- Cardinal Health (Albany, NY)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the ... oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance… more
- Zebra Technologies (Holtsville, NY)
- …financial analysis to aid inventory forecasting, budgeting, and strategic planning , ensuring alignment with corporate goals + Financial Modeling: Develop ... customers, and the world. Let's create tomorrow together. The Financial Advisor will be instrumental in supporting...+ Strategic Planning Support: Engage in scenario planning and sensitivity analysis to support strategic… more
- Raymond James Financial, Inc. (Buffalo, NY)
- …customer service for our clients. As such, we are thrilled to be adding a Junior Financial Advisor to our team. The Advisor will begin by providing ... representing the Scheff and Liddell brand. From there, the Advisor will learn to develop and foster new relationships....of** + Economic and accounting principles and practices, the financial markets, banking, and the analysis and… more
- Santander US (Staten Island, NY)
- Financial Advisor - Centralized, Staten Island, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in ... the possibilities **We Want to Talk to You!** The Financial Advisor - Centralized is responsible for...excellent verbal and written communication. + Superior knowledge of financial analysis , risk evaluation, loan documentation +… more
- M&T Bank (Mamaroneck, NY)
- …(LAH) licenses **Education and Experience Preferred:** Previous trust/fiduciary product, Financial Planning , Managed Accounts, or insurance experience CFP ... Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing… 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 (New York, 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
- Bank of America (Huntington Station, NY)
- Financial Solutions Advisor - Consumer Investments - Central Long Island Market Great Neck, New York;Deer Park, New York; Manhasset, New York; Glen Cove, New ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Bank of America (Newburgh, NY)
- Financial Solutions Advisor - Consumer Investments - Albany / Hudson Valley Market Latham, New York;Newburgh, New York; Katonah, New York; Rochester, New York ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Stony Brook University (Stony Brook, NY)
- …processing and disbursement of loans, grants and scholarships. * Develop Financial Planning /Debt Management curriculum for RSOM students; including Entrance ... Financial Aid Advisor for RSOM **Required... Financial Aid Advisor for RSOM **Required Qualifications (as evidenced by...the 3YMD track. * Determine federal, state and private financial aid eligibility based on federal needs analysis… more
- Bank of America (New York, NY)
- Financial Solutions Advisor Stage II - Consumer Investments - Manhattan North Market New York, New York;New York, New York **Job Description:** Please note that ... met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- City of New York (New York, NY)
- …CFO is a key member of the NYCHA executive team tasked with leading the financial planning and analysis , accounting, payroll, risk management, and investment ... and interpersonal skills. Ideal candidates will also bring familiarity with financial analysis , statistics, complex financial modeling, housing… more
- TIAA (Ithaca, NY)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis , Retirement Planning Selling, Sales, TIAA Products/Services… more
- JPMorgan Chase (New York, NY)
- …solutions that address customer needs. **Job responsibilities:** + Oversees the Financial Planning advisor product roadmap, vision, development, ... development, inspiring solutions, and shaping the future of JPMorganChase's proprietary financial planning platform (Wealth Plan) with your strategic vision… more
- City of New York (New York, NY)
- …in premature mortality. With an unwavering grounding in history and structural analysis , CHECW works to increase visibility of the harm perpetuated by centuries ... organizations to implement evidence based strategies, leveraging information to support planning and technical assistance for providers and payers; advancing policy… more
- City of New York (New York, NY)
- …With wide latitude for independent judgment and decision-making, the Senior Advisor will assist in the development and implementation of operating systems ... and smooth, effective, and efficient division operations. In addition, the Senior Advisor will provide strategic direction with respect to coordination of new… 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
- City of New York (New York, NY)
- …placement, and programs for youth in the community. The ACS Division of Financial Services (DFS) is responsible for supporting, planning , implementing, and ... for revenue; processing of payments to provider agencies and vendors; monitoring the financial health of provider agencies through financial review and audits;… more
- M&T Bank (Hauppauge, 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
- City of New York (New York, NY)
- …in premature mortality. With an unwavering grounding in history and structural analysis , CHECW works to increase visibility of the harm perpetuated by centuries ... organizations to implement evidence based strategies; leveraging information to support planning and technical assistance for providers and payers; advancing policy… more