- Magellan Health Services (Buffalo, 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
- 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; New York, New York **To proceed with your application, you must be at… more
- Robert Half Finance & Accounting (Utica, NY)
- …Active securities and advisory licenses (Series 7, Series 65/66, or equivalent). Required + Certified Financial Planner ( CFP ) designation or willingness ... Description We are searching for multiple Financial Advisors for both the Syracuse and Utica...the Role We are seeking a motivated and client-focused Financial Advisor to join our team. In this role,… more
- Bank of America (Staten Island, NY)
- …degree, preferably in business-related field + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered ... Merrill Financial Solutions Advisor - SD Financial Market New York, New York;Staten Island, New York **To proceed with your application, you must be at least 18… 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)
- …8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within 24 ... Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues...months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to… more
- Equitable (Melville, NY)
- …Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant ... Financial Professional - NY, Melville (6005) ( 24000055...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