- Tiffany & Co. (Manhasset, NY)
- …touch; their own flair for making each client's experience extraordinary. The Client Advisor is an excellent communicator and brand ambassador. His or her passion ... spirit is prevalent in the make-up of every client advisor . Developing client relationships and exceeding sales plan is...or in the country where the position is based. Preferred Qualifications: + A college/university degree. + Graduate Gemologist… more
- Deloitte (Richmond, VA)
- …attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred : + Advanced degree such as ... federal and state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning, and cash-tax planning; + Assisting… more
- Deloitte (Pittsburgh, PA)
- …Enrolled Agent + Alternative Certification: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred : + Advanced degree such as ... federal and state deferred tax balances. Computing tax depreciation for financial forecasts, tax provision, long-range planning, and cash-tax planning. Assisting… more
- Cardinal Health (Dublin, OH)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, ... establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards...**_Qualifications_** + 5+ years' experience in a finance function preferred + 2+ years in FP&A roles preferred… more
- Truist (Mclean, VA)
- …clients and determine appropriate strategies to meet client needs by recommending financial solutions for Wealth Private Advisor segment clients. b. Help ... and insurance with Wealth segment clients. The Wealth Private Advisor will act as the point of contact for...the point of contact for the Private Client Group Financial Advisors (FAs) within their assigned Truist regions. The… more
- Capital One (New York, NY)
- …+ At least 6 years of compliance, risk, legal or audit experience within financial services ** Preferred Qualifications:** + Master's Degree or Juris Doctor + 7+ ... Senior Manager, Compliance Advisor - Retail Bank The Senior Manager, Compliance...experience in compliance, risk, legal or audit experience within financial services + Experience with models, data science or… more
- Cardinal Health (Springfield, IL)
- …Finance, or a related field, preferred + 6+ years of relevant experience in financial systems or SAP finance roles, preferred + Deep expertise in SAP FI/CO ... **_What Financial Operating Systems (FOS) contributes to Cardinal Health_**...Strong understanding of finance process integration with OTC, PTP ( preferred ) + Solid knowledge of accounting principles + Excellent… more
- Cardinal Health (Dublin, OH)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, ... establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards...or BS in Finance, Accounting, or related field is preferred , an Advanced Degree is a plus + Intermediate… more
- TIAA (Chicago, IL)
- …and service solutions. **Key Responsibilities and Duties** + Partners with Advisor Consultant(s) to develop consultative relationships with Financial Advisors, ... **Wealth Distribution Internal Advisor Consultant** The Wealth Distribution Internal Advisor...Funds, Alternatives, DCIO, etc. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 2+ Years Required; 3+ Years… more
- Vanguard (Dallas, TX)
- Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. In this ... asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management guidance. If you are passionate about… more