- 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
- Deloitte (Jericho, 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 + Experience working in a fast-paced, team environment + Strong verbal and written communication skills The wage range for this role takes into account the wide range… more
- Deloitte (Williamsville, 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 (Rochester, 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 + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 +… more
- 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 + Numerical-problem-solving focus + Proven management experience indicating strong organizational skills… more