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Private Client Financial Advisor - Borough Park, Brooklyn

Citizens

•

Brooklyn, New York, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 3 days ago | Updated 17 hours ago

Private Client Financial Advisor

Citizens

•

Rochester, New York, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 3 days ago | Updated 17 hours ago

Private Client Financial Advisor - Westwood, MA

Citizens

•

Westwood, Massachusetts, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 3 days ago | Updated 17 hours ago

Private Client Financial Advisor - Elizabeth, NJ

Citizens

•

Elizabeth, New Jersey, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 3 days ago | Updated 17 hours ago

Private Client Financial Advisor - Somerset, NJ

Citizens

•

Franklin Township, New Jersey, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 3 days ago | Updated 17 hours ago

Private Client Financial Advisor - Morristown, NJ

Citizens

•

Morristown, New Jersey, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 3 days ago | Updated 17 hours ago

Workday Financial Integration and Administration Lead - Onsite

The Dignify Solutions, LLC

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New York, New York, USA

Full-time, Contract, Third Party

Experience in Workday Studio Development, Workday EIB, RaaS, and Web Services. Strong working knowledge of SOAP, REST, XML and XSLT. Experience and solid understanding of Workday integration design, testing concepts and integration frameworks, data conversion concepts and business processes. Handled minimum one data migration/conversion from legacy to Workday Financials plus if Great Plains. Integration with other systems with Workday Financials and managing administration Understanding of syste
Easy Apply
Posted 10 days ago | Updated moments ago

Knowledge manager (Finance domain) - Montreal, Canada

SolutionIT, Inc.

•

Montreal, Quebec, Canada

Full-time, Contract, Third Party

Solution IT Inc. is looking for Knowledge manager (Finance domain) for one of its clients in Montreal, Canada Job Title: Knowledge manager (Finance domain) - Montreal, Canada Required Skills Job Description: Knowledge Manager is responsible for overseeing the creation, sharing, and use of organizational knowledge, ensuring it's accessible and relevant to employees. They design and implement knowledge management strategies, facilitate knowledge sharing, and help to create a culture where info
Easy Apply
Posted 3 days ago | Updated 1 day ago

Private Client Financial Advisor - Greenwich/Stamford CT - Rye NY

Citizens

•

Greenwich, Connecticut, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 3 days ago | Updated 17 hours ago

Private Client Financial Advisor - Greenwich/Stamford CT - Rye NY

Citizens

•

Rye, New York, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 3 days ago | Updated 17 hours ago

Private Client Financial Advisor - Greenwich/Stamford CT - Rye NY

Citizens

•

Stamford, Connecticut, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 3 days ago | Updated 17 hours ago

Private Client Financial Advisor - Poughkeepsie, NY

Citizens

•

Poughkeepsie, New York, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 3 days ago | Updated 17 hours ago

Private Client Financial Advisor - Poughkeepsie, NY

Citizens

•

Rhinebeck, New York, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 3 days ago | Updated 17 hours ago

Private Client Financial Advisor - Poughkeepsie, NY

Citizens

•

Middletown, New York, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 3 days ago | Updated 17 hours ago

Private Client Financial Advisor - Albany, NY

Citizens

•

New York, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 3 days ago | Updated 17 hours ago

Private Client Financial Advisor - Albany, NY

Citizens

•

New York, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 3 days ago | Updated 17 hours ago

Private Client Financial Advisor - Albany, NY

Citizens

•

Slingerlands, New York, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 3 days ago | Updated 17 hours ago

Private Client Financial Advisor - Manhasset, NY

Citizens

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Manhasset, New York, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 3 days ago | Updated 17 hours ago

UX Designer - Finance

Motion Recruitment Partners, LLC

•

Philadelphia, Pennsylvania, USA

Full-time

This investment management corporation offers a comprehensive range of financial services to individuals, businesses, and financial professionals. They provide brokerage services, financial planning, market information, and trust services. They're currently looking for a UX Designer to join their team! This role will be focused on money movement flows. This role is a W2 6 month contract to start that is hybrid to their Philadelphia, PA office 2-3x/week. Required Skills & Experience 4+ years exp
Easy Apply
Posted 35 days ago | Updated 8 hours ago

Financial Analyst

Odesus

•

Miami, Florida, USA

Contract

A large entertainment and media corporation is looking to hire a Financial Analyst in Miami, FL. This will be a contract position and require 5 days onsite. Summary of what the hiring manager is looking for: Project based Financial AnalystMore of the hands-on/transactional items, pulling data, analyzing dataMid level, not a senior roleAccounting background neededSpanish speaking is highly preferredSkills: Can take direction and jump into learn processes, great communication, and work with cross
Easy Apply
Posted 9 days ago