- JPMorgan Chase (New York, NY)
- …to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as a ... management behaviors. As a Practice Management Consultant (PMC) for the Select Advisor Group you are responsible for supporting the development of experienced JP… more
- KeyBank (Syracuse, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- Neuberger Berman (New York, NY)
- …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the ... customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis....180 days). + Additional certifications such as MBA, CFA, CFP , or CIMA are beneficial but not required. +… more
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- City National Bank (New York, NY)
- …* Minimum 8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner within 18 months of employment * CEPA - Certified ... Exit Planning Advisor within one year of employment *Skills and Knowledge* * Demonstrate expertise in multiple areas such as: estate planning and transfer tax;… more
- HSBC (New York, NY)
- …Leader. The Senior Wealth Planner is a known expert in the professional advisor community, with a strong professional network and deep connections to the legal ... + Private practice experience preferred + JD or CPA required; LLM, or CFP preferred In compliance with applicable laws, HSBC is committed to employing only… more
- SMBC (New York, NY)
- …and Series 7 combined, or + Possess one of the following professional designations: CFA, CFP , CIC, ChFC, PFS, to become CCO at a New York State registered investment ... advisor . Managerial skills + Proficiency in Windows and Office software + Knowledge of compliance in the areas of asset management and investment advisory Experience… more
- Dow Jones (New York, NY)
- …to help readers make sense of their money, from selecting the right financial advisor to getting a HELOC loan, to choosing the right bank. The candidate must ... revenue operations and search engine optimization is preferred + Finance certification such as CFP is a plus but not required + Ideal candidates will have experience… more