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Position Overview The Director, Financial Planner/ Wealth Advisor will support the Senior Managing Director of Financial Planning in providing comprehensive, sophisticated, fee-based financial planning analyses and recommendations to the clients of Webster Private Bank.
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As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.
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Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners, create the Citizens Private Client team.
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Diverse Cases: Work in private-duty one-on-one settings or facility-based care cases. With over 500 caregivers and four branches, we've earned The Joint Commission Gold Seal of Approval, and our private-pay clients depend on us for unparalleled service.
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If so, our Long Island office is searching for their next Private Jet Sales Consultant! Building relationships with Private Jet Operators to ensure we are able to provide the most suitable aircraft choices for the clients’ requirements.
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In your role as a Private Equity Tax Operations Senior, you will see this firsthand by being immersed in the evolving tax environment through teaming with our global private equity professionals to develop and oversee the implementation of post-transaction tax operating plans, prepare income tax filings, prepare and audit income tax provisions, consult on planning opportunities, and coach and develop staff on your engagement teams while working on globally active business entities.
$148,700 a yearFull-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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Valid driver's license or NYS Non-Driver ID card (drivers preferred). Alvita Care is not just a home healthcare agency—it's a mission-driven community that provides exceptional care across In-Home Personal Care, Alzheimer's & Dementia Care, Palliative & Hospice Care, and Geriatric Care Management.
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With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
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A large physician-owned organization with practices across NYC is seeking a full time pediatrician for their growing site in Nassau County.
$180,000 a yearFull-timeExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.
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HealthPlus Staffing is assisting a well established organization with their search for an Endocrinologist to join their team in Queens, NY. With over 35 clinics and over half a million patients across the 5 boroughs and Long Island, the growth potential is exponential.
$260,000 a yearFull-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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Ability to identify risk exposures, special or common hazards, and appropriate controls.
$115,000 a yearFull-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
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Title: private Company: Jp Morgan Chase in Glenwood Landing, NY
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