- Cardinal Health (Albany, NY)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the ... financial systems and safeguards the organization's assets. Financial Planning & Analysis provides...a strategic advisor to senior leadership on financial performance, planning , and decision-making. + Oversee… more
- TD Bank (Middle Village, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Trainee (FA Trainee) role is intended to be a ... set of skills to qualify for the role of Financial Advisor Associate (FAA) in the expected...to inform, educate and advise clients, with respect to financial analysis , financial markets, … more
- TD Bank (Bronx, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable ... financial advisors or planners who will be providing financial planning guidance & selling investment management...which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice,… more
- TD Bank (Flushing, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... financial advisors or planners who will be providing financial planning guidance & selling investment management...which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice,… more
- TD Bank (Brooklyn, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable ... financial advisors or planners who will be providing financial planning guidance & selling investment management...which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice,… more
- Santander US (Queens, NY)
- Financial Advisor - Centralized, Whitestone, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... **We Want to Talk to You!** **The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives,… more
- Bank of America (Northport, NY)
- Financial Solutions Advisor - Northport Financial Center Long Island Market Northport, New York **To proceed with your application, you must be at least 18 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Northport/ Financial -Solutions- Advisor Northport- Financial -Center-Long-Island-Market\_25039415-2) **Job Description:** At… more
- KeyBank (New York, NY)
- …and responsibilities of the bank and to provide well-coordinated estate, tax, and financial planning alternatives to meet client's needs. + Facilitate the ... and independently with clients and families with a broad array of estate and financial planning issues which often arise with UHNW clients (including but not… more
- Mastercard (Harrison, NY)
- …people, businesses and governments realize their greatest potential._ **Title and Summary** Director, Financial Planning & Analysis - Commercial & New ... * Business Partnership & Advisory Act as a trusted advisor to business unit leaders, leveraging deep financial...field; MBA or CPA preferred. * Progressive experience in financial planning & analysis , preferably… more
- Farmingdale State College (Farmingdale, NY)
- …planning and course selection, minor selection, and post-graduation plans. + Conduct analysis of financial aid audits and communicate with students to resolve ... State College is seeking to hire a full-time Academic Advisor . The duties of this position entail student advising,... financial aid non-compliance issues. + Conduct analysis … more
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