Responsibilities: Works with clients to plan their short and long-term financial goals by building a financialplan with brokerage products, including stocks, bonds, mutualfunds, annuities, and banking...
Optum NY, (formerly Optum Tri-State NY) is seeking a Financial Counselor to join our team in Mount Kisco, NY. Optum is a clinician-led care organization that is changing the way clinicians work...
This Finance based role is responsible for the support, enhancement and administration of the Oracle Financial applications (General Ledger, Payables, Receivables, Cash Management and Fixed...
Job Summary: Responsible for evaluating patient eligibility for various governmental programs for the un-insured/under-insured population. Must possess a keen understanding of patient registration...
Job Description Depth & Scope: Experience selling investments and providing financialplans Demonstrates a commitment to being customer-centric by delivering legendary service during every customer...
Huntington Station, NY (18 miles from Stamford, CT)
8 days ago
Huntington Station, NY (18 miles from Stamford, CT)
8 days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
**Depth & Scope:** + Experience selling investments and providing financialplans + Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction...
Corebridge Financial is an industry-leading provider of financialplanning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions...
-Identify clients to engage or re-engage in financialplanning relationships.-Gather and analyze data and develop financialplanning recommendations.-Help prepare and/or deliver financialplans....
Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealthmanagement and retirement planning strategies The Expertise Were...
Overview: This role provides senior level expertise in audit engagements that span multiple portfolios which require in-depth business and risk knowledge to properly assess associated risk and...
Moving to Stamford, CT? Find some basic demographic data about Stamford, CT below.
Local
National
135,274
4,500
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Corporate Financial Consultant Online Courses and Training Opportunities
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Every company maintains financial records that help you to understand how well its doing. How can you make sense of this information and use it to the strategic advantage of your business? On this...
Much of 15.617 focuses on mergersand acquisitions (M&A),and the law-sensitive aspects of financial services and financial markets. The course is designed to be an introduction to business law that...
Learn how to apply state-of-the-art methods to foster innovation and sustained growth in your organization. The ability to innovate is crucial for business survival and growth in the current...
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