- Fidelity TalentSource LLC (Rochester, NY)
- Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and ... create complex financial plans, then join a team that is a...open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing… more
- Fidelity TalentSource LLC (New York, NY)
- …Reimbursement program can help you obtain one The Purpose of Your RoleThe Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a ... Job Description:Planning Consultant As a Planning Consultant , you...acquire series 65/66 upon hireFinancial services experience preferably in financial planningDegree and/or other professional certifications such as CFP… more
- Fidelity TalentSource LLC (New York, NY)
- Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound… more
- Fidelity TalentSource LLC (New York, NY)
- …related field and three (3) years of experience as a Management Consultant II (or closely related occupation) performing strategic planning, business development, ... and influencing strategic business decisions by preparing investment materials -- financial models, deal memos, and presentations -- using Excel, PowerPoint, and… more
- Fidelity TalentSource LLC (New York, NY)
- …clients and that's a key component to the role of the Wealth Management Planning Consultant . The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 ... that support the overall strategies developed for the client by the Financial ConsultantHelping with pre- and post-guidance appointments; making follow-up calls to… more
- Creative Financial Staffing (New York, NY)
- Prophix Consultant CFS is working with a prominent, non-profit agency who is looking for someone to join their fiscal team and support their financial systems. ... In business for 100+ years providing various services to neglected children, homeless families, hungry seniors etc. An Opportunity to be a part of a restructured department and implement change. They provide full benefits (medical / 403B / PTO / etc.)… more
- Creative Financial Staffing (New York, NY)
- Part Time Accounting & Finance Consultant All levels encouraged to apply! About the firm: Our client is one of the largest nonprofit organizations in the United ... States with a focus on healthcare and improving the quality of life for children and adults. In existence over 70 years and extremely stable Position will require approximately 25 hours per week with flexibility The firm has a high approval rating of the CEO… more
- The Rogosin Institute (New York, NY)
- …In conjunction with the IGT accountant, the administrative staff works with the Medicare consultant to prepare quarterly IGT financial reports. * Meets with the ... * Maintains monthly statistics for finance reports and Medicare Consultant * Collaborates with Financial Officers of...reports and Medicare Consultant * Collaborates with Financial Officers of IGT-supported transplant programs * Works with… more
- Creative Financial Staffing (New York, NY)
- Accounting Manager/Audit Consultant Our client is a well-stablished, stable nonprofit in existence over 30 years Consistently receives highest rankings from ... such as month end support, bank reconciliations, journal entries, financial reporting Communicate with Auditors directly regarding items needed Experience… more
- Creative Financial Staffing (New York, NY)
- Senior Project Accountant for Architect Firm Creative Financial Staffing of New York is currently working with a prominent global Architectural firm located in ... dollar projects About the position: Ensure timeliness and accuracy of financial , project, and management reporting data Prepare, review, and maintain Initial… more
- Creative Financial Staffing (New York, NY)
- …Role Responsibilities- Senior Project Accountant: Ensure timeliness and accuracy of financial , project, and management reporting data Prepare, review, and maintain ... Forecasting, including budget to actual comparisons Review and approve all consultant invoices, including reviews of unbilled expenses Billing/Accounts Receivable -… more
- MetLife (NY)
- Senior Financial Consultant City/Cities Bridgewater, New York, Tampa State(s) Florida, New Jersey, New York Country United States Working Schedule Full-Time Work ... it's \#AllTogetherPossible . Join us! Join our dynamic team as a Senior Financial Consultant , where you'll play a pivotal role in supporting the sign off for… more
- Elevance Health (New York, NY)
- …you a check, or ask you for payment as part of consideration for employment. ** Financial Consultant Sr.** + Job Family: AFA > Financial Reporting, Planning ... includes virtual work and in office days 1-2 times per week. The Financial Consultant Sr. is responsible for providing financial analysis and preparing… more
- Elevance Health (Manhattan, NY)
- …you a check, or ask you for payment as part of consideration for employment. ** Financial Consultant Manager/Lead** + Job Family: AFA > Financial Reporting, ... _Responsible for leading the process of preparation and interpretation of complex financial analysis for Medicare lines of business. Has end to end… more
- Charles Schwab (New York, NY)
- …with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of ... of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients... futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust,… more
- CCSI INC (Rochester, NY)
- Senior Consultant , Financial Analyst WFH Flexible * Rochester, NY (http://maps.google.com/maps?q=Rochester+NY) * Consulting Job Type Full-time Description Senior ... Consultant , Financial Analyst Consultant Rochester, New York[Hybrid in New York State Only] FULL-TIME [Nonexempt] : 40 hours Coordinated Care Services Inc… more
- CCSI INC (Rochester, NY)
- Consultant , Financial Analyst WFH Flexible * Rochester, NY (http://maps.google.com/maps?q=Rochester+NY) * Consulting Job Type Full-time Description Consultant ... Coordinated Care Services Inc (CCSI) (https://positions.paylocity.com/PositionManagement/wizard/2033530) seeks a talented Consultant , Financial Analystto contribute their expertise in… more
- Principal Financial Group (Melville, NY)
- **What You'll Do** As a ** Financial Services Marketing Consultant - Melville, NY regional sales office,** you'll assist management and advisors in developing and ... resources needed for advisors to improve business development efforts and meet financial objectives. + Assist management or advisors in developing and implementing… more
- Capco, a Wipro Company (New York, NY)
- …gained through prior experience and engagements. **About the Job:** As a Principal Consultant - Non- Financial Risk, you will work alongside industry experts as ... assessments to large-scale change initiatives, for leading clients across financial services-including investment banking, retail banking, wealth/asset management, and… more
- HUB International (New York, NY)
- …+ Manage data collection process. + Perform data analysis and basic financial analysis. + Conduct plan performance analysis. + Develop claims projections for ... existing clients. + Assist with financial modeling of plan design alternatives. + Assist in developing client contribution strategies. + Assist with carrier… more
