Are you a business? Hire finance investment candidates in Hicksville, NY
... Investment, Retirement, and Voluntary Worksite benefits planning. We work closely with clients to understand their financial goals, assess their needs, and recommend suitable solutions for their ...
... financial performance, and strategic priorities to internal and external stakeholders Engaging with investors, regulatory bodies, and community groups as needed. Other Essential Job Functions include
Oversee and manage client investment portfolios, ensuring alignment with their goals and risk ... Stay informed about financial products, investment options, and market trends to offer clients ...
Financial Advisor Responsibilities * Build and maintain strong relationships with clients ... Collaborate with internal teams, such as the investment director and insurance specialists, to ...
We respect and invest in each individual to create growth, pride and satisfaction. If we are able ... Employee Assistance Program (mental health and financial literacy resources) * Fully-Funded ...
You do not need to have a background in finance to get started. We are looking for individuals who ... Wealth Management: $281 billion retail investment client assets held or managed by Northwestern ...
You will collaborate closely with the firm's investment professionals and planning team to deliver comprehensive financial planning and investment solutions. Work Modality - This role is ideally a ...
In return, the firm offers a competitive salary including multiple financial bonus opportunities ... The firm's investment in this arena has been observed by numerous publications and we were honored ...
Work collaboratively with other colleagues in Investments, Portfolio, and Finance team and worldwide locations * Presentations to C-Suite Job Requirements * Bachelor's degree in Real Estate, Business ...
Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but ...
... investment for assigned channel of trade's sales and inventory. It will also involve planning purchases and managing inventory to achieve financial objectives (e.g. maximizing sales potential ...
... financial statements and footnotes • Manage and direct handling of Investment Accounting • Prepare corporate tax provisions & premium tax filings for states and local jurisdictions. • Maintain ...
Develop Investment Proposals & provide trade recommendations. Execute transactions on brokerage platforms Managre cash requirements & compliance reporting Assist with portfolio analysis & commentary ...
Certified Financial Planning (CFP®) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT ...
Our company is seeking a dynamic and experienced Plant Controller to join our team. Implement and maintain financial controls and procedures, ensuring compliance with company policies and regulatory requirements.
Candidate must be a CPA and have a minimum of 7 years of public accounting experience specializing in tax compliance and tax consultation as a Generalist. We are hiring both a Tax Manager and Senior Tax Manager at this time!. Candidate must be confident in his/her knowledge of tax issues and be a...
Bachelor’s degree in Accounting or Finance, Masters or MBA preferable. Four or more years of experience, preferably a mix of accounting and corporate finance. Qualified candidates will have a Bachelor’s or MBA in Accounting or Finance along with experience in corporate financial planning and ana
Collaborate with other teams as needed to manage the team’s budget draw-ups.
On this team you will gain experience in a wide array of areas including financial reporting, investment accounting, financial analysis, amongst other valuable skills. Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln ...
In addition, as needs arise, the Compliance Advisor Manager will assist in the advisory of the Finance corporate function, which is responsible for executing overall financial management of Capital One and includes Corporate Treasury. Capital One offers a comprehensive, competitive, and inclusive...
Execute a specific plan for analyzing the necessary data to secure solutions to clients' business information needs.
Bachelor's degree Accounting or Finance required.
SimpleCITI Companies is a nationwide commercial real estate and specialty finance firm specializing in acquiring, managing, developing, leasing, and financing assets in major cities.
