Latest Strategy Advisor jobs in Melville, NY - JobisJob United States Mobile

10 Strategy Advisor Jobs in Melville, NY

Financial Advisor Equitable Advisors - Melville, NY, United States ; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”). Equitable Advisors’ strategy begins 14 days ago
Trusts and Estates Associate Attorney Dienstag Law, PLLC - Great Neck, NY, United States -held businesses. Drafting essential estate planning documents, such as wills, revocable and irrevocable trusts, and advance directives. Developing asset protection and wealth preservation strategies 7 days ago
Controller (Finance and Accounts) Performance Optimal Health - Stamford, Connecticut to mitigate liquidity risks. Tax Compliance: Ensure adherence to tax regulations and optimize tax planning strategies in coordination with external advisors. Team Leadership: Provide guidance and mentorship 2 days ago
RIA and Patform Sales Lumenai Investments LLC - Stamford, CT, United States and reporting platform for professionals – global family offices, wealth advisors, platforms, retirement plans, institutions, and asset managers. Our aim is to design and manage custom, index-beating investment 11 days ago
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Private Client Financial Advisor - White Plains, NY Citizens - White Plains, United States status. Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability. Private Client Financial Advisors work with a variety Competitive 7 days ago
Wealth Portfolio Manager III Citizens - Tarrytown, United States statement, with guidance of the asset allocation strategy team and advisor team. Responsible for allocating initial funding, annual account reviews, initial account reviews, concentrated assets, divestiture Competitive 7 days ago
Finance Project Accountant - JFK APM Alstom - Jamaica, NY, US , so you can grow and develop new skills and experiences throughout your career. You’ll also: Work with financial strategies critical to project success, including hedging and financing, Progress towards More than 30 days ago
Private Client Financial Advisor - White Plains, NY Citizens - White Plains, United States status. Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability. Private Client Financial Advisors work with a variety Competitive 25 days ago
Financial & Wealth Advisors Staffworthy Inc. - Fairfield, CT agreement. May be an independent advisor seeking a supportive structure. Interested in working with a team that provides an exit strategy or succession plan. Open to collaboration with a group of advisors More than 30 days ago
Estate Planning Attorney Jobot - Queens, NY , trusts, powers of attorney, and health care directives. Advise clients on the implications of estate and gift tax returns and develop strategies to minimize tax liabilities. Represent clients in probate $150,000 - $200,000/Year 8 days ago

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