636 Conseiller Financement jobs in New York,NY

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Citizens

Brooklyn, NY 11210

High School degree or GED
Minimum of 6 months experience processing transactions (cash and/or digital payments)
Minimum of 1 year demonstrated customer experience, recommending and referring products and services to customers
Strong listening and communication skills
Ability to effectively ask questions and identify needs to enhance and develop a long-term customer relationship
Ability to problem solve and provide solutions to customer issues
Customer-centric to deliver exceptional service
Comfortable with using digital technology to support the delivery of business goals
Ability to work branch hours, which can include weekends and evenings
Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link

Intuit

New York, NY 10012

You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)
Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes
Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software
Familiarity with Circular 230
Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons
Must reside within the United States
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds