Accounting Senior Advisor

Our wealth management client in Midtown is seeking an advisor coordinator to work alongside wealth management advisors assisting with client service support, applications, and on-boarding.Administrative Duties:Maintain client list and case filesE-file and hard file investment and insurance related documentsMaintain calendar, schedule follow-up appointments...

Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive w Wealth Advisor, Wealth, Advisor, Client Relations, Senior, Financial Planning, Banking

Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm.We are helping our client in Midtown, hire a Planning and Insurance Associate.Our client offers Certified Financial Planning, a comprehensive approach to wealth management, and personal planning with a team-based/family office environment.Job...

Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm.We are helping our client in Midtown, hire a Planning and Insurance Associate.Our client offers Certified Financial Planning, a comprehensive approach to wealth management, and personal planning with a team-based/family office environment.Job...

Job DescriptionJob DescriptionThe Senior Living Sales Advisor acts as a team lead for Sales, guiding and supporting the sales advisors and sales coordinators, providing regular reporting to the director and VP all sales activity, as well as collaborating with the team to implement necessary sales systems/processes. Additionally they will be responsible for...

Job DescriptionJob DescriptionFull Time Senior Financial AdvisorOur client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will have a strong understanding of financial planning and be able to provide comprehensive advice to clients.Responsibilities:Must have an established portfolio of 100M...

Opportunity Description The Senior Sales Advisor role for a world-renowned long term care organization located in Riverdale - North Bronx, is responsible for supporting and assisting the Senior Living Sales & Marketing team in achieving the Communitys sales and revenue goals. The Senior Living Sales Advisor is under the direction of the Director. This...

Opportunity DescriptionThe Senior Sales Advisor role for a world-renowned long term care organization located in Riverdale - North Bronx, is responsible for supporting and assisting the Senior Living Sales & Marketing team in achieving the Community’s sales and revenue goals. The Senior Living Sales Advisor is under the direction of the Director. This...

Senior Wealth Advisor/Relationship Manager Boutique International RIA We have been asked by a well-established and expanding International Private Bank with a well-established RIA in multiple locations in the U.S. Our client is seeking a Senior Wealth Advisor for their New York office. The role will be client-centric and focused on HNW & UHNW clients for...

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the...

Senior LoanIQ Advisor – Contract GFT Technologies – Proud GPTW 2023New York, New York, United States Location: NYC Metro - hybridJob Type: ContractIf Contract - Duration: 1 Year Daily Rate: $ Potential Global Travel Required GFT is looking for a Senior LoanIQ Advisor who is a self-managed leader who can traverse multiple departments, settle competing...

A financial services firm in New York City is currently seeking an experienced Accountant for a promising Senior-level position with their growing Financial Reporting team. Responsibilities: The Senior Accountant will be responsible for: Maintaining the U.S. firm's books and records Reviewing the monthly and annual financial statements, with a focus on the...

Job DescriptionJob DescriptionThe Senior Living Sales Advisor acts as a team lead for Sales, guiding and supporting the sales advisors and sales coordinators, providing regular reporting to the director and VP all sales activity, as well as collaborating with the team to implement necessary sales systems/processes. Additionally they will be responsible for...

Role: Senior LoanIQ AdvisorLocation: New York City NY (Hybrid)Duration: 12 months, might go longerJob summary:Act as strategic advisor and program lead to evaluate use cases, field of use, and fit for purpose of LoanIQ. Bring a holistic Service Design mindset to include scenario-based planning of assessment, procurement, implementing and managing a Corporate...

Role: Senior LoanIQ AdvisorLocation: New York City NY (Hybrid)Duration: 12 months, might go longerJob summary:Act as strategic advisor and program lead to evaluate use cases, field of use, and fit for purpose of LoanIQ. Bring a holistic Service Design mindset to include scenario-based planning of assessment, procurement, implementing and managing a Corporate...

Role: Senior LoanIQ AdvisorLocation: New York City NY (Hybrid)Duration: 12 months, might go longerJob summary:Act as strategic advisor and program lead to evaluate use cases, field of use, and fit for purpose of LoanIQ. Bring a holistic Service Design mindset to include scenario-based planning of assessment, procurement, implementing and managing a Corporate...

Marsh McLennan is seeking a candidate to join our MMC Controllership Team as a Senior Accountant within our Financial Reporting function based in New York City, New York. The Senior Financial Reporting Accountant will perform a pivotal role for the Global Controllership function, driving the financial reporting process and ensuring compliance with corporate...

Our client, a prominent pre-IPO fintech company, is looking for a Senior Accountant to assist with finance and accounting processes such as month-end/year-end close. This role will also prepare analyses for audits and required financial statements.This individual should be detail-oriented, eager to take ownership of his or her areas of responsibility, and...

Our client, a prominent pre-IPO fintech company, is looking for a Senior Accountant to assist with finance and accounting processes such as month-end/year-end close. This role will also prepare analyses for audits and required financial statements. This individual should be detail-oriented, eager to take ownership of his or her areas of responsibility, and...

Job DescriptionJob DescriptionLedyard Financial Advisors is seeking a Senior Financial Advisor to join our Wealth Management group. The Senior Financial Advisor is responsible for deepening and expanding existing client relationships with new investment assets and working with the Private Banking team to assist clients with comprehensive lending and deposit...