- KeyBank (Albany, NY)
- …focused coursework in finance, accounting, economics, and/or data science. Participation in the Certified Financial Planner ( CFP ) program and completion ... Outstanding academic achievement with a minimum undergraduate 3.0 GPA. **Certifications/Licenses** + Certified Financial Planner ( CFP ) certification is… more
- Magellan Health Services (Fort Johnson, NY)
- …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial ... - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial … more
- Magellan Health Services (Latham, NY)
- …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial ... - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial … more
- TIAA (New York, NY)
- …Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified ... Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial...Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost… more
- Bank of America (Katonah, NY)
- …where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement ... Financial Solutions Advisor - Albany / Hudson Valley Market Latham, New York;Newburgh, New York; Katonah, New York; Mount Kisco, New York; Yorktown Heights, New York… more
- Bank of America (New York, NY)
- …where goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement ... Financial Solutions Advisor - 345 Park Ave Financial Center New York, New York **To proceed with your application, you must be at least 18 years of age.**… more
- Atria Wealth Solutions (Corning, NY)
- …culture Desired Qualifications + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience ... Through its relationship with CUSO Financial Services, L. P. (CFS) First Heritage Federal...(CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to… more
- Bank of America (Buffalo, NY)
- …activities and new client development. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York;… more
- City National Bank (New York, NY)
- …in the use of financial modeling systems such as eMoney * CFP - Certified Financial Planner credential or the ability to obtain within 24 months of ... candidate should have experience with client discussions/presentations, proficiency in financial planning software (eMoney), and demonstrable knowledge in advanced...employment * CEPA - Certified Exit Planning Advisor credential, or the ability to… more
- Equitable (New York, NY)
- …Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant ... Financial Professional - NY, New York (5114) (...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more