- TD Bank (White Plains, NY)
- …you ready to launch the next bold chapter of your career? As a Financial Advisor , you'll step into a three-year career-launching program, offering a competitive ... TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and...and smart investments, this is your moment. As a Financial Advisor you will leverage your experience… more
- M&T Bank (Mamaroneck, NY)
- …Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... in alignment with their individual needs. + *Coach and mentor less experienced Financial Advisors, Licensed Bankers and Business Banking staff to ensure quality… more
- KeyBank (Mahopac, NY)
- …Assist Private Client Advisor in engaging licensed and non- licensed Branch personnel to identify investment referral opportunities from new clients and ... of Key Investment Services solutions to support cross- selling opportunities and learn the core bank products to generate...of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor… more
- KeyBank (Tarrytown, NY)
- …Be an active member of the Branch team. Engage licensed and non- licensed Branch personnel to identify investment referral opportunities from new clients and ... 10591 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- JPMorgan Chase (Congers, NY)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on… more
- CVS Health (Peekskill, NY)
- …stores and continuing to grow. We are seeking a talented, sales oriented, Licensed Beauty Sales Consultant who is passionate about the beauty industry and believes ... customers to ensure they have a world class beauty advisor experience. + Provide personalized sales service based on...and uphold the highest standards of service. + CVS Licensed Beauty Sales Consultants are required to provide ear-piercing… more
- KeyBank (Cortlandt Manor, NY)
- …their day, personally, professionally, and financially. + Listen for clues for financial wellness opportunities during client conversations and provide effective ... York 10567 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and… more
- Bank of America (White Plains, NY)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... well as uphold the Firms' reputation. Additionally, they ensure Financial Advisors are properly licensed ; respond to...activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring… more
- KeyBank (Tarrytown, NY)
- …Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- Deloitte (Stamford, CT)
- …CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... for improving computational software applications and proprietary solutions, we have the career opportunity to keep you buzzing! Work You'll Do: As a Manager on our… more
- Deloitte (Stamford, CT)
- …CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... improving computational software applications and proprietary solutions, we have the career opportunity to keep you buzzing! Work you'll do: As a Senior on… more
- Deloitte (Stamford, CT)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...perform research to advise on transactional and tax planning opportunities with the support of our robust Washington National… more
- Deloitte (Stamford, CT)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...perform research to advise on transactional and tax planning opportunities with the support of our robust Washington National… more
- Deloitte (Stamford, CT)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... career at Deloitte Tax will provide you with the opportunity to provide high-value tax services to some of...while working with leadership to identify process improvements and opportunities for new services. The Senior Consultant will ensure… more
- Deloitte (Stamford, CT)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... compliance 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… more
- JPMorgan Chase (West Harrison, NY)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will ... offer comprehensive financial planning and advice to individuals and families. Your...that points toward doing right by clients at every opportunity + Foster a client-centric planning process and ensure… more
- Deloitte (Stamford, CT)
- …CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... compliance process for investment partnerships, we have an exciting opportunity for you as a Senior Tax Manager on...on compliance and consulting projects related to tax planning opportunities and the tax implications of various transactions to… more
- Deloitte (Stamford, CT)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST or ... and challenging role? If so, we have the career opportunity to keep you intrigued well beyond the tax...state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning, and cash-tax planning;… more
- JPMorgan Chase (West Harrison, NY)
- …with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, ... through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available through Chase… more
- Deloitte (Stamford, CT)
- …CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Investment Trust qualification rules? Are you looking for an opportunity to develop and pursue creative strategies while using...+ One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible… more