- Edward Jones (Syracuse, NY)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...+ Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM)… more
- Bank of America (Buffalo, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement… more
- JPMorgan Chase (New York, NY)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred + Bachelor's… more
- Atria Wealth Solutions (Corning, NY)
- … Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base ... solutions to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are...Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience… more
- Bank of America (West Seneca, NY)
- …were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - Upstate New York Markets West Seneca, New York;Depew, New York; Rochester, New York **To proceed with your application, you must be… more
- Equitable (New York, NY)
- Entry Level - Financial Advisor - NJ, Saddle Brook (5150) ( 240000PO ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable Advisors ... + **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial … more
- Truist (New York, NY)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. ... Office software products Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2. Banking… 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, ... of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor... financial planning. + Partner with Private Client Advisor to grow year-over-year revenue. + Develop a strong… more
- JPMorgan Chase (New York, NY)
- …Outlook. **Preferred qualifications, capabilities, and skills** + Experience in an advisor -facing role is highly preferred. + Certified Equity Professional ... Join JP Morgan Workplace Solutions as an Advisor Engagement Manager to lead the practice management...with participants across wealth levels, piquing interest in broader financial planning benefits. + Develop and manage leads management… more
- KeyBank (Poughkeepsie, NY)
- …(required) + FINRA License S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, ... Poughkeepsie, New York 12603 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more