- 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
- JPMorgan Chase (New York, 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
- Charles Schwab (Brooklyn, NY)
- …be obtained within a 120 day condition of employment) + Certified Financial Planner ( CFP ) certification is preferred + Minimum of two years of experience in the ... financial services industry (required) + Financial business development experience (highly preferred) + Knowledge of brokerage/banking products and services + Strong client relationship building experience Pursuant to SAFE Act requirements, all employees… 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
- Guardian Life (New York, NY)
- …equivalent work experience + Series 7, 65/66 required; professional designations (CIMA, CFP , CPWA) a plus + Strong relationship and consultative management skills + ... Excellent presentation skills, articulate, polite, confident, able to establish relationships with the Field, including GAs, Investment Specialists, FRs, MDs, and Home Office personnel. **Location** + In Territory- Western Part of US. + Travel as needed; Up to… more
- JPMorgan Chase (New York, NY)
- …and Skills:** + Advisory background preferred + Advanced credentials: CFA, CIMA, CFP (not required) Chase is a leading financial services firm, helping nearly ... half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small… more
- JPMorgan Chase (New York, NY)
- …Advanced degree , alongside industry certifications and accreditations (CFA, CAIA, CFP , etc.) 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 leader in… more
- Bank of America (Yorktown Heights, 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
- S&P Global (New York, NY)
- …**Additional Preferred Qualifications:** + Master's degree or relevant certifications (eg, CFP , CFA) preferred. + Strong knowledge of financial markets, investment ... products, and wealth management strategies preferred. + Experience in AI and machine learning, Wealth, or DeFi preferred. + Proficiency in data analysis tools (eg, Excel, SQL) and experience with data visualization platforms (eg, Tableau, Power BI) preferred.… more
- Mizuho Corporate Bank (New York, NY)
- …the stress continuum from BAU to Recovery and Resolution across various resiliency plans ( CFP , CCP, Recovery and Resolution Plan), as well as acting a central crisis ... management liaison. You will have significant visibility to senior management. Key responsibilities of this role : + Support the head of RPO to lead the develop ment and maintenance of key resolution capabilities, by partnering with subject matter experts in… more