- Bank of America (New York, NY)
- …as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + ... licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Minimum of one year… more
- Bank of America (Yonkers, NY)
- …as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. * Bilingual Spanish Preferred ... experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more
- Bank of America (Flushing, NY)
- …such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account ... experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more
- Bank of America (New York, NY)
- …as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your insurance licenses. **Skills:** + Account Management ... experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more
- Bank of America (Pittsford, NY)
- …as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal + ... partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional… more