- 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
- Bank of America (Commack, 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
- Bank of America (Melville, NY)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent ... communication skills, both written and verbal + Highly entrepreneurial **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race,… more
- Bank of America (Newburgh, 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 +… more
- Bank of America (New York, NY)
- …degree in Finance, Economics or related field; advanced degrees and/or (CFA, CFP ) preferred **Minimum Education Requirement:** High School Diploma / GED / Secondary ... School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual… more
- Bank of America (New York, NY)
- …issues for response/resolution **Desired Qualifications:** + Certified Financial Planner ( CFP ) Designation + Invested in personal development with the Private ... Wealth Management Team + Bachelor's degree or higher in related field **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its… more
- Charles Schwab (Albany, NY)
- …- financial planning and investment planning **Preferred Qualifications** + CFP (R) designation or MBA equivalent. + Understanding of traditional investment ... styles and vehicles (ie, separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy. + Excellent oral and written communication skills. + Comfortable and able to present articulately to large groups: ex. industry conferences,… more
- Truist (New York, NY)
- …towards CFA] MBA [or progress towards MBA] Additional Professional Designations such as CFP (R), CIMA, CAIA The annual base salary for this position is $95,000 - ... $105,000 **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for… more