- Deloitte (New York, NY)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such ... as Masters of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for… more
- M&T Bank (Buffalo, NY)
- …Previous trust/fiduciary product, Financial Planning, Managed Accounts or insurance experience CFP ( Certified Financial Planner ), CLU (Chartered Life ... **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
- Edward Jones (New York, NY)
- …licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered ... **Job Overview** As a financial advisor with Edward Jones, you'll develop and...by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes… more