- PNC (Buffalo, NY)
- …and have an opportunity to contribute to the company's success. As an Investment Advisor III within PNC's Private Bank organization, you will be based in Erie, PA. ... offices (Warren, Sharon, or Meadville, PA) As an Investment Advisor III, you will manage a full book of...Client engagement skills - Investment skills and experience - CFP , CFA, or CIMA credentials - In-depth investment knowledge… more
- KeyBank (Machias, NY)
- **Location:** 1000 Oakbrook Drive, Ann Arbor Michigan **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and ... 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
- UMB Bank (Albany, NY)
- **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer portfolio ... to externa clients andid internal associates + CFA, CIMA, QPFC, CFP preferred **Compensation Range:** $110,250.00 - $235,810.00 _The posted compensation range… more
- Bank of America (Katonah, NY)
- Financial Solutions Advisor - Albany / Hudson Valley Market Latham, New York;Newburgh, New York; Katonah, New York; Mount Kisco, New York; Yorktown Heights, New York ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Latham/Financial-Solutions- Advisor Albany Hudson-Valley-Market\_25035958-1) **Job Description:** At Bank of America,… more
- M&T Bank (Buffalo, NY)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of ... trust/fiduciary product, Financial Planning, Managed Accounts or insurance experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC… more
- Bank of America (New York, NY)
- Financial Solutions Advisor - 345 Park Ave Financial Center New York, New York **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Financial-Solutions- Advisor 345-Park-Ave-Financial-Center\_25046241) **Job Description:** At Bank of America, we… 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
- Truist (New York, NY)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and ... Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. 2. Banking experience helpful This position is paid… 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 $142,100.00 - $236,800.00 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 Masters of Tax, JD, and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent… more