• Personal Financial Counselor, Assignment Ready…

    Magellan Health Services (Buffalo, NY)
    …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... and Certifications - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial… more
    Magellan Health Services (08/21/25)
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  • Personal Financial Counselor;

    Magellan Health Services (Fort Johnson, NY)
    …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered… more
    Magellan Health Services (08/20/25)
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  • Liquidity Specialist Associate

    SMBC (New York, NY)
    …etc. + Support the team to conduct the annual Contingency Funding Plan (" CFP ") test by performing various analyses and utilizing market/historical data and enhance ... the CFP as needed. + Develop strong partnerships with key stakeholders to adequately understand the liquidity position, continuously identify trends/risks, and… more
    SMBC (08/14/25)
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  • Financial Advisor Senior

    City National Bank (New York, NY)
    …in financial services or an MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and ... 63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S IN IT FOR YOU?* *Compensation* Starting base salary:… more
    City National Bank (08/07/25)
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  • US Private Bank - Private Banker - Executive…

    JPMorgan Chase (New York, NY)
    …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 + Experience with and… more
    JPMorgan Chase (08/24/25)
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  • Tax Manager - Renewable Energy

    Deloitte (New York, NY)
    …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as MST, MAcc, LLM, or JD, or ... related field + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) + Experience with Federal or State and Local C&I + Experience with sustainability technologies or environmental sciences + Previous Big 4 or large CPA or law firm… more
    Deloitte (08/23/25)
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  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Jericho, NY)
    …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science of tax ... (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Aptitude in MS Project, Word, Excel, and Visio + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered… more
    Deloitte (08/23/25)
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  • Tax Senior - Real Estate

    Deloitte (New York, NY)
    …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM ... + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience +… more
    Deloitte (08/23/25)
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  • Director, After-Tax Wealth Strategist & Investment…

    BlackRock (New York, NY)
    …and prospects . Create client-friendly versions of research materials **Requirements:** + CFA, CFP , JD, CPA or experience as a wealth advisor a plus + Minimum ... 5 years in wealth management, law firm, public accounting, or similar roles + Expertise in the following areas: + Asset allocation + Asset location + Portfolio theory + Risk + Strong knowledge in the following areas: + Income tax strategies + Wealth transfer… more
    BlackRock (08/22/25)
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  • Financial Professional

    Equitable (New York, NY)
    …to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed ... Holistic Financial Coach program **Compensation & Benefits** + **Sign-On Payment Eligibility** : $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.… more
    Equitable (08/22/25)
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