Financial advisor jobs in College Point, NYCreate job alerts

Provide analysis, recommendations, and strategic insight on a variety of issues as a key advisor ... Solid experience in Financial Services, preferably in Capital Markets and specifically on US ...

Founded in 1945, Cantor Fitzgerald is a global financial services firm and the largest private ... party advisors * Organize and participate in marketing and client meetings * Conduct industry and ...

... 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 ...

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 ...

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

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 ...

Our client, a top financial services firm, is seeking a temporary contract attorney with experience ... to act as a trusted advisor. * Strong interpersonal skills, executive presence and comfort ...

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

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 ...

Financial Modeling: develop and use robust financial modeling that highlights key performance ... With titles ranging from Operating Partner to Industry Advisor, to River Guide, the common thread ...

... 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 ...

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

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 ...

... 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 ...

The Company is a global leader in financial technology managed services and IT infrastructure ... Serve as a technical advisor to the client, providing guidance on company best practices. * System ...

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 ...

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 ...

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 ...

... a diversified financial services company. The Compliance Testing & Policies Manager will ... You will be a trusted advisor to business lines, handling complex aspects of the compliance ...

Advising newly CTL funded programs on the financial and operational structures and processes that must be established for proper program tracking and management. * Creating, maintaining, and ...

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

Advise Design and Development on recommended product offerings and collection structure, at both a ... Oversee the DTC channel P&L; partner with Finance on budget, planning and forecasting * Strong ...