- 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
- JPMorgan Chase (New York, NY)
- …and capabilities:** + Advanced degree or relevant industry designation (ie MBA; CFP (R), CRPC(R)) is a plus. 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 today we are a… more
- Bank of America (New York, NY)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance ... licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management + Portfolio Management + Client… more
- JPMorgan Chase (Fayetteville, NY)
- …**Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) or Wealth Management Certified Planner (WMCP) 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 *… more
- Guardian Life (Albany, NY)
- …have** + Juris Doctor (JD) law degree required + CPA preferred + CFP /CLU/ChFC preferred + Expert knowledge of tax planning, exit planning, business succession, ... executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers + Comprehensive knowledge of business owner marketplace and advanced markets concepts and use of… more
- Atria Wealth Solutions (Corning, NY)
- …Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience delivering high quality service in all interactions with ... clients, prospective clients, and staff within a financial institution environment + An advanced level of performance and work ethic requiring minimum supervision EOE **Representatives are employed by and registered through CFS (Member FINRA / SIPC… more
- New York University (New York, NY)
- …will have: * Master's degree in financial planning (preferred) or a related discipline * CFP (R) certification * A minimum of 5 years of work experience in the field ... * 1-2 years of client-facing experience * The ability and skills to develop and deliver impactful and engaging course work and program materials in the financial planning domain * Experience in public speaking or corporate training * Teaching experience… more
- City National Bank (New York, NY)
- …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 environment. *… more
- City National Bank (New York, NY)
- …* Minimum 8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within 24 ... months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18 months of employment *Additional Qualifications* * Advanced Degree (JD or CPA or Masters in Tax/Accounting/Business) helpful * Ability to travel up to… 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 the… more