Tax Director / Tax Partner – Financial Services (cpa firm) - Hybrid CPA firmTax Director / Tax Partner – Financial Services (cpa firm) - HybridUniondale, NY$225,000–$500,000 / yearFull timep tabindex="0">The Tax Director / Partner in the Financial Services group will be responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds.
NewFinancial Services Professional NYL - Nassau GOFinancial Services ProfessionalUniondale, NYNew York Life's culture of innovation and its focus on long-term client success ensure you're not just part of a company but a community dedicated to doing good. You'll build lasting relationships founded on trust and integrity, providing tailored financial solutions that truly make a difference.
NewSales Manager Financial Services NYL - Nassau GOSales Manager Financial ServicesUniondale, NYJoin us at New York Life, where we're committed to empowering our Sales Managers to lead with confidence and make a significant impact in the financial services industry. Monitor and report on sales performance, using data-driven insights to make informed decisions and adjustments as needed.
Entry-Level Financial Service Professional NYL Nassau-Suffolk RegionEntry-Level Financial Service ProfessionalMelville, NY$60,000–$100,000 / yearIdentify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.
NewFinancial Advisor New York Life - UniondaleFinancial AdvisorUniondale, NYli>Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
NewManager / Director Transaction Services (M&A) Kforce Inc.Manager / Director Transaction Services (M&A)Babylon, NY$75,000–$120,000Kforce's client, a well-respected Long Island, NY based CPA firm, is seeking a Manager/Director Transaction Services (M&A) to join their expanding practice. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
NewTax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesStamford, CT$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Bilingual French Contact Center Agent I Company ConfidentialBilingual French Contact Center Agent IQueens, New York$51,500–$55,000 / yearFull timeProvide internal and external member service by responding to calls, emails or chats in all inbound queues related to product information, account details, debit/credit card inquiries, establishing new accounts for existing members, etc. Regardless of seniority or role, uphold UNFCU’s mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors.
Financial Advisor Trainee New York Life - Melville, NYFinancial Advisor TraineeMelville, NYSpend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances. Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients.
NewTax Manager Vaco LLCTax ManagerGreat Neck, NY$150,000–$180,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Strategic Advisory: Lead and implement tax-efficient strategies for new investment structures, acquisitions, and joint ventures across various asset classes (e.g., real estate, financial services, manufacturing).
Retail Customer Service Associate FedExRetail Customer Service AssociateHicksville, New YorkFull timep>Pay Transparency: . Preferred Qualifications: .
NewFast Track Insurance Partner New York Life - Nassau County General OfficeFast Track Insurance PartnerUniondale, NYNew York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training in which participants start as financial professionals who gain first-hand experience in the field. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.
Netezza Migration Engineer - Azure (Remote) Kforce Inc.Netezza Migration Engineer - Azure (Remote)Armonk, NYRemote$80–$90This role will assess existing environments, migrate large-scale datasets, convert SQL and database objects, validate data, and optimize performance in the Azure data platform. Responsibilities: Assess existing Netezza environments, including schemas, tables, views, stored procedures, functions, data volumes, workloads, dependencies, and performance characteristics.
NewDirector Site Reliability Engineering Webster BankDirector Site Reliability EngineeringStamford, CT$135,000–$155,000 / yearModerate to advanced proficiency of cloud development, AWS services (ECS, EKS, S3, RDS, VPC), identity management (Okta), authorization frameworks (OAuth2), monitoring (Dynatrace), Agile DevOps (GitLab, Terraform), application security (Owasp, Veracode, AppScan), and API/Integrations (Apigee, MuleSoft, BizTalk). Familiarity with unit testing concepts and test automation frameworks (SpecFlow, SOAPUI), RESTful APIs and micro-services, WCF services, TSQL, SQL queries and stored procedures.
NewEntry-Level Fast Track Sales Manager NYL - MelvilleEntry-Level Fast Track Sales ManagerHuntington, NY$120,000–$140,000 / yearNew York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training program in which participants start as financial professionals who gain first-hand experience in the field. Responsibilities:Gain hands-on experience from a team of financial professionals helping clients develop a long-term strategy to achieve their financial goals.
NewEntry-Level Insurance Sales Agent New York Life - Nassau County General OfficeEntry-Level Insurance Sales AgentUniondale, NYIdentify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.
NewLicensed Veterinary Technician Banfield Pet HospitalsLicensed Veterinary TechnicianPelham, NY$25.32–$36.57 / hourBuild close relationships with pets and the humans who love them Work closely with teammates and cultivate a positive, dynamic work culture Impact the future of veterinary medicine with your own expertise and ways of practicing medicine Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Role responsibilities Provide furry, feathered, and scaled pets with the best possible care, especially preventive care Upon approval from supervising veterinarian, perform veterinary technician appointments.
NewCredentialed Veterinary Technician Banfield Pet HospitalsCredentialed Veterinary TechnicianWestport, CT$25.32–$36.57 / hourBuild close relationships with pets and the humans who love them Work closely with teammates and cultivate a positive, dynamic work culture Impact the future of veterinary medicine with your own expertise and ways of practicing medicine Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Banfield Pet Hospital is hiring full-time and part-time CVTs for the following hospital locations: Norwalk Hospital: 500 Connecticut Ave, Ste 3, Norwalk, CT 06851 Stamford Hospital: 2000 W Main St, Stamford, CT 06902 The pay range for this role is $25.32 - $36.57 /hour.
NewArea Chief of Staff Banfield Pet HospitalsArea Chief of StaffLakeville Estates, NY$150,000–$180,000 / yearHIRING QUALIFICATIONS / COMPETENCIES Leadership Plans and Aligns Drives Vision and Purpose Develops Talent Manages Conflict Financial Acumen Managers Complexity Functional Attracts Top Talent Communicates Effectively Drives Results Ensures Accountability Functional/Technical Skills CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task – Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. The Area Chief of Staff partners with the Practice Manager (if applicable) to drive the culture and delivery of quality care by the veterinary provider team (DVM, CVT, VA) in their assigned hospitals to ensure that every pet receives consistent care aligning with our six domains of quality (safe, effective, patient/client centered, timely, efficient and equitable care.
NewSenior Veterinarian Banfield Pet HospitalsSenior VeterinarianLakeville Estates, NY$150,000–$180,000 / yearHIRING QUALIFICATIONS / COMPETENCIES Leadership Plans and Aligns Drives Vision and Purpose Develops Talent Manages Conflict Financial Acumen Managers Complexity Functional Attracts Top Talent Communicates Effectively Drives Results Ensures Accountability Functional/Technical Skills CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task – Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. The Area Chief of Staff partners with the Practice Manager (if applicable) to drive the culture and delivery of quality care by the veterinary provider team (DVM, CVT, VA) in their assigned hospitals to ensure that every pet receives consistent care aligning with our six domains of quality (safe, effective, patient/client centered, timely, efficient and equitable care.
NewVeterinarian - Chief of Staff Banfield Pet HospitalsVeterinarian - Chief of StaffPelham, NY$150,000–$180,000 / yearHIRING QUALIFICATIONS / COMPETENCIES Leadership Plans and Aligns Drives Vision and Purpose Develops Talent Manages Conflict Financial Acumen Managers Complexity Functional Attracts Top Talent Communicates Effectively Drives Results Ensures Accountability Functional/Technical Skills CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task – Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. The Area Chief of Staff partners with the Practice Manager (if applicable) to drive the culture and delivery of quality care by the veterinary provider team (DVM, CVT, VA) in their assigned hospitals to ensure that every pet receives consistent care aligning with our six domains of quality (safe, effective, patient/client centered, timely, efficient and equitable care.
NewLead Veterinarian Banfield Pet HospitalsLead VeterinarianLakeville Estates, NY$150,000–$180,000 / yearHIRING QUALIFICATIONS / COMPETENCIES Leadership Plans and Aligns Drives Vision and Purpose Develops Talent Manages Conflict Financial Acumen Managers Complexity Functional Attracts Top Talent Communicates Effectively Drives Results Ensures Accountability Functional/Technical Skills CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task – Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. The Area Chief of Staff partners with the Practice Manager (if applicable) to drive the culture and delivery of quality care by the veterinary provider team (DVM, CVT, VA) in their assigned hospitals to ensure that every pet receives consistent care aligning with our six domains of quality (safe, effective, patient/client centered, timely, efficient and equitable care.
NewChief of Staff Veterinarian Banfield Pet HospitalsChief of Staff VeterinarianLakeville Estates, NY$150,000–$180,000 / yearHIRING QUALIFICATIONS / COMPETENCIES Leadership Plans and Aligns Drives Vision and Purpose Develops Talent Manages Conflict Financial Acumen Managers Complexity Functional Attracts Top Talent Communicates Effectively Drives Results Ensures Accountability Functional/Technical Skills CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task – Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. The Area Chief of Staff partners with the Practice Manager (if applicable) to drive the culture and delivery of quality care by the veterinary provider team (DVM, CVT, VA) in their assigned hospitals to ensure that every pet receives consistent care aligning with our six domains of quality (safe, effective, patient/client centered, timely, efficient and equitable care.
NewVeterinary Leadership Banfield Pet HospitalsVeterinary LeadershipPelham, NY$150,000–$180,000 / yearHIRING QUALIFICATIONS / COMPETENCIES Leadership Plans and Aligns Drives Vision and Purpose Develops Talent Manages Conflict Financial Acumen Managers Complexity Functional Attracts Top Talent Communicates Effectively Drives Results Ensures Accountability Functional/Technical Skills CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task – Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. The Area Chief of Staff partners with the Practice Manager (if applicable) to drive the culture and delivery of quality care by the veterinary provider team (DVM, CVT, VA) in their assigned hospitals to ensure that every pet receives consistent care aligning with our six domains of quality (safe, effective, patient/client centered, timely, efficient and equitable care.
Desktop Support Technician, Financial Services Onsite The Peak OrganizationDesktop Support Technician, Financial Services OnsiteJericho, NY$25–$25 / hourContractorWe are seeking a skilled Desktop Support Technician for a financial customer to provide hands-on support and ensure smooth technical operations. For consideration, please forward a copy of your resume in either Word or PDF format to Erika Rupinski at erupinski@peaksystemsinc.com.
Patient Financial Services Associate ONS MSO LLCPatient Financial Services AssociateStamford, CTAs a Management Services Organization (MSO), Spire provides the infrastructure for administrative operations that allows practices to operate at their highest level, so doctors can focus their efforts on what matters most - patient care. Headquartered in Stamford, Connecticut, the Spire network spans the Northeast with more than 165 physicians, 1,800 employees, 285 other clinical providers and 40 locations in New York, Connecticut, Rhode Island and Massachusetts.
Ultra High Net Worth Executive Financial Services Rule 10b5-1 Strategy Associate Morgan StanleyUltra High Net Worth Executive Financial Services Rule 10b5-1 Strategy AssociatePurchase, NY$80,000–$100,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Position Summary and Responsibilities: As an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate, this person will be responsible for the white glove adoption and trade management of 10b5-1 trading plans and enhance strategy and analysis for the UHNW Desk and broader EFS Department.
Financial Services Associate Davis Family Financial LLCFinancial Services AssociateStamford, CT$55,000–$70,000This role is ideal for individuals who enjoy working with people, want to develop professional skills, and are looking for a long-term career path in financial services. This entry-level position focuses on helping individuals and families better understand their financial options through guided conversations and structured support.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateCT$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Assurance Senior Associate - Financial Services TAG EisnerAmper, LLC (Inactive)Assurance Senior Associate - Financial ServicesNY$80,000–$115,000 / yearp>Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
NewAssurance Director - Asset Management & Financial Services bdo consultingAssurance Director - Asset Management & Financial ServicesStamford, CT$180,000–$265,000 / yearp>Business Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by: Ability to understand core business operations/structure of various businesses. Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateNY$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Financial Services Tax - Real Estate and Infrastructure Transactions Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate and Infrastructure Transactions Senior AssociateNY$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Lead Data Scientist, Financial Services Consulting TransUnionLead Data Scientist, Financial Services ConsultingWhite Plains, New YorkYou will lead analytic client engagements involving descriptive, predictive, and prescriptive analysis through the consumer lending portfolio lifecycle, leveraging a variety of techniques (e.g., segmentation, logistic regression, survival analysis, principal component analysis, Monte Carlo simulation, scenario and sensitivity analysis). At TransUnion, this team reports to a Director of Data Science & Analytics, playing an integral role by working end-to-end with financial services clients, fostering consultative relationships that enable them to deliver impactful solutions.
Financial Services Team Associate Blue Ocean Wealth Solutions, LLC- A MassMutual FirmFinancial Services Team AssociateGreenvale, NY$100,000–$200,000 / yearBlue Ocean Wealth Solutions has been recognized as a Top Long Island Workplace from 2018–2025 by Schneps Long Island / Long Island Press—reflecting our commitment to culture, professional growth, and client excellence. We are seeking a motivated Financial Services Team Associate to support the development and servicing of long-term client relationships while delivering personalized, goals-based financial guidance.
Senior Manager Client Relationship Executive (CRE) - Financial Services Deloitte Touche Tohmatsu LtdSenior Manager Client Relationship Executive (CRE) - Financial ServicesCT$186,500–$311,000 / yearDemonstrable relationship building experience, which increased account penetration and led to increased revenue opportunities with new and existing clients-as well as ability to leverage pre-existing network of clients or contacts in the marketplace. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Financial Services Representative -Lake Grove, NY FidelityFinancial Services Representative -Lake Grove, NYLake Grove, New YorkRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center.
Assurance Director - Asset Management & Financial Services BDO USA PCAssurance Director - Asset Management & Financial ServicesStamford, CT$180,000–$265,000 / yearJob Duties: Business Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by: Ability to understand core business operations/structure of various businesses. Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.
Student Financial Services Counselor Mercy UniversityStudent Financial Services CounselorNY$49,467–$53,671 / yearli>Process daily payment and related receipts; including, not exclusively, book store voucher processes; collect resulting registration payments; issue appropriate receipts; post appropriate payments; issue applicable receipts; reconcile daily receipts; process refund requests and account corrections; sell parking permits; accept payments for special services. Job summary: Under the direction of the Assistant Director of Student Financial Services, along with the Senior Assistant Director of Student Financial Services, the Counselor will assist with the daily operations of the Student Financial Services Offices to support the Campus Operations team, ensuring the professional, efficient and compliant processing of student records.
Associate Financial Services Representative (hybrid) Northwell Health IncAssociate Financial Services Representative (hybrid)Melville, NY3. Create flawless experiences for our customers by addressing customer inquiries and resolving service issues that include but are not limited to: researching and analyzing accounts receivable and outstanding balances, negotiating and advising on the collection of overdue bills and payment plans, collecting overdue payments, understanding financial assistance offerings, managing and resolving customer disputes. When determining a team members base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
Associate Financial Services Representative-FlexStaff (TEMP) Northwell Health IncAssociate Financial Services Representative-FlexStaff (TEMP)Melville, NYCreate flawless experiences for our customers by addressing customer inquiries and resolving service issues that include but are not limited to: researching and analyzing accounts receivable and outstanding balances, negotiating and advising on the collection of overdue bills and payment plans, collecting overdue payments, understanding financial assistance offerings, managing and resolving customer disputes. When determining a team members base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
Associate Financial Services Representative Hybrid- FlexStaff Northwell Health IncAssociate Financial Services Representative Hybrid- FlexStaffMelville, NYli>Create flawless experiences for our customers by addressing customer inquiries and resolving service issues that include but are not limited to: researching and analyzing accounts receivable and outstanding balances, negotiating and advising on the collection of overdue bills and payment plans, collecting overdue payments, understanding financial assistance offerings, managing and resolving customer disputes. When determining a team members base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
Financial Advisor, Truist Investment Services, Greenwich, CT Truist Financial CorpFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, CTGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients individual goals, risk tolerances and best interests.
Insurance and Financial Services Position - State Farm Agent Team Member Jacquelyn Jacobson - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberCommack, NYSuccessful State Farm Agency seeking a licensed, highly motivated, and skilled Insurance and Financial Services Sales Agent to join our team! As an Insurance and Financial Services Sales Agent Team Member, you will also be responsible for pivoting to existing clients after determining their needs through high-level conversation.
Insurance and Financial Services Position - State Farm Agent Team Member Ana Perez-Vukovic - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team Memberhempstead, NYEnthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
Financial Advisor, Truist Investment Services, Greenwich, CT Truist BankFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, ConnecticutGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerStamford, CT$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
NewFinancial Services Representative Center for Wealth PreservationFinancial Services RepresentativeWoodbury, NY$80,000–$250,000 / yearCWP delivers white-glove client service through a boutique model designed for advisors seeking authority, flexibility, and real support. Unmatched Support– Financial planningwithexpert case designfromourattorney and CFP on staff, as well as an in-house dedicated marketing team.
Senior Financial Services Representative (hybrid) Northwell Health IncSenior Financial Services Representative (hybrid)Melville, NYVerifies insurance coverage for elective surgeries, high dollar services, and patients with on-going courses of treatment; notifies patient and arranges for alternative payment methods when insurance coverage does not cover services/courses of treatment. When determining a team members base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
Senior Financial Services Representative Northwell Health IncSenior Financial Services RepresentativeMelville, NYli>Verifies insurance coverage for elective surgeries, high dollar services, and patients with on-going courses of treatment; notifies patient and arranges for alternative payment methods when insurance coverage does not cover services/courses of treatment. When determining a team members base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).