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

Advising on policies, procedures, and standards required for licensing. * Collaborate with ... Strong knowledge of digital asset and financial services regulations. * Legal writing and research ...

... and Finance. In this environment, the Director will act as an extended staff member and close advisor to school leadership, developing strategic workforce plans, advising on organizational ...

Appropriately identifies and refers cases to the physician advisor to support timely progression of ... Liaison with financial department for current insurance coverage. * Collaborates and participates ...

Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as ...

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 ...

... by employees, our mental and financial health resources, and our personalized learning ... Advise and develop SOC initiative roadmaps for clients to further secure their environments * Scope ...

BGC Partners is a leading global brokerage and financial technology company. BGC specializes in the ... Candidates must have the ability to analyze and forecast commodity market trends, advise clients on ...

... financial and otherwise. In this role you will cover compliance functions under NFA/CFTC ... adviser, and Lime Crypto LLC. Securities are offered through these regulated entities. * Lime ...

... and experience in financial services. You will play a critical part in evaluating business processes, assessing risks, and advising management to strengthen the control environment. Key ...

... 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 ...

Patient Financial Services Job Description: The Outpatient Accounts Manager directs the Outpatient ... Analyze and report Accounts Receivable data, advise on trends, and offer solutions. * Monitor third ...

... 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 ...

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 ...

... advisor experiences that lean into the power of human guidance, improving our customer's financial wellness and peace of mind, and enabling our agents to grow their small businesses. * You'll step ...

A prestigious and top-rated global financial institution is presently seeking a Senior Associate to ... and advise on complx deal structures. General leveraged loan credit experience is essential

... Finance, Production, Creative, Editorial, Technology, Strategy, among others. Whether it's creating timelines for projects, advising on the prioritization of active tasks, communicating milestones ...

Advise on regulatory compliance issues related to reinsurance and underwriting activities. * Collaborate with underwriting, claims, operations and finance departments to address legal issues and ...

Cultivate relationships with financial representatives via phone and email contact. * Accommodate ... Consult with investment advisors to understand needs and cross sell products as appropriate

... financial services, professional services, and high-net-worth individuals. As they continue to ... Act as a trusted advisor to clients, providing high-quality, strategic tax advice and solutions ...

Advise investment team on regulatory compliance matters, including conflicts of interest ... finance teams * Enhance and maintain effective trade surveillance program to ensure compliance with ...

Build and maintain strong client relationships, acting as a strategic partner and technical advisor ... Background in capital markets, financial products, or consulting is a plus. Bonus Skills: * Backend ...

Domify tackles the complex world of compliance and regulations in financial services, starting with ... The opportunity to work with a diverse group of successful and motivated colleagues and advisors ...

Drive client development through advising on client strategy; building and participating in client ... Identify trends in M&A, fund formation, debt finance, restructuring, capital markets, real estate ...

... advising clients, and closing * Development and execution of staffing and diversity hiring plans ... Experience in financial services is strongly preferred * Bachelor's Degree with a strong academic ...