- 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 (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
- 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
- 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
- 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
- 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
- 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 (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
- 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
- M&T Bank (Buffalo, NY)
- …product, Financial Planning, Managed Accounts or insurance experience CFP ( Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC ... **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of… more