- Creative Financial Staffing (New York, NY)
- …and maintain strong relationships with clients, acting as a trusted advisor and proactively identifying additional service opportunities. Collaborate with ... firm: A leading accounting firm specializing in tax and advisory services Collaborative and growth-oriented environment Diverse client base, ranging from individuals… more
- Icon VendorPass and Affiliates (Wayne, NJ)
- …high service , and cost-effective logistics operations in GSC.The Logistics Advisor also provides vital logistics and business insights, through the reporting and ... Logistics Advisor V (Logistics Coordinator) #24-03047 Job Title: Logistics...towards ongoing operational and cost improvement Key Accountabilities Manage financial processes within the Logistics team, freight bill audit… more
- Fidelity TalentSource LLC (Roslyn, NY)
- …to acquire series 65/66 upon hire) and Life Insurance licenseFinancial Services experience, we recommend five yearsDegree and/or other professional certifications ... Role You are providing the highest level of customer service to Fidelity s most sophisticated and most valued...the Wealth Management team as you directly support the Advisor s efforts to increase and develop their business.… more
- Creative Financial Staffing (Westport, CT)
- …schedule down the line. Responsibilities of Director of Finance and Administration: Financial Management Develop and manage the annual budget in collaboration with ... Senior Leadership Team, and Board of Trustees Finance committee. Conduct regular financial analysis to track performance against budget, monthly and year end… more
- Bank of America (New York, NY)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...66) licenses** + Two years' experience working in the financial service industry and/or a sales environment… more
- Bank of America (Fairview, NJ)
- …to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor . The Academy will support you along the way with dedicated ... Advisor Development Program - Financial Solutions...bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment… more
- JPMorgan Chase (New York, NY)
- …capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...not available in all states. Chase is a leading financial services firm, helping nearly half of… more
- Edward Jones (New York, NY)
- …make you a successful financial advisor ?** * An interest in financial services /markets and how they work * Love of learning and challenges, including ... competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator...administrator to help you run your branch. World-class products, services and support. And the stability of a firm… more
- Raymond James Financial, Inc. (Greenwich, CT)
- …Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an ... Duties and Responsibilities:** Become trained and skilled to effectively and efficiently perform the Financial Advisor role: * If hired as a team candidate, the… more
- Edward Jones (Yonkers, NY)
- …make you a successful financial advisor ?** + An interest in financial services /markets and how they work + Love of learning and challenges, including ... yourself at a professional crossroads, a career as a financial advisor may be the right change...is strongly preferred or equivalent work-related experience within the securities/ financial services industry + Financial … more
- Northwell Health (Lake Success, NY)
- …highlighting key insights and recommendations. 7. Advisory Support: Act as a financial advisor to digital leadership, providing guidance and recommendations on ... **Req Number** 121564 Department Overview 1. Financial Modeling: Utilize advanced financial modeling techniques to analyze digital investments, projects, and… more
- Deloitte (New York, NY)
- …tax regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset ... financial industry. Responsibilities will include: + Providing advisory services to financial institutions on the areas...Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP… more
- Deloitte (Stamford, CT)
- …and consulting services to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any of these questions, you ... should consider a career in Deloitte's Business Tax Services (Insurance Industry) practice! Work You'll Do As a...Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… more
- Deloitte (New York, NY)
- …Business Tax Services practice! What You'll Do As a Tax Senior within the Financial Services arm of our Business Tax Services group, you will provide ... services to a clients in the securities and financial services industries. You will work directly...Licensed attorney + Enrolled Agent + Certifications: * Chartered Financial Advisor (CFA) * Certified Financial… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP… more
- Deloitte (New York, NY)
- Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring," ... you should consider a career in Deloitte's Business Tax Services Insurance practice. What you'll do As an Insurance...Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… more
- Deloitte (Stamford, CT)
- …Business Tax Services practice! What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group, you will provide ... services to a clients in the banking and financial services industries. You will work directly...Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… more