- Deloitte (New York, NY)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on average, based ... on the work you do and the clients and industries/sectors you serve Preferred: + Advanced degree in Accounting, Finance, LLM or other applicable degree + Big 4 experience or equivalent + Data Analytics experience and solid technology skills + Proven… more
- IBM (Hopewell Junction, NY)
- …the distribution sector. This individual will serve as a trusted advisor to C-suite executives, helping organizations navigate the complex cybersecurity landscape ... the distribution sector. This individual will serve as a trusted advisor to C-suite executives, helping organizations navigate the complex cybersecurity landscape… more
- AON (NY)
- …Preferred proximity to Plainview/Long Island/New York. This position will support Aon's Travel practice group within Aon Affinity. Aon is in the business of ... own and expand relationships with our largest enterprise partners-operating as a trusted advisor to leading cruise lines, global tour operators, and major travel … more
- HUB International (New York, NY)
- …HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Deputy Chief Compliance and ... and Risk Officer in implementing, updating, and maintaining SEC investment advisor and/or FINRA compliance policies and procedures. This means assisting in… more
- TD Bank (New York, NY)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... the divisional annual plan + Acts as lead audit advisor to management and respective teams for area of...0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel -… more
- Anywhere Real Estate (Buffalo, NY)
- This is a 100% remote position with travel throughout the sales territory identified. The candidate for this position must reside within the territory: TX, OK, AR, ... role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to...CRM systems and MS Office + **Other:** Approximately 50% travel and comfortable working in a hybrid work environment.… more
- KeyBank (New York, NY)
- …York, New York 10019 **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of core banking ... and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs; functions as the… more
- Deloitte (New York, NY)
- …and mitigating risk during engagement execution, and serving as a trusted risk advisor to senior client service executives. Recruiting for this role ends on ... finance, and delivery - to act as a strategic advisor to help manage deal flow and to optimize...implementation services experience are beneficial + Location: Flexible + Travel Requirements: Willingness and ability to travel … more
- Excellus BlueCross BlueShield (Buffalo, NY)
- …handling. This includes but is not limited to acting as a strategic advisor to support clients in the decision-making process relative to benefit design, financial ... and assist with retention activities as a trusted Labor Advisor . For Ancillary Accounts: positions in this area are...marketing and service occupations required. + Ability to independently travel in a timely fashion to customers throughout the… more
- Guardian Life (New York, NY)
- …Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and ... is measured by GDC growth within targeted segments and advisor engagement across the HNW planning continuum. **You are**...**Location** + In Territory- Western Part of US. + Travel as needed; Up to 10-30% travel … more