- City National Bank (New York, NY)
- …services industries or a BA degree. Strong desire to learn and grow, enrollment in CFA , CFP , or similar program strongly desired, but not required . * Minimum ... of 3 years of experience with Microsoft Excel and PowerPoint programs. Financial database experience similar to Bloomberg, Morningstar, Barra, MoneyTree Allocation Master, etc. is highly desired. * Minimum of 1-2 years working in a professional team… more
- JPMorgan Chase (New York, NY)
- …on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA , or CFP preferred + Proactive, takes initiative, and uses critical ... thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business +… more
- Neuberger Berman (New York, NY)
- …66 licenses (required within the first 180 days). + Additional certifications such as MBA, CFA , CFP , or CIMA are beneficial but not required. + Proficiency with ... Microsoft Office and prior CRM experience preferred, particularly with Salesforce. + Broad knowledge of Wealth Management, financial products, and services. + Exceptional written and verbal communication skills, with strong interpersonal and client servicing… more
- JPMorgan Chase (New York, NY)
- …management products, platforms, and industry trends **Preferred Qualifications, Capabilities, and Skills:** + CFA or CFP designation is a plus + Focus on ... investment products, including managed accounts, IRA/retirement products, and alternative investments, is a plus + Experience in program/project management is preferred, including experience working with process and workflow improvement initiatives Chase is a… more
- Binghamton University (Binghamton, NY)
- …Experience with online or hybrid teaching modalities. + Professional certifications such as CFA or CFP . + Familiarity with student-managed investment funds or ... stock market simulations. Visa sponsorship is not available for this position. Additional Information: Binghamton University is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its… more
- JPMorgan Chase (New York, NY)
- …Qualifications, Capabilities and Skills:** + Advisory background preferred + Advanced credentials: CFA , CIMA, CFP (not required) Chase is a leading financial ... services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything… more
- JPMorgan Chase (New York, NY)
- …and capabilities: + Advanced degree , alongside industry certifications and accreditations ( CFA , CAIA, CFP , etc.) JPMorganChase, one of the oldest financial ... institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and Chase brands. Our history spans over 200 years and… more
- T. Rowe Price (New York, NY)
- …+ Proven consultative sales results and sophisticated communication skills + CAIS, CIMA, CFP or CFA designation(s) FINRA Requirements FINRA licenses are required ... and will be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $133,000.00 - $240,000.00 for… more
- S&P Global (New York, NY)
- …**Additional Preferred Qualifications:** + Master's degree or relevant certifications (eg, CFP , CFA ) preferred. + Strong knowledge of financial markets, ... investment products, and wealth management strategies preferred. + Experience in AI and machine learning, Wealth, or DeFi preferred. + Proficiency in data analysis tools (eg, Excel, SQL) and experience with data visualization platforms (eg, Tableau, Power BI)… more
- Deloitte (New York, NY)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such ... as MST, JD, or LLM + Prior Big 4 experience + Strong communication, interpersonal, and organizational skills + Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research… more