in the financial service industry and/or a sales environment...where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner… more
- Bank of America (New York, NY)
- …and services . + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. ... + At least three years' experience working in the financial service industry and/or a sales environment...where goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner… more
- Insight Global (New York, NY)
- …activities (eg OCC, SEC, State Insurance Commissioners, NY Department of Financial Services , etc.) * Ensures all Continuing Education requirements are ... Job Description The Financial Advisor (FA) role is a three-year program...A FA will need to leverage their experience to service the unique and complex needs of wealth clients… more
- Oracle (Albany, NY)
- …business strategy to financial reporting at various levels (from a discrete service to overall offerings) using KPIs, and goal setting + Understand and influence ... **Job Description** **Principal Financial Analyst, Product Lead - Workload Health** **ABOUT...specific projects. We are looking for a sharp finance professional with a data driven mindset, robust modeling capabilities… more
- GE Aerospace (Schenectady, NY)
- …and field services engineering. **Job Description** **Job Title** **Lead Services Specialist 1 - Customer Service Management** **Company Intro/About GE ... South Korea. All resources and logistics are required to perform services and maintenance activities on customers' site/property. These activities contribute to,… more
- Edward Jones (Port Jefferson, NY)
- …Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward ... the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment,...and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve… more
- Robert Half Finance & Accounting (Utica, NY)
- …are seeking a motivated and client-focused Financial Advisor to join a growing financial services firm in Troy, NY. This role is ideal for professionals who ... through proactive communication and financial guidance. + Develop customized financial plans, including investment, retirement, and insurance strategies. +… more
- Charles Schwab (Manhasset, NY)
- …exceptional service , advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to ... of employment_ ) **Preferred Qualifications:** + 3+ years of Financial Services Industry Experience + Strong written...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
- Oracle (Albany, NY)
- …strategy to financial reporting at various levels (from a discrete service to overall offerings) using KPIs, and goal setting. + Understand and influence ... the Workload Health team are responsible for all aspects of cloud infrastructure financial planning, and modeling for a specific product family within the broader… more
- Grant Thornton (New York, NY)
- …our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more ... As a Financial Due Diligence Senior Associate, you'll focus on...makes us better. In the US, Grant Thornton delivers professional services through two specialized entities: Grant… more