- JPMorgan Chase (New York, NY)
- …and processes. + Strong familiarity or ability to quickly become familiar with financial planning , retirement planning , charitable planning , tax ... depth and breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the development and execution of our digital… more
- Guardian Life (Albany, NY)
- …financial products in the business, personal, estate, executive benefits, asset protection, retirement planning and charitable planning markets. + ... , exit planning , business succession, executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop… more
- New York University (New York, NY)
- …* Money and Relationships * Personal Finance Analytics * Research Applications in Financial Planning * Retirement Planning Strategies Division of Programs in ... in Business, is seeking engaging, experienced financial planners to teach financial planning graduate courses part-time in its degree program. The Division is… more
- Robert Half Finance & Accounting (Albany, NY)
- …growth. Responsibilities include: preparing reports, projections and recommendations for financial planning ; retirement planning ; taxes; estate flowcharts; ... Description A wealth management / financial planning firm in the Albany area is seeking...years of experience in the public accounting or financial planning field. For confidential consideration or more information, contact… more
- JPMorgan Chase (New York, NY)
- …fiduciaries, financial professionals and their clients. + **Technical proficiency** across the retirement planning and product landscape + Serve as a technical ... our client agenda and providing subject-matter expertise across a variety of retirement planning topics. + Experience with a wide range of retirement -… more
- American Express (New York, NY)
- …financial well-being programs + Develop program content, education seminars/webinars on financial/ retirement topics + Program event planning and implementation + ... together, you will help us define the future of American Express. The Manager, Retirement & Financial Well-being will work on the Global Well-being and Benefits team… more
- BlackRock (New York, NY)
- …Trust structures + Estate planning + Charitable giving and philanthropy + Retirement planning + Concentrated stock solutions + Excellent written and verbal ... both internally and externally, around the intersection of investing, taxes and estate planning + Framing of choices and solution set + Provide internal and external… more
- JPMorgan Chase (New York, NY)
- …+ Serve as a resource for clients needing solutions regarding executive compensation, retirement planning , and business succession planning + Assist Bankers ... will help ensure that our clients' estate, income, tax, philanthropic, and other planning needs are identified and met through a comprehensive understanding of their… more
- KeyBank (New York, NY)
- …but not limited to distribution planning , philanthropic goals and tools, retirement planning ) + Demonstrates awareness of state specific estate and tax ... well as beneficiaries. + Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's current… more
- Rochester Institute of Technology (Rochester, NY)
- …* Oversee vendor management and contract negotiations for FSA, HSA, COBRA, retirement planning , and other outsourced services. * Develop and implement ... of the Human Resources leadership team, contributing to short- and long-term planning and budgeting aligned with RIT's goals. * Lead the design, implementation,… more