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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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From ideation to monetization, Portage Point delivers excellence across transaction advisory services (TAS), transaction execution services (TES), office of the CFO (OCFO), performance improvement (PI), interim management (IM), investment banking (IB) and turnaround and financial restructuring (TRS.
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APS ensures that medical and psychiatric services, eviction prevention, financial management, home care, legal services and as last resort, guardianship services are provided.
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At the forefront of specialized financial services, Globe Life American Income Division Hart Organization helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client.
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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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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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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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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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RSC Africa Deputy Director Administration and Operations will have overall responsibility of CWS RSC operations and administration function including Finance, Procurement, Financial Risks and Compliance, Information Technology, General Services, Travel & Logistics components of CWS RSC Africa.
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In this capacity the MTD will partner with Merrill Advisory stakeholders such as Financial Advisor (FA) and Private Wealth Advisor (PWA) teams, Market Executives and Wealth Strategists to provide fiduciary oversight and trust administration to complex and sensitive client relationships.
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Industries served by the Operational Partnership Services practice include private equity, real estate, telecom, technology, healthcare, media & entertainment, energy, retail, and financial services that frequently involve asset management, venture capital, and international outbound joint ventures.
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Direct reports to the CFOO include members of the Business Office (controller, accounts payable, accounts receivables, and payroll), the Director of Facilities, Director of Human Resources, Director of Technology, Director of Food Services, outside vendors (e.g. general contractors, security staff, etc.
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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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Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions. in our Operational & Non-Financial Risk Management division of Voya's Enterprise Risk Management function.
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While not always mandatory, obtaining professional certifications such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Chartered Accountant (CA) can enhance your credibility and qualifications as a CFO.
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financial services professional jobs Company: Tandym Group in Long Island City, NY
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