- 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
- 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 (Oyster Bay, NY)
- Financial Solutions Advisor - Oyster Bay Financial Center Oyster Bay, 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/Oyster-Bay/Financial-Solutions- Advisor Oyster-Bay-Financial-Center\_25042452-2) **Job Description:** At Bank of America, we… more
- Bank of America (West Seneca, NY)
- Financial Solutions Advisor - Upstate New York Markets West Seneca, New York;Depew, New York; Rochester, New York **To proceed with your application, you must be at ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/West-Seneca/Financial-Solutions- Advisor Upstate-New-York-Markets\_25030138) **Job Description:** At Bank of America, we… 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
- Equitable (New York, NY)
- Entry Level - Financial Advisor - NJ, Saddle Brook (5150) ( 240000PO ) **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 (Buffalo, NY)
- …Experience Preferred:** + MBA (Master's degree in Business Administration) + CFP (Certified Financial Planner) and/or CPA (Certified Public Accountant) certification ... + Strong background in institutional lending, derivatives, and experience in one or all of single stock, Private Equity and Hedge fund lending, margin, and 144 restricted stock knowledge + Knowledge of capital markets and macro interest rate environment +… 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 Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets;… 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 + Previous Big 4 or large CPA firm experience + Knowledge of fund accounting and general ledger accounting The wage range for this role takes into account the wide range of factors that are considered in making… more