- Truist (West Palm Beach, FL)
- …affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and ... enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA),… more
- Mizuho Corporate Bank (New York, NY)
- …the Americas. Based in NY, the team provides a broad range of financial advisory , debt structuring and arrangement for large-scale, capital-intensive projects ... prepare and develop client marketing materials with support of Analyst and Associates and oversight by Senior Bankers +...team accordingly + Perform execution of arranger, agent and financial advisory work + Lead the preparation… more
- WestRock Company (Atlanta, GA)
- …Sr. Analyst , Audit will be responsible for executing assurance and advisory Internal Audit (IA) projects including financial , enterprise, and technology ... assurance function. The team is consistently sought out for risk/control advisory services and provides innovative, respected, timely, and valued data driven… more
- KeyBank (Tarrytown, NY)
- … (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) ... their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of… more
- KeyBank (Buffalo, NY)
- … (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) ... their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of… more
- KeyBank (Columbus, OH)
- … (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + ... their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of… more
- KeyBank (Dayton, OH)
- … (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + ... their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of… more
- Bank of America (Frisco, TX)
- …The Divisional Managed Investment Consultant provides advice and guidance to Financial Advisors, Client Associates, and Advisory Leadership to help ... are guided by a common purpose to help make financial lives better through the power of every connection....best practices for creating a practices centered on investment advisory business. + The Divisional Managed Investment Consultant is… more
- New York State Civil Service (Albany, NY)
- …Law. Such titles include but are not limited to: Accountant Aide, G-13, Budgeting Analyst Trainee 1, NS, and Financial Services Examiner Trainee 1, G-14. 70.1 ... data analysis and verification, reporting and documentation, compliance and advisory , program improvement, and communication/collaboration; and assist with the… more
- Mallinckrodt Pharmaceuticals (Malvern, PA)
- …limited to, oversight of the preparation, review, and filing of the Company's consolidated financial statements and other periodic reports with the SEC and / or the ... of the monthly and quarterly consolidation of divisional and subsidiary financial statements for inclusion in corporate operating reports and preparation, review… more
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