- 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 (Rego Park, 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 (Middle Village, 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 (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 (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Manager (FAM) is responsible for the direct management of ... a team of Financial Advisors. Key objectives of this job include hiring,...and driving referral activities. Responsible for providing advice through planning and the distribution of Mass Affluent products including… 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 (New Rochelle, NY)
- Financial Solutions Advisor - Westchester / Bronx Market New Rochelle, New York;White Plains, New York; Bronx, New York **To proceed with your application, you ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-Rochelle/ Financial -Solutions- Advisor Consumer-Investments Westchester Bronx-Market\_25029024) **Job Description:** At… more
- FranklinCovey (Albany, NY)
- …schools and institutions. To learn more, visit franklincovey.com. **Title:** Vice President, Financial Planning & Analysis (FP&A) **Payroll Title:** VP, ... Financial Planning & Analysis **Division & Department:** Corporate **Status:** Full-Time Exempt **Reports...advisor to the CEO, CFO, and Board on financial matters ** Financial Reporting, Planning ,… 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
- 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
- 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
- Canon USA & Affiliates (Melville, NY)
- …plus - Knowledge of Business Services industry a plus - Experience with Financial Analysis , interpreting data, data management, providing analysis , ... Inc. in Melville, NY is currently seeking a Budget Advisor ( Advisor , Budget). Lead financial ...the business unit - Develops ad hoc reports, account analysis and presentation data - Responds to/resolves various inquiries… more
- Research Foundation CUNY (New York, NY)
- Job Title: Academic Advisor - Health Sciences PVN ID: LA-2508-006987 Category: Instruction and Social Service Location: LAGUARDIA C. C. Job Description General ... Other Duties Reporting to the Director of Student Advising Services, the Academic Advisor , a full-time position, will be responsible for carrying out the following… more
- City of New York (New York, NY)
- …latitude for independent initiative, judgment and decision-making, the Strategic Advisor is responsible for researching, developing and evaluating targeted ... (1) Administrative Staff Analyst NM-II to function as the Advisor for Strategic Initiatives within Office of The Executive...of the Agency. - Responsible for the ongoing strategic planning and support of projects that relate to changes… more
- JPMorgan Chase (New York, NY)
- If you excel at crafting tailored financial solutions and are eager to build strong client relationships, we have an exciting opportunity for you. By joining our ... client relationships across Mexico, Central America, South America, and Brazil. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet… more
- City of New York (New York, NY)
- …Bachelor's degree and a minimum of six years of full-time experience in budgetary planning /management, financial analysis , public policy analysis , or a ... member of the Intergovernmental Affairs (IGA) team, the Senior Advisor for Federal Affairs will: - Prepares the City's...minimum of six years of full-time experience in budgetary planning /management, financial analysis , public policy… more
- JPMorgan Chase (New York, NY)
- We are seeking experienced and visionary leaders to lead the HR Analytics Advisor practice for one of our Firm's lines of businesses. In this senior role, you will ... HR functions + Establish the function as a trusted advisor to senior executives, including HR business heads, line...aligned to HR processes such as performance reviews, succession planning , and talent allocation + Partner closely with HR… more
- M&T Bank (New York, NY)
- …current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of ... the client based on the analysis . + Responsible for leading the development of sales...client base .Promote and sell the full array of financial services distributed by the Company to current and… more
- Robert Half Finance & Accounting (New York, NY)
- …for timely and accurate reporting, month-end close, and audits . Provide modeling and financial analysis for new initiatives and event improvements . Improve FP& ... A processes through automation and best practices . Serve as a trusted financial advisor to cross-functional teams For immediate consideration please contact… more