- TD Bank (Lawrence, NY)
- …continued success, apply today, and explore the opportunity to join us as a licensed, Financial Advisor II . Candidates that hold a current Series 7/66 will ... be considered. The Financial Advisor II (FA) role requires previous experience selling investments and providing financial planning & will need to… more
- Bank of America (Brooklyn, NY)
- … Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II , where you will continue to practice the ... and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II , you will have the opportunity to advance… more
- Bank of America (Forest Hills, NY)
- Private Client Advisor II Forest Hills, New York...are guided by a common purpose to help make financial lives better through the power of every connection. ... families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working… more
- University of Rochester (Rochester, NY)
- …progress and develop strategies to enhance academic performance. + Provide academic, financial , personal, social and career counseling for a defined caseload of ... + Provide support for multicultural student groups as either primary or secondary advisor , or chapter advocate. **Program Development** + Assist in the planning and… more
- Empire State University (NY)
- …26 2024 Job Description: Empire State University is currently seeking a full-time Bilingual Financial Aid Advisor (State Title: Financial Aid Advisor ) ... to join our team. The Financial Aid Advisor will administer, evaluate, process, verify, award and deny...AT ###, ext. 2240. IN ACCORDANCE WITH THE TITLE II CRIME AWARENESS AND SECURITY ACT, A COPY OF… more
- S&P Global (New York, NY)
- …**Grade Level (for internal use):** 12 **Director, Global Sanctions & Financial Crimes Compliance Program Advisor ** **About the Role:** **Responsibilities ... and Impact:** **The Impact:** + The Director, Global Sanctions & Financial Crimes Compliance Program Advisor will report to and work directly with the Head of… more
- City of New York (New York, NY)
- …of Child Support Services (OCSS) is recruiting one (1) Administrative Staff Analyst NM- II to function as the Advisor for Strategic Initiatives within Office ... latitude for independent initiative, judgment and decision-making, the Strategic Advisor is responsible for researching, developing and evaluating targeted… more
- TD Bank (New York, NY)
- …with the business while conducting audits + Consult assigned lines of business (trusted advisor ) for audit + Deliver CSI and follow up as appropriate + Strong ... orientation to new hires Preferred experience: CAMS, CFE certification Financial Crimes/AML Audit experience **Who We Are:** TD is...Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in… more
- Citizens (Rochester, NY)
- …66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... be responsible for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating… more
- Truist (New York, NY)
- …in office location, 50 Hudson Yards, four days per week.* Provides client and advisor support to a team of Wealth, Legal Specialty or Medical Specialty Group ... advisors managing a portfolio of high net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the client, and will serve as the… more
- TIAA (New York, NY)
- …Qualifications** : + Bachelor's Degree + 5+ years of experience in financial services + Prior advisor /consultant experience + Knowledge of institutional ... of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards… more
- HNTB (New York, NY)
- …cash flow, and contract compliance. The Project Analyst acts as the primary financial advisor throughout the project lifecycle, ensuring success in areas such ... our team of employee-owners. This opportunity entails being responsible for providing financial guidance to project teams, with a focus on budgets, profitability,… more
- Amazon (New York, NY)
- …customer behavior and sales performance. The successful candidate will be a trusted advisor to Global Mile sales leaders across the US & EMEA. Their insights ... analysis, segmentation analysis, cost-benefit analysis, scenario analysis, CLTV analysis, financial analysis, survey analysis, ROI analysis, opportunity sizing, conjoint… more
- Veterans Affairs, Veterans Health Administration (Canandaigua, NY)
- …technology. The DCHIO assists the CHIO as the CHIO serves as the primary advisor to the Medical Center Director, Chief of Staff (COS), Associate Director(s), and ... as needed. Virtual: This is not a virtual position. Financial Disclosure Report: Not required Requirements Conditions of Employment...with no additional nursing experience required. Nurse I Level II - An ADN or Diploma in Nursing and… more
- Wells Fargo (New York, NY)
- …the companywide risk management framework and Independent Risk Management function, and ( ii ) ERCC, which serves as the primary governance forum for the Company's ... Company through consistent demonstration of (i) competence in committee governance, ( ii ) an ability to influence others, (iii) partnership and collaboration across… more
- CIBC (New York, NY)
- …capital efficiency and maximizing loan portfolio profitability. Analysis of the financial markets generally and loan markets specifically, financing trends, deal ... to the loan market, providing (i) **market information** , ( ii ) **investor coverage** and (iii) **arranging, underwriting and distribution...CIBC's leading position in the loan markets as an advisor and debt arranger for core clients, both for… more
- TD Bank (New York, NY)
- …of Financial Institutions (OSFI) + Serves as a Trusted Advisor and analyzes exam/review results, industry shifts, executive management risk appetite, ... Business:** Risk Management **Job Description:** The Regulatory Relationship Manager II provides strategic oversight, assistance, and relationship management with… more
- Justworks (New York, NY)
- …technical guidance for compliance with Sarbanes-Oxley (SOX) regulations. + Lead the operational/ financial audit team as the management advisor and independent ... role presents a significant opportunity to (i) execute major integrated, operational and financial audits, SOC and SOX reviews, and special projects; ( ii ) offer… more
- Wells Fargo (New York, NY)
- **About Wells Fargo** Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in ... for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. **Wealth & Investment...and Department goals. + Serve as a strategic legal advisor to senior business and staff leaders of the… more
- TD Bank (New York, NY)
- …requirements for CCUL's merchant partner relationships. You will be a trusted advisor to product owners and risk stakeholders. The Senior Counsel provides oversight, ... of at least one area of law relating to banking/ financial services operations and issues + Integrity and high...learn and apply new technologies in work environment and ii ) capacity to understand current and emerging technologies in… more