- The Vermont Agency (Buffalo, NY)
- …services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed *Computer proficiency including ... money management tools is desired *Basic understanding of the role of a financial advisor or financial consultant , as well interest in the financial … more
- Arootah (New York, NY)
- …of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services ... WHO WE NEED: Arootah is searching for experienced Chief Financial Officers to consult to our highly prestigious client...consult to our highly prestigious client base. As a consultant , you will work with our Hedge Fund and… more
- CVS Health (Staten Island, NY)
- …to grow. We are seeking a talented, sales oriented, Licensed Beauty Sales Consultant who is passionate about the beauty industry and believes the customer experience ... You will be responsible for the end-to-end customer experience in Beauty & Personal Care and will provide various paid beauty services and personalized product… more
- Arootah (New York, NY)
- …of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services ... consult to our highly prestigious client base. As a consultant , you will work with our Hedge Fund and...Big 4 accounting/tax experience. Demonstrated understanding of Subchapter K, financial products, wash sale and constructive sale rules, as… more
- Brown & Brown, Inc. (Rochester, NY)
- …what is best for our customers. Brown & Brown is Seeking an Employee Benefits Consultant to join our growing team in Rochester, NY . The Employee Benefits Sales ... prospects through innovative outreach strategies like telemarketing, networking, and personal referrals. Sell and renew group health insurance products, including… more
- Arootah (New York, NY)
- …of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services ... or Directors of Trading to consult to our highly prestigious client base. As a consultant , you will work with our Hedge Fund and Family Office clients to provide… more
- Magellan Health, Inc. (Latham, NY)
- …(AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor ... This position will provide personal financial services at assigned military... Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver… more
- Equitable Advisors (New York, NY)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering relationships that help people… more
- National Financial Partners (Plainview, NY)
- …Supervisor. In this role, you are required to take on the role of lead consultant and primary point of contact for assigned clients. The Account Executive may have ... revenue goals and/or client retention targets. This is a full-time role (M-F), offering the flexibility of a hybrid schedule, with a minimum requirement of 1 day a week in our Southampton, NY office; other days from home. Skills r equirements include… more
- Sprinklr (New York, NY)
- …Consulting team Recruit and retain top Solutions Consultants and Solution Consultant Leaders Define, Refine and Operationalize core Solutions processes and overall ... a trusted advisor Proactively engage in strategic development of the Solution Consultant organization by initiating and leading projects to further team development,… more
