- 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
- KeyBank (Tarrytown, NY)
- …**Licenses and Certifications** + FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner ( CFP ) (preferred) + Certified ... (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred)… more
- Deloitte (New York, NY)
- …+ Enrolled Agent + Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as ... What You'll Do As a Tax Senior within the Financial Services arm of our Business Tax Services group,...and compliance services to clients in the banking and financial services industries. You will work directly with the… more
- KeyBank (Brewster, NY)
- …Upon Hire (required) + FINRA License S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner ( CFP ) (preferred) + Resident State Insurance ... on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and...specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets… more
- Deloitte (New York, NY)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Citigroup (New York, NY)
- …Degree preferred + FINRA, SIE, 7, 66, 24 - Additional professional accreditation such as Certified Financial Planner ( CFP ), Chartered Financial ... a range of solutions to help clients achieve their financial goals. The Head of Wealth Planning Specialists is...Private Bankers to assist in evaluating the client's holistic financial situation and opportunities to improve outcomes through a… more
- KeyBank (Mahopac, NY)
- …Upon Hire (required) + FINRA License S66 or S63 and S65 Upon Hire (required) + Certified Financial Planner ( CFP ) (preferred) + Resident State Insurance ... on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and...process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of… more
- TD Bank (New York, NY)
- …associated with banking, lending and investments for HNW, MA and/or Institutional clients + Certified Financial Planner ( CFP ) designation is preferred + ... possible. The WMP will be accountable for delivering strong financial results and growing market share while building upon...possible. The WMP will be accountable for delivering strong financial results and growing market share while building upon… more
- Deloitte (Jericho, NY)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... 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)
- …Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more