- 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
- 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
- BlackRock (New York, NY)
- …materials **Requirements:** + CFA, CFP , JD, CPA or experience as a wealth advisor a plus + Minimum 5 years in wealth management, law firm, public accounting, or ... similar roles + Expertise in the following areas: + Asset allocation + Asset location + Portfolio theory + Risk + Strong knowledge in the following areas: + Income tax strategies + Wealth transfer planning strategies + Trust structures + Estate planning +… more
- JPMorgan Chase (New York, NY)
- …webcasts and industry events. + Travel is essential to effectively partner with client advisor teams, enabling the delivery of insights to a wide variety of clients. ... and capabilities:** + Advanced degree or relevant industry designation (ie MBA; CFP (R), CRPC(R)) is a plus. JPMorganChase, one of the oldest financial institutions,… 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
- 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