• Financial Solutions Advisor - Consumer…

    Bank of America (Yonkers, NY)
    Financial Solutions Advisor - Consumer Investments - Westchester / Bronx Market Scarsdale, New York;White Plains, New York; Bronx, New York; Bronxville, New York; ... * Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your… more
    Bank of America (05/28/25)
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  • Financial Solutions Advisor - Consumer…

    Bank of America (Flushing, NY)
    Financial Solutions Advisor - Consumer Investments - Greater Queens NY Market Jamaica, New York;Flushing, New York; Jackson Heights, New York; Long Island City, New ... * Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your… more
    Bank of America (05/24/25)
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  • Entry Level - Financial Advisor

    Equitable (New York, NY)
    Entry Level - Financial Advisor - NY, New York (2481) ( PIN\_15024 ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable Advisors ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more
    Equitable (05/03/25)
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  • Affluent Market Financial Advisor (Draw…

    M&T Bank (Mamaroneck, NY)
    **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... trust/fiduciary product, Financial Planning, Managed Accounts, or insurance experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or… more
    M&T Bank (04/29/25)
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  • Financial Solutions Advisor Stage II…

    Bank of America (New York, NY)
    Financial Solutions Advisor Stage II - Consumer Investments - Manhattan North Market New York, New York;New York, New York **Job Description:** Please note that this ... + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your… more
    Bank of America (03/22/25)
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  • Wealth Strategies Advisor

    Bank of America (Melville, NY)
    Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are ... and ultra-high net worth clients. + JD, CPA, MBA, CFA, CIMA, CTFA or CFP preferred. **Skills:** + Business Development + Critical Thinking + Oral Communications +… more
    Bank of America (03/21/25)
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  • Senior Wealth Investment Advisor

    M&T Bank (Buffalo, NY)
    …degree in Business Administration) CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner) certification Proven experience working with high ... net worth clients and complex client relationships \#LI-LP1 \#wilmingtontrust \#wealthmanagement M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $130,795.52 - $217,992.53 Annual (USD).… more
    M&T Bank (05/14/25)
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  • Tax Senior

    Deloitte (Jericho, NY)
    …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced ... degree such as master's in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered in… more
    Deloitte (05/27/25)
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  • Tax Manager - Renewable Energy

    Deloitte (New York, NY)
    …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced ... degree such as MST, MAcc, LLM, or JD, or related field + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) + Experience with Federal or State and Local C&I + Experience with sustainability technologies or environmental sciences +… more
    Deloitte (05/24/25)
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  • Tax Manager - Partnership Solutions Group

    Deloitte (Jericho, NY)
    …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced ... degree such as master's in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Aptitude in MS Project, Word, Excel, and Visio + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the… more
    Deloitte (05/24/25)
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