Financial Services Consultant jobs in New York
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VP, FINANCIAL CONSULTANT
In this exciting role, you'llgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Pursuant to SAFE Act requirements, all employees engaged in residential loan mo...
| Company | Charles Schwab |
|---|---|
| Address | New York, NY |
| Category | Accounting/Finance |
| Date Posted | a week ago See detail |
VP, Financial Consultant
Charles Schwab
New York, NY
In this exciting role, you'llgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Pursuant to SAFE Act requirements, all employees engaged in residential loan mo...
a week ago seen See more...
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Audit Manager, Financial Services (Hybrid)
Capital One
New York, NY
Leads audits or significant components of audits covering Capital One Auto Finance (i.e., sales, dealer risk and funding, customer operations, collections, etc.).. Develops engagement planning documentation to communicate rational...
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VP, Financial Consultant - Fairfield, CT
Charles Schwab
New York, NY
A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Ability to build strong relationships, en...
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VP, Financial Consultant - Paramus, NJ
Charles Schwab
New York, NY
A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Ability to build strong relationships, en...
a week ago seen See more...
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VP, Financial Consultant - Fairfield, CT
Charles Schwab
New York, NY
A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Ability to build strong relationships, en...
a week ago seen See more...
- View all - jobs in New York, NY
VP, Financial Consultant - New York, NY
Charles Schwab
New York, NY
A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Ability to build strong relationships, en...
a week ago seen See more...
- View all - jobs in New York, NY
VP, Financial Consultant - Paramus, NJ
Charles Schwab
New York, NY
A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Ability to build strong relationships, en...
a week ago seen See more...
- View all - jobs in New York, NY
Financial Consultant I
Hudson Valley Credit Union
Kingston, NY
Establish value-added relationships with members and support the activities of the Senior Financial Consultant.. Meet customers financial needs including, but not limited to, the following: a. Funding for a secure retirement b. F...
2 weeks ago seen See more...
- View all - jobs in Kingston, NY
VP, Financial Consultant - New York, NY
Charles Schwab
New York, NY
In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. Pursuant to SAFE Act requirements, all employees engaged in residential loan mo...
2 weeks ago seen See more...
- View all - jobs in New York, NY
VP, Financial Consultant - Huntington, NY
Charles Schwab
New York, NY
In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. We offer a competitive benefits package that takes care of the whole you - both...
2 weeks ago seen See more...
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Financial Services Capital Markets Senior Manager
Ernst & Young Llp
New York, NY
Competitive
Continuous learning: Youll develop the mindset and skills to navigate whatever comes next.. Success as defined by you: Well provide the tools and flexibility, so you can make a meaningful impact, your way.. Transformative leader...
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Industry Senior Advisor - Financial Services
Sap
New York, NY
We offer a highly collaborative, caring team environment with a strong focus on learning and development, recognition for your individual contributions, and a variety of benefit options for you to choose from. ) Solution selling...
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US Seasonal Tax-Financial Services Organization-Indirect Real Estate- Manager
York State Department Of Labor
New York, NY
Contributing to the overall success of the team by developing a thorough understanding of EY methodologies and tools to enhance service delivery. Challenging traditional procedures and finding new approaches to provide tax service...
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Associate Financial Services Representative
Northwell Health
New York, NY
Primarily performing all functions within a customer tele-servicing center, servicing a high volume of billing related customer requestsJob Responsibility:* Understand intricacies of health care billing and how to communicate effe...
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Financial Consultant Mass Market
Hudson Valley Credit Union
Poughkeepsie, NY
Grow share of wallet in the existing Mass Market client base finding their needs and then offering appropriate solutions in a compelling way so the customer sees the value, understands the features and benefits and purchase the so...
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US Seasonal Tax-Financial Services Organization-Indirect-Manager
Ernst & Young Llp
New York, NY
Competitive
A strategic eye toward prioritizing when working on multiple complex projects. Influencing skills, and the confidence and curiosity to question existing processes. The ability to produce technical writing and research in a tax con...
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Managing Director, Sr. Client Partner (Banking & Financial Services)
Ntt Data, Inc.
New York, NY
Actively collaborate with Sales to hunt for new accounts, targeting 1-10 new logos depending on level Leverage Sales support, ensure clear GTM messaging across accounts Develop and maintain strong relationships with client execut...
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Financial Services Representative
Northwell Health
New York, NY
All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.Job Qualification* High School...
3 weeks ago seen See more...
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Financial Services Representative I Bilingual
Hudson Valley Credit Union
Newburgh, NY
Open new memberships, new accounts, and new loans and process loan and account transactions for retail and business members. Use needs based sales approach, ask questions to uncover ways to meet members financial needs with addit...
3 weeks ago seen See more...
- View all - jobs in Newburgh, NY
Oracle Services - Oracle Applications Technical Architect - Manager - Tech Consulting-Open Location
York State Department Of Labor
New York, NY
An optimal applications portfolio and governance structure that aligns with IT strategy and business architecture. Improvement in application performance driving higher customer (internal and external) satisfaction. Cost reduction...
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Financial Services Representative
The Bank Of Greene County
New York, NY
Performs both platform and teller line duties.RequirementsEDUCATION & EXPERIENCE:* High School diploma or equivalent; college degree preferred* 2 years cash handling experience, prior banking experience preferred* Strong interpers...
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Financial Services Representative II
Teachers Federal Credit Union
New York, NY
Join Our TeamSummary:The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually. The...
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Financial Services Representative
Northwell Health
New York, NY
All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.Job Qualification* High School...
3 weeks ago seen See more...
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Financial Services Risk, Process and Controls (Internal Audit), Insurance - Senior
York State Department Of Labor
New York, NY
Internal audit co-sourcing and outsourcing. Internal audit transformation. Data Analytics. Control testing. External quality assessment reviews. Assessments and diagnostics; and. ICFR, SOX readiness and optimization. Bachelor's de...
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Financial Services Representative
Northwell Health
New York, NY
All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.Job Qualification* High School...
3 weeks ago seen See more...
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Senior Financial Services Representative
Northwell Health
New York, NY
Obtains all necessary information and enters it into the billing system for timely and accurate billing and collection.Job Responsibility* Registers/re-registers patients; reviews registration forms for completeness and accuracy o...
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Technical Account Manager, Enterprise Services - Bloomberg Financial Services
Bloomberg
New York, NY
Partnering with the account team (Sales and Product Specialists) to identify and provide technical qualification of sales opportunities. Understanding client technical strategy and roadmap, matching Bloomberg solutions against tho...
2 weeks ago seen See more...
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Managing Director, International Tax - Financial Services
Bdo Consulting
New York, NY
Develops, recommends and implements practical International Tax consulting ideas related to client situations. Ensures client service teams comply with firm policy regarding Written Tax Advice (WTA). Identifies and resolves comple...
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Financial Services Risk Management, Non-Financial Risk (Insurance/WAM) - Senior
York State Department Of Labor
New York, NY
A bachelors degree in Finance, Accounting, Business, Economics or a related field and 2 years of progressive, post-bachelors work experience in financial Risk Management. Alternatively, must have a masters degree in Finance, Acc...
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Financial Services Risk Management, Non-Financial Risk, Insurance or WAM - Manager
York State Department Of Labor
New York, NY
A bachelors degree in Finance, Accounting, Business, Economics or a related field and 5 years of progressive, post-bachelors work experience in Risk Management. Alternatively, must have a masters degree in Finance, Accounting, B...
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