- TIAA (New York, NY)
- …License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or + Chartered ... Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost...certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon… more
- Magellan Health Services (Rochester, 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
- 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
- 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
- Bank of America (Jericho, NY)
- …* Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your ... insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk… more
- Edward Jones (New York, NY)
- …State insurance licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered ... Retirement Planning Counselor (TM) Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have… more
- 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
- JPMorgan Chase (New York, NY)
- …**Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's degree preferred INVESTMENT ... AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED * NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY * NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, NA OR ANY OF ITS AFFILIATES * SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF… more
- TD Bank (New York, NY)
- …Planning: Wind-down and valuation modeling, forecasting and contingency planning ( CFP , CCP), critical functions identification and mapping. Analyzing intra-group ... funding flows and exposures, operational continuity planning, capital triggers, recovery indicators, EWI and escalation mechanisms. + CIO function: investment management, hedge execution, HQLA composition, valuation, mark-to-market + **Detailed knowledge of… more
- Broadview FCU (Albany, NY)
- …63 & 65 ) licenses. Work toward obtaining advanced financial designation. CFP designation preferred. + Excellent mathematical ability + Excellent computer skills, ... including knowledge of spreadsheets + Excellent communications ability, both oral and auditory + Excellent interpersonal skills + Ability to prioritize and change directions as needed + Strong organizational skills + Excellent presentation skills Starting… more