- Deloitte (New York, NY)
- …access to an elite group of specialists when needed, and be connected to a strong support system from firm leadership to ensure you are set up for success in your ... Enrolled Agent + Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD,… more
- Deloitte (New York, NY)
- …access to an elite group of specialists when needed, and be connected to a strong support system from firm leadership to ensure you are set up for success in your ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, JD,… more
- Mount Sinai Health System (New York, NY)
- …experience as in homecare, long term care or utilization review preferred. + Discharge Planner or Case Manager preferred. + Manager or a minimum of 3-5 years' ... rate. 8. Appropriately identifies and refers cases to the physician advisor to support timely progression of patients along the continuum of care and (appropriate)… more
- Lamar Advertising Company (Buffalo, NY)
- …+ Maintain a professional sales appearance + Use sales tools and complete daily planner /sales program after each call and at the end of theday* Maintain organized up ... field with clients + Travel overnight when necessary + Use the Lamar Sales Support Center and the Multi Market Coordinators to sell multi Lamar Administrative +… more
- Citigroup (New York, NY)
- …require partnering closely with Financial Planning and Insurance Product Heads to support the continuous enhancement of our capabilities, tools and ensure client ... SIE, 7, 66, 24 - Additional professional accreditation such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) a plus + 15+ years of relevant… more
- The Coca-Cola Company (Whitestone, NY)
- …for internal visibility, deliver insights, and identify growth opportunities. **RESPONSIBILITIES:** + Support the development of the annual bottoms up sales plan and ... + Quantify customer planning opportunities with Sales and RGM by leveraging volume planner , trade planning system, syndicated data and trade spend targets. + Work… more
- Publicis Groupe (New York, NY)
- …Self-starter who is curious and proactively thinks around corners * A natural-born planner , with excellent attention to detail and a passion for organizing process ... talent. Publicis Groupe provides robust and inclusive benefit programs and policies to support the evolving and diverse needs of our talent and enable every person… more
- KeyBank (Albany, NY)
- …+ Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality ... S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, Variable, and Accident/Health… more
- City of New York (New York, NY)
- …and land use approval processes. The selected candidate is expected to support the Managing Director to develop recommendations for upper management; act as ... review to the public and prepare technical reports and correspondences. ADM CITY PLANNER (NON MGRL) - 1005A Qualifications 1. A baccalaureate degree from an… more
- Hilton (New York, NY)
- …US \(https://www\.linkedin\.com/company/great\-place\-to\-work\-us/\)andFortune \(https://www\.linkedin\.com/company/fortune/\)\! We support the mental and physical ... re\-booking of group business for future dates as well as positive Meeting Planner Survey Scores\. + Maximizes revenues through effective up\-selling of products and… more