- Magellan Health Services (Rochester, 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 - Enterprise, CFP - Certified Financial Planner … more
- 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
- JPMorgan Chase (Fayetteville, NY)
- …**Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) or Wealth Management Certified Planner (WMCP) certification is ... to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive … more
- KeyBank (Pearl River, NY)
- …(required) + FINRA License S66 or S63 and S65 Upon Hire (required) + Certified Financial Planner ( CFP ) (preferred) + Resident State Insurance Licenses (Life, ... - Pearl River, New York 10965 **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
- Edward Jones (Syracuse, NY)
- …+ State insurance licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more