- JPMorgan Chase (New York, NY)
- …enhance the investment platform, focusing on improving client outcomes and advisor experiences. The team collaborates extensively with various stakeholders and ... areas to enhance our expansive investment product offering and advisor toolset. Through the enhancements you curate, you will...trends **Preferred Qualifications, Capabilities, and Skills:** + CFA or CFP designation is a plus + Focus on investment… more
- M&T Bank (New York, NY)
- …as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow ... sharing knowledge and skills with team members **Education and Experience Preferred:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial … 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
- 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
- City National Bank (New York, NY)
- …for client presentations. * Create and prepare customized presentations for specific advisor and client meetings * Print and bind client presentations * Develop ... industries or a BA degree. Strong desire to learn and grow, enrollment in CFA, CFP , or similar program strongly desired, but not required . * Minimum of 3 years… more
- Binghamton University (Binghamton, NY)
- …committees as assigned. Student Club Advising: + Serve as the faculty advisor for the university's finance student clubs (ie, Binghamton University Finance Society, ... or hybrid teaching modalities. + Professional certifications such as CFA or CFP . + Familiarity with student-managed investment funds or stock market simulations.… more
- City National Bank (New York, NY)
- …* Minimum 8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within 24 ... months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18 months of employment *Additional Qualifications* *… more
- JPMorgan Chase (New York, NY)
- …**Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) or Wealth Management Certified Planner (WMCP) certification is ... through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available through Chase… more