- Magellan Health Services (Farmingdale, NY)
- …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial ... Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered… more
- Magellan Health Services (Schenectady, 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
- 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 - Manhattan Central Market New York, New York;New York, New York **To proceed with your application, you must be at least 18 years of… more
- Bank of America (Williston Park, NY)
- …where goals were met or exceeded + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement ... Financial Solutions Advisor - Williston Park Financial Center Williston Park, New York **To proceed with your application, you must be at least 18 years of… more
- Bank of America (Mount Kisco, NY)
- …where goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement ... Financial Solutions Advisor - Mount Kisco Financial Center Mount Kisco, New York **To proceed with your application, you must be at least 18 years of age.**… more
- Bank of America (Melville, 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
- 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 (3638) (...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Equitable (Melville, NY)
- …Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant ... Financial Professional - Retirement Benefits Group - NY,...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- Truist (New York, NY)
- …products Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. 2. Banking experience ... with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND… more
- Bank of America (New York, NY)
- …+ Ability to research escalated client issues for response/resolution **Desired Qualifications:** + Certified Financial Planner ( CFP ) Designation + ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more