- City National Bank (New York, NY)
- …8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within 24 months of ... prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW… more
- KeyBank (Tarrytown, NY)
- …+ FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- CBRE (Albany, NY)
- Sr . Healthcare Occupancy Planner Job ID 229644 Posted 23-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Consulting Location(s) ... States of America **About The Role:** As a CBRE Sr . Healthcare Occupancy Planner , you will provide...calculate complicated figures such as percentages, fractions, and other financial -related calculations **Why CBRE:** When you join CBRE, you… more
- WSP USA (New York, NY)
- **This Opportunity** WSP is currently initiating a search for a Full-Time ** Sr . Federal Planner ** with the potential to work out of our **Huntsville, AL;** **San ... Force, Army, Navy, Marine Corps clients, including National Guard and Reserves. The Senior Federal Planner will provide technical leadership for site analyses,… more
- Bank of America (New York, NY)
- …escalated client issues for response/resolution **Desired Qualifications:** + Certified Financial Planner (CFP) Designation + Accounting experience/Personal Tax ... promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support… more
- NASCO (Albany, NY)
- …+ Bonus and Recognition programs + Tuition Assistance + Consultation with financial planner + Basic Life & AD&D Insurance, Short and Long-Term Disability ... **Overview** NASCO is seeking a skilled and strategic Senior Product Owner to join our Product Management team focused on driving insights through innovative data,… more
- Deloitte (New York, NY)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... to global tax transparency? Would you like to understand financial services and products across an array of industries...(Federal tax) practice! What You'll Do As a Tax Senior Consultant within the Global Information Reporting practice, you… more
- Deloitte (Jericho, NY)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter...career for you! What you'll do As a Tax Senior you will work within an engagement team and… more
- Deloitte (Jericho, NY)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Deloitte (New York, NY)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... to keep you buzzing! Work you'll do: As a Senior on our Strategic Partnership Solutions team you will:...plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,… more