- 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
- 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. Actively solicits new and… more
- Capital One (New York, NY)
- …years of consumer compliance, monitoring, risk, or auditing experience at a financial institution + CIPP ( Certified International Privacy Professional) or CRCM ... Compliance Privacy Advisor , Manager Manager, Compliance Privacy Advisor ...a passion for mitigating privacy risk at a tech-focused financial institution. They will join us to perform key… 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 (Pearl River, NY)
- …(required) + FINRA License S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, ... Pearl River New York **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
- Sedgwick (New York, NY)
- … Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Environmental | Professional Liability | ... REMOTE **Job Description Summary** To analyze complex or technically difficult environmental claims; to provide resolution of highly complex nature and/or severe injury claims; to coordinate case management within company standards, industry best practices and… more
- Deloitte (New York, NY)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Deloitte (Jericho, NY)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Deloitte (Jericho, NY)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more