- Bank of America (New York, NY)
- Private Client Advisor II New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private-Client- Advisor -II\_25024778) **Job Description:** At Bank of America, we are… more
- M&T Bank (New York, NY)
- …As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team ... ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while maintaining… more
- KeyBank (Brewster, NY)
- …1505 Rt 22 - Brewster, New York 10509 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and financial ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...and 65 Upon Hire (required) + Certified Financial Planner ( CFP ) (preferred) + Resident State Insurance Licenses (Life, Variable,… more
- Robert Half Finance & Accounting (Utica, NY)
- …Advisors for both the Syracuse and Utica locations. Whether you are a recently licensed advisor or have been practicing for years, there is a spot for you. The ... Role We are seeking a motivated and client-focused Financial Advisor to join our team. In this role, you...Series 65/66, or equivalent). Required + Certified Financial Planner ( CFP ) designation or willingness to obtain. + Bachelor's degree… more
- Atria Wealth Solutions (Corning, NY)
- …Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in Corning, ... to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are not limited to,...Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience delivering high quality service in… more
- Bank of America (Garden City, NY)
- Financial Solutions Advisor - Western Long Island Market Lawrence, New York;Freeport, New York; Garden City, New York; Hewlett, New York; Lynbrook, New York **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lawrence/Financial-Solutions- Advisor Consumer-Investments Western-Long-Island-Market\_25025108) **Job Description:** At Bank of America,… more
- 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
- M&T Bank (Hauppauge, NY)
- …wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP , CTFA, CPA designation MBA (Master's degree in Business ... Administration) or JD (Juris Doctor) M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $134,974.44 - $224,957.40 Annual (USD). The successful candidate's particular combination of… more
- Deloitte (New York, 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 (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