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If you are a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA®), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm.
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Interview Veterans/families to assess resources needed in the areas of housing, financial assistance, extended-care facility placement, transportation, home help, support groups, respite, day healthcare, day treatment programs, legal aid, and other services.
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A social services organization in New York is actively seeking a licensed clinical professional to join their growing join their staff as their new Vice President of Homeless & Veteran Services.
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Job DescriptionJob DescriptionTitle: Tax Senior Manager, Technology & Professional Services Department: Tax, Technology & Professional Services Supervises: ManagersRole Type: Full time Location: New York, NY (Hybrid), or RemoteABOUT THE COMPANY:Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries.
$160,000 - $220,000 a yearFull-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter / VP / Director / Vice President / Wealth Management.
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Strong understanding of the financial services industry – capital markets, retail and business banking, asset management, insurance, etc. Minimum of fifteen years of overall technical experience in solution architecture, design, hands-on development with a focus on big data technologies, multi-cloud platforms, and with at-least ten years of experience specifically in financial services.
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ROWE Professional Services Company is an employee-owned, full-service professional consulting firm specializing in civil engineering, surveying, aerial photography/mapping, LiDAR, landscape architecture, planning, and land development.
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A career within Financial Markets Business Advisory services, will provide you with the opportunity to contribute to a variety of audit, regulatory, valuation, and financial analyses services to design solutions that address our clients' complex accounting and financial reporting challenges, as well as their broader business issues.
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Ankuras Valuation and Transaction Advisory (VTA) practice helps companies and counsel address complex financial issues, including navigating challenging and high stakes legal and regulatory matters, as well as provide in-depth advisory services on transaction, restructuring, strategic, tax and financial reporting issues.
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In the Financial Services Group, responsibilities include supporting investment banking engagements and new business development. Associates work across all industry verticals within financial services and will be afforded the opportunity to obtain a very diverse understanding of the financial institution landscape.
$175,000 - $225,000 a yearFull-timeExpandApply NowActive JobUpdated 29 days ago - UpvoteDownvoteShare Job
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5 years working knowledge of the data supporting financial services functions such as accounting, lending, securities trading, member operations or equivalent. Data Analytics Expert (Financial Services.
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5+ years professional experience in a financial crimes/anti-money laundering group (or similar) at a financial institution. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
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Citizens JMP is a leading middle market investment bank that supports clients across a focused set of industry sectors (Financial Services, Aerospace Defense & Government Services, Business Services, Consumer, Gaming Lodging & Leisure, Healthcare, Industrials, Technology & Communications, Transportation & Logistics.
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Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
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Experience in Financial Services, Non-Profit, Education, Entertainment, or other verticals with recurring revenue is highly preferred. Experience integrating multi-channel campaigns with $20M+ budgets for Companies within the Financial Services Industry vertical.
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financial services professional jobs Company: Tandym Group in New York, NC, Louisiana
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