- TD Bank (Rye Brook, NY)
- …Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be ... receive the complete on-boarding experience, which includes: a thorough client discovery , completion of a financial needs analysis to provide goals-based advice,… more
- TD Bank (New York, NY)
- …all new clients receive the complete onboarding experience. This includes a thorough client discovery , an introduction to the IA and TA as per client need, and the ... and Procedures + Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information… more
- Corning Incorporated (Corning, NY)
- …We are changing the world with: + Trusted products that accelerate drug discovery , development, and delivery to save lives + Damage-resistant cover glass to enhance ... NC and will be reporting to the Federal Tax Manager , Tax Operations. In this role, the Senior Federal...federal tax return including compiling statements and completing the e -File process. + Calculate and track the tax attributes… more