• Vice President

    Amalgamated Bank (New York, NY)
    …Certified Internal Auditor (CIA) + Certified Regulatory Compliance Manager (CRCM) + Certified Trust & Financial Advisor (CTFA) + Certified ... Risk Specialist (CFIRS) + Certified Bank Auditor (CBA) + Certified Financial Services Auditor (CFSA) + Certified Community Bank Internal Auditor… more
    Amalgamated Bank (01/05/26)
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  • Senior Financial Aid Advisor

    Stony Brook University (Stony Brook, NY)
    …working with Federal Student Aid and Scholarship programs. NASFAA Credentials. Certified Financial Aid Administrator (FAAC) designation. Experience with Oracle ... Senior Financial Aid Advisor **Required Qualifications (as...Federal Student Aid and Scholarship programs. 8 NASFAA Credentials Certified Financial Aid Administrator (FAAC) designation. Experience… more
    Stony Brook University (12/24/25)
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  • Financial /Wealth Advisor

    Canandaigua National Bank & Trust (Syracuse, NY)
    … Canandaigua National Bank Location: Syracuse, NY market What does a Financial /Wealth Advisor do? A Financial Advisor at Canandaigua National Bank is ... region by providing continuous education and advice for all Financial Advisor services. Assists with coaching to...+ Master of Business Administration or higher education, Chartered Financial Analyst, Certified Financial Planner,… more
    Canandaigua National Bank & Trust (01/05/26)
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  • Enrollment Success & Financial Wellness…

    Stony Brook University (Stony Brook, NY)
    …working with Federal Student Aid and Scholarship programs. NASFAA Credentials. Certified Financial Aid Administrator (FAAC) designation. Experience with Oracle ... Enrollment Success & Financial Wellness Senior Advisor **Required Qualifications (as evidenced by an attached resume):** Master's degree (foreign equivalent or… more
    Stony Brook University (12/31/25)
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  • US Experienced Financial Advisor

    Edward Jones (New York, 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
    Edward Jones (12/17/25)
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  • Merrill Experienced Financial…

    Bank of America (Melville, 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
    Bank of America (12/22/25)
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  • JP Morgan Wealth Management - Private Client…

    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
    JPMorgan Chase (11/06/25)
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  • Entry Level - Financial Advisor…

    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
    Equitable (12/29/25)
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  • Financial Solutions Advisor…

    Bank of America (Commack, NY)
    …were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - Eastern Long Island Market Hampton Bays, New York;Northport, New York; East Hampton, New York; Selden, New York; Smithtown, New… more
    Bank of America (12/22/25)
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  • Financial Solutions Advisor…

    Bank of America (Newburgh, NY)
    …were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - Albany/Hudson Valley Market Katonah, New York;Newburgh, New York; Latham, New York; Mount Kisco, New York; Yorktown Heights, New… more
    Bank of America (12/22/25)
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