- Erie 2-Chautauqua-Cattaraugus BOCES (Barker, NY)
- …Professional Learning/AP with the professional staff in planning the wise utilization of funds available to the schools through various grant programs. + Assists the ... meetings, reading professional journals and other publications, and discussing problems of mutual interest with others in the field. + Participates actively in the… more
- Bank of America (Great Neck, NY)
- …goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds , annuities, and banking and money managed solutions * ... Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as… more
- BlackRock (New York, NY)
- …a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the ... industry-leading iShares(R) ETFs. Elevate your career by joining the world's largest asset manager! Thrive in an environment that cultivates positive relationships and recognizes outstanding performance! We know you want to feel valued every single day and be… more
- Charles Schwab (New York, NY)
- …will empower you to use a vast array of products (ie stocks, bonds, ETFs, mutual funds , separately managed accounts, option trading), setting you up for success ... to help clients manage their more complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You'll also have the opportunity to… more
- Kestra Financial (Wappingers Falls, NY)
- …financial services products, including but not limited to: equities, bonds, options, mutual funds , annuities, insurance, and managed accounts + Previous ... experience in the independent financial services culture preferred Certificates, Licenses, Registration + Series 7 and 63 required + Series 65/66 preferred: (or ability to obtain) more
- Buffalo Public Schools (Buffalo, NY)
- …are addressed in a manner that promotes student responsibility and mutual respect; + demonstrate continuous improvement of professional knowledge and skills; ... implement and monitor approved school budget expenditures including student activity funds , grants and general accounts; + monitor building maintenance and… more
- Banfield Pet Hospital (Commack, NY)
- …ourselves; as associates, we support the responsibility of others. + Mutuality - A mutual benefit is a shared benefit; a shared benefit will endure. + Efficiency - ... with a tax-advantaged HSA, allowing you to pay for medical expenses with pre-tax funds . + Paid Parental Leave: We support growing families with paid parental leave… more
- MUFG (New York, NY)
- …file formats + Has a good understanding of investment vehicles such as money market mutual funds + Ability to work autonomously and initiate and prioritize own ... work + Solid judgment, strong negotiation skills + Strong skills in data gathering, analysis, and interpretation + Familiarity with bank systems and online banking management + Expert level knowledge of Microsoft Products (with emphasis on Power BI, Excel, and… more
- Banfield Pet Hospital (Pelham, NY)
- …ourselves; as associates, we support the responsibility of others. + Mutuality - A mutual benefit is a shared benefit; a shared benefit will endure. + Efficiency - ... with a tax-advantaged HSA, allowing you to pay for medical expenses with pre-tax funds . + Paid Parental Leave: We support growing families with paid parental leave… more
- BlackRock (New York, NY)
- …a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the ... industry-leading iShares(R) ETFs. The successful candidate will partner with the PMG (Portfolio Management Group) COO and their team to drive completion of critical projects, prioritize engagements and prepare materials for key events for the Head and the… more