- Deloitte (New York, NY)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such ... decisions including but not limited to skill sets; experience and training ; licensure and certifications; and other business and organizational needs. The… more
- Deloitte (New York, NY)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such ... decisions including but not limited to skill sets; experience and training ; licensure and certifications; and other business and organizational needs. The… more
- Anywhere Real Estate (New York, NY)
- …curious to find new and better ways to deliver solutions, including both training on and internally leveraging generative AI and other cutting-edge technologies. You ... expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** -… more
- Independent Health (Buffalo, NY)
- …+ Proven examples of displaying the PBD values: Trusted Advisor , Innovative, Excellence, Guardianship, Dedication and Caring. **Essential Accountabilities** + ... accurate PBD products and company information is communicated through ongoing training of current selling brokers and agents and continued relationship development… more