- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients,… more
- JPMorgan Chase (New York, NY)
- …risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings + Submit and monitor fee schedules and billing + Manage Alternatives ... **Required Qualifications, Capabilities, and Skills** + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to… more
- Robert Half Finance & Accounting (New York, NY)
- …ratings, and internal reports + Explore and build relationships with new sponsors, financial advisor (FAs), and lenders to find new opportunities in project ... Description Robert Half Financial Services is recruiting for an Energy Structured/Project...professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are also eligible to enroll… more
- Cherry Bekaert (NY)
- …Opportunity** We're seeking a dynamic **Risk Advisory Partner** with deep financial institutions experience, including Community Banks and Credit Unions. This role ... offerings to meet them. + Serve as a trusted advisor to clients, delivering high-impact risk solutions. Drive expansion...+ Serve as a Subject Matter Specialist in core financial institution capabilities including loan and credit operations, trust… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Anywhere Real Estate (Rochester, NY)
- …and experienced strategist who will help to own both external partnerships and financial modeling for our suite of companies. Successful individuals in this role can ... a programmatic approach for ongoing partner success. * Company Financial Planning: Support the build of high-impact roadmap and...Time + Paid Family & Paternity Leave + Life Insurance + Business Travel Accident Insurance +… more
- City of New York (New York, NY)
- …transferred to the contribution accounts. - Review participant sample statements quarterly. INSURANCE ADVISOR - 40235 Qualifications a. A baccalaureate degree ... in a variety of areas, particularly regarding City health insurance programs. The staff at OLR assist their fellow...bargaining units. - Assist in the maintenance of the financial accounts of the Deferred Compensation Plan; perform daily… more
- CBRE (Albany, NY)
- …associated with data center sites or projects. + Serve as consultant, advisor , and authorized representative for hyperscale data center clients throughout all ... of the commercial real estate industry in the areas of financial analysis, project management, construction, ethical practices, business operations, marketing, and… more
- Citigroup (New York, NY)
- …generation. + Anticipate events in a client's life and business, which have significant financial implications. + Serve as a trusted advisor to clients who ... frequently seek strategic advice regarding financial matters. + Build relationships with client families that...dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time… more
- American Express (New York, NY)
- …managers and analysts across multiple markets. They will work closely as a consultative advisor to senior partners within the G&L business in ensuring that there is ... field team operations + Outstanding communicator with the ability to convey complex financial insights clearly to a broad range of audiences + Skilled at customer… more