Financial adviser jobs in Woodside, NYCreate job alerts

Advise on risk remediation by creating corrective action plans * Provide the necessary support and ... Minimum 8 years of experience in the financial services industry * Knowledge of compliance rules ...

Experience advising clients on licensing, distribution agreements, and issues related to AI ... issues in the tech, financial, telecommunications, healthcare and life sciences sectors

We've developed technology that makes it easy for insurance brokers and financial advisors to find best-fit coverage for their clients on an ongoing basis, but that's just the start. Our mission is ...

... financial advisors to ensure accuracy and timely payments. -Assist in monitoring and optimizing financial resources, ensuring every aspect of the principal's personal and professional expenses are ...

World Insurance Associates ("World") is a unique financial services organization with a global ... Position Overview Surety Bonds Sales / Revenue Producer Our Client Advisors bring risk management ...

Lead Advisor is a wealth management search firm and this role is to work for a client. For other ... financial security planning contest tracking. • Manage and oversee other agency contests as ...

Troubleshoot functional issues in a complex financial environment, with various applications and architecture regionally and/or globally. Multi-tasking environment. * Crisis Management with ...

In this role, you will be the primary point of contact for CPAs, RIAs, financial advisors, and individual clients, providing exceptional support and guidance in tax savings strategies. Your ability ...

Our client, a top financial services firm, is seeking a temporary contract attorney with experience ... Advising business, product and engineering teams on innovative products, from conceptualization to ...

JOB DESCRIPTION * Assist attorneys in filings, investment adviser and mutual fund formations and ... At least 3 years of experience as a Paralegal supporting attorneys in corporate financial services

... finance products offered by us within the operational model in place at any given time * Issuance and maintenance of standby letters of credit. * Advising/Confirming and maintenance of standby ...

Financial Modeling: develop and use robust financial modeling that highlights key performance ... We position our clients for superior investment returns by cultivating CEO-level executive advisors ...

High comfort level to meet with residents/families to discuss and advise on their financial obligations * Must be computer literate, and proficient in Microsoft Office * Should be highly detailed and ...

Regular advising on both borrowers and lenders in mortgage and mezzanine financing transactions (including both securitized loans, balance sheet loans, bridge loans, and construction loans

... financial management; empowerment and self-help; wellness self-management with a focus on ... Advise participants on holistic health maintenance and disease prevention including nutrition, diet ...

The person will join a collaborative team that together operates the compliance function from start to finish, advising senior management and supervising outside counsel and consultants, but also ...

... advising on solutions. * Oversee large exterior remodel projects from planning to completion ... Financial acumen in budgeting, including figure forecasting, budget control and management, and ...

Octagon Credit Investors, LLC is a 25-year-old, $34B+ investment adviser focused on leveraged loan ... Familiarity with credit and financing arrangements, including loan origination, secondary trading ...

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

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 ...

... 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 ...

WM SSA consultants specialize in exit readiness, advising companies on the strategic and operational factors that can impact a potential recapitalization, financing, or exit to a strategic or ...

... Financial Reporting, and Treasury. * Advise on best practices and provide strategic recommendations for configuration design. * Collaborate with C-suite executives and senior leadership to ensure ...

... Assists Financial Advisors via MSSN/PSN calls and Case Management tickets that are sent to Tax Ops-Assist in reviewing Year End Processing, Mass corrections, IRS Files, Reclasses-Process daily ...