- JPMorgan Chase (Garden City, 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
- 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
- KeyBank (Buffalo, NY)
- …() and + FINRA License S65 (preferred) + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified ... Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Skills** + Ability to build trust by taking a proactive client centric… more
- M&T Bank (Buffalo, NY)
- …trust/fiduciary product, Financial Planning, Managed Accounts, or insurance experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ... ChFC (Chartered Financial Consultant) designation M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 (USD). The successful candidate's particular combination of… more
- Tompkins Community Bank (Pittsford, NY)
- …experience in Wealth Management, Business Development, and Relationship Management. + CFP , CPA, or JD certification(s) preferred with mandatory continuing education ... requirements established by the company. Benefits + Medical + Dental + Vision + 401(k) Match + Profit Sharing + Paid Time Off + 11 Holidays + Tuition Reimbursement + Free Parking throughout Tompkins Community Bank + Employee Referrals EEO Statement Tompkins is… more
- Neuberger Berman (New York, NY)
- …and written communication skills + Expert proficiency in eMoney software + CFP (R) designation required \#LI-JG3 \#LI-Hybrid Neuberger Berman is unable to offer visa ... sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Compensation Details The salary range for this role is $150,000-$250,000. This is the lowest to highest salary we in… more
- M&T Bank (New York, NY)
- …wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP , CTFA, CPA designation MBA (Master's degree in Business ... Administration) or JD (Juris Doctor) \#LI-LA1 \#Wilmingtontrust \#wealthmanagement M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $170,500.00 - $284,100.00 Annual (USD). The successful… more
- JPMorgan Chase (New York, NY)
- …Private Banking or Financial Services + Bachelor's Degree required; MBA, JD, CFA, or CFP preferred + Proven sales success and strong business acumen + Experience or ... demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, Skills** + Proactive, takes initiative, and uses… more
- M&T Bank (Hauppauge, NY)
- …wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP , CTFA, CPA designation MBA (Master's degree in Business ... Administration) or JD (Juris Doctor) M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $142,100.00 - $236,800.00 Annual (USD). The successful candidate's particular combination of… more
- PNC (Buffalo, NY)
- …following qualifications: - Client engagement skills - Investment skills and experience - CFP , CFA, or CIMA credentials - In-depth investment knowledge needed - Able ... and willing to work in a team environment PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the… more