Financial adviser jobs in Elmhurst, NY - Page 3Create job alerts

Advising the management team on emerging industry trends and methodologies in managed care ... Identifying or creating tools, financial modeling systems or other resources to assist with payor ...

Act as first point of contact and become a trusted advisor to both existing and potential clients ... A background or degree in sales, finance, economics or similar is required * Possess exceptional ...

... investment adviser regulation, public offerings and private placements regulations and disclosure; and corporate finance matters, including valuing private assets, mergers and acquisitions and ...

The EA will act as a trusted advisor and right-hand to the CEO and CFO, ensuring smooth execution of critical business priorities while optimizing their time through expert schedule management. This ...

Reporting to the Head of Fund Administration, you will serve as a key tax advisor for our U.S ... Financial instruments and transactions related to fund investments, /including: * Fixed income and ...

... financial services companies. Why do we stand out in technology staffing? We listen and act as advisors for our candidates on how they can best add value, find interesting projects, and pave a path ...

Develop and maintain strong relationships with advisors, intermediaries, and portfolio company executives. Qualifications * Education : Bachelor's degree in Finance, Economics, Business, or a related ...

... sub-advisers. * Support development of reporting associated with Fiduciary activities to ... Minimum 5 years within or related to financial services Skills and Knowledge * Knowledge of OCC Reg ...

It is a registered investment adviser under the Investment Advisers Act of 1940. Primary Responsibilities: * Execute orders across a variety of financial instruments, including bonds, bank loans ...

Manage financial expense reporting related to international activities, maintaining accurate ... Please advise what interests you about this role.

In this position, you'll build and lead a team of service-minded Managers, Opticians, and Advisors ... Execute and improve all operational activities to meet your store's financial targets and customer ...

Monitor, analyze, and synthesize recent news, financial and academic research, and economic data ... About Global X Global X is the investment adviser to the Global X Funds and a New York-based ...

... party advisors including management consultants, lawyers, and accountants * Research and evaluate new areas including creating financial models and conducting business diligence * Conduct due ...

... with finance leaders and C-level executives. * Customer Relationships : Cultivate and maintain long-term relationships with clients, acting as a trusted advisor for their cash flow needs

... advising across all aspects of our client's customer acquisition program. We are ultimately ... Strong financial planning and strategy skills * Strong oral and written communication skills in ...

Facilitate relationships between customers and financial services advisors- ensuring the best fit * Qualify leads and build relationships with customers to ensure an excellent experience is had ...

... in the financial services, fintech, and capital markets. This organization is built on ... Build and maintain strong client relationships, acting as a trusted advisor. * Lead brainstorming ...

Capitalizing on the firm's financial acumen and technology prowess, Cantor's portfolio of ... Support the Cantor Investment Banking Division & Structured Products Group by advising on legal ...

Coordinate (with CDO) and update the joint work list and manage use by the new advisors (quarterly ... Six-years+ of financial services industry experience. Superior meeting facilitation and ...

... financial insights, handle work allocation and staffing, support client value initiatives, and otherwise support the practice's business needs and operations. As a trusted advisor and "chief of staff ...

Silvercrest Asset Management Group LLC is a leading independent, registered investment advisor ... or a similar role, preferably in financial services or a global organization. * Strong ...

Having experience at a financial services organization or brand/advertising agency, with a strong ... This role involves strong collaboration, teamwork, and being a trusted advisor to our partners and ...

... the financial advisory firm. The Managing Director will play a pivotal role in driving sales ... Serve as a trusted advisor to investors, providing insights into market opportunities and trends

... advisor in their success. What We're Looking For: * 2-4+ years of experience in private equity, investment banking, or a related finance field. * Strong financial modeling and deal analysis skills ...