
Planswell Reviews
Accounting / Finance
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Jobs near New York City, New York
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A Senior Wealth Planner is a dedicated tax and estate professional who is focused on clients with ongoing financial planning needs, as well as provides planning advice in areas such as cash flow management, insurance advisory, employee benefits and retirement planning. · Partner ...
New York2 weeks ago
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+The Electronic and Algorithmic Trading (EAT) Risk Management teams sits within the Market Risk function and is responsible for developing and operating the Global EAT Risk Framework. · +Review new Electronic Trading Systems or material changes to existing systems · Facilitate t ...
New York2 weeks ago
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This position is responsible for leading business analysis for a Line of Business (LOB) by producing all financial reporting and disclosures in partnership with senior management. · Prepares and analyzes balance sheets... · ...
New York, NY1 month ago