- Robert Half Finance & Accounting (Utica, NY)
- …6, 7, or 65 license (required). + Proven experience in financial advising, wealth management , or investment planning. + Strong knowledge of financial products ... 6, 7, or 65 license (required). + Proven experience in financial advising, wealth management , or investment planning. + Strong knowledge of financial products… more
- Oracle (Albany, NY)
- …, including expert medical opinion 2. Short term disability and long term disability 3. Life insurance and AD&D 4. Supplemental life insurance ... of complex data center construction projects. They bring a wealth of expertise in project management , technical...and consistency and support our people with flexible medical, life insurance , and retirement options. We also… more
- Citigroup (New York, NY)
- …opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete service support ... 3-7 years of relevant experience + Prior experience in wealth management or other financial services roles...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Citigroup (New York, NY)
- …consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. + Keep abreast of trends… more
- Robert Half Finance & Accounting (Mount Kisco, NY)
- Description We are looking for an experienced Controller to join a dynamic wealth management firm. This position offers an exciting opportunity to oversee the ... in accounting or auditing, preferably within public accounting. * Familiarity with wealth management , family office operations, or high-net-worth client services… more
- Robert Half Finance & Accounting (Latham, NY)
- Description An independent wealth management firm with $500+ AUM is seeking a Tax Director/Manager to join their growing firm. In this role you will work in ... conjunction with the wealth management team to provide comprehensive tax...available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals… more
- Comerica (New York, NY)
- …dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance , AD&D, and supplemental health programs to offset unexpected ... into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people… more
- Cognizant (New York, NY)
- …ETL Tool - Pentaho. The ideal candidate will have a strong background in Asset and Wealth Management . This hybrid role requires working in a day shift with no ... candidate will have a strong background in Asset and Wealth Management . This hybrid role requires working...for this position, subject to applicable eligibility requirements: . Medical/Dental/Vision/ Life Insurance . Paid holidays plus Paid… more
- Bloomberg (New York, NY)
- …off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance , and various wellness programs, among others. The Company ... tender offer and interval funds, non-traded REITs, and emerging private wealth -accessible vehicles under 506(c) and 3(c)(7) exemptions. Our work ensures accurate,… more
- Lockheed Martin (Liverpool, NY)
- …when extending an offer\. **Benefits offered:** Medical, Dental, Vision, Life Insurance , Short\-Term Disability, Long\-Term Disability, 401\(k\) match, ... and solutions\. WHY JOIN US * Your Health, Your Wealth , Your Life * Our flexible schedules,...when extending an offer\. **Benefits offered:** Medical, Dental, Vision, Life Insurance , Short\-Term Disability, Long\-Term Disability, 401\(k\)… more