• Personal Financial Counselor, Assignment…

    Magellan Health Services (Buffalo, NY)
    …have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant ... Responsibilities Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of...AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner … more
    Magellan Health Services (12/13/25)
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  • Personal Financial Counselor, Assignment…

    Magellan Health Services (Latham, NY)
    …have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant ... Responsibilities Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of...AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner … more
    Magellan Health Services (11/12/25)
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  • Wealth Management Associate

    Equitable (New York, NY)
    …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial ... Wealth Management Associate - NY, New York (5193) ( 250000E2...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
    Equitable (11/06/25)
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  • Associate Private Client Advisor

    KeyBank (Mahopac, NY)
    …(required) + FINRA License S66 or S63 and S65 Upon Hire (required) + Certified Financial Planner ( CFP ) (preferred) + Resident State Insurance Licenses (Life, ... 6 - Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
    KeyBank (11/24/25)
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  • Experienced Financial Advisor

    Edward Jones (New York, NY)
    …+ State insurance licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) ... **Job Overview** As a financial advisor with Edward Jones, you'll develop and...mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered… more
    Edward Jones (11/24/25)
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