- Deloitte (Rochester, NY)
- …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 role and ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, JD,… more
- Charles Schwab (Brooklyn, NY)
- …(may be obtained within a 120 day condition of employment) + Certified Financial Planner (CFP) certification is preferred + Minimum of two years of experience in the ... engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and… more
- Springbrook (Sherburne, NY)
- …programming for all individuals receiving services including completion of daily planner , goals, services and supports. + Verify completion of duties associated ... request orders, MAR checks and appointments entered in data collection system + Provides direct care to individuals receiving services including medication… more
- Tractor Supply Company (Glens Falls, NY)
- …duties. + Organize and prioritize workflow through the use of the daily planner . + Recovery of merchandise. + Participate in mandatory freight process. + Perform ... and customers. + Ability to process information / merchandise through the point-of-sale system . + Ability to handle and be in contact with birds/poultry. + Ability… more
- Deloitte (New York, NY)
- …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 role and ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ years total corporate tax experience + A bachelor's… more
- Berkshire Bank (Queensbury, NY)
- …to their finances and managing relationships with such tools as the Relationship Planner and Salesforce. + Works with clients to refer partnership solutions such as ... ones duties. Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act, if applicable (by exception only… more
- Deloitte (New York, NY)
- …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 role and ... 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)
- …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 role and ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, JD,… more
- The Coca-Cola Company (Whitestone, NY)
- …+ Quantify customer planning opportunities with Sales and RGM by leveraging volume planner , trade planning system , syndicated data and trade spend targets. + ... Work closely with customer teams to ensure all internal plan and communication tools remain up to date with promotional, distribution, meeting and innovation plans. + Work with customer teams for post-promotion analysis for forecast and plan optimization… 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 ... in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also… more