- Magellan Health Services (Schenectady, 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 (Buffalo, 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
- JPMorgan Chase (New York, NY)
- …contribute to a fast-paced agenda. Additional certifications such as CFA, CFP , or CMT are advantageous. **Key Responsibilities:** + Support cross-functional teams ... or related financial services roles is preferred. + Additional certifications (CFA, CFP , CMT) are a plus. + Proficiency in data analytics, Excel, PowerPoint,… more
- Thrivent Financial (Liverpool, NY)
- Summary This position provides administrative support to Kyle F Mumpton, CFP (R). This role is critical to our member experience and requires a friendly, upbeat ... The Administrative Assistant reports to and is employed by Kyle F Mumpton, CFP (R). Immediate growth track to get NY Life and Health Insurance Licensed (Life,… more
- JPMorgan Chase (New York, NY)
- …Advanced degree preferred, alongside industry certifications and accreditations (CFA, CAIA, CFP , etc.) **QUALIFICATIONS** + 8+ years of experience in financial ... degree preferred, alongside industry certifications and accreditations (CFA, CAIA, CFP , etc.) JPMorganChase, one of the oldest financial institutions, offers… 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
- Equitable (Melville, 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
- Truist (New York, NY)
- …Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. 2. Banking experience helpful This position is paid ... solely on commissions based on the applicable standard commission rate and terms, which may include a salary draw. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or… more
- Charles Schwab (Garden City, NY)
- …license (may be obtained within a 120 day condition of employment) + CFP (R) designation is preferred + Strong brokerage and industry knowledge **In addition to ... the salary range, this role is also eligible for bonus or incentive opportunities.** **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and… more
- Deloitte (New York, 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 + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but… more