- General Dynamics Information Technology (Rome, NY)
- …duty day + Coordinate system downtime requirements with CAOC/ADS "Comm Focal Point ( CFP )" + Monitoring the on-site and remote locations + Perform additions, changes, ... and relocations of ADCS equipment + Performs a range of technical tasks and provides site support. + Modifies, moves, and installs a range of new equipment. + Troubleshoots a range of hardware and software problems and interconnectivity issues. **Principle… more
- JPMorgan Chase (New York, NY)
- …and skills:** + Recognized thought leader within a related field + CFP certification preferred 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
- Neuberger Berman (New York, NY)
- …(required within the first 180 days). + Additional certifications such as MBA, CFA, CFP , or CIMA are beneficial but not required. + Proficiency with Microsoft Office ... and prior CRM experience preferred, particularly with Salesforce. + Broad knowledge of Wealth Management, financial products, and services. + Exceptional written and verbal communication skills, with strong interpersonal and client servicing abilities. +… more
- KeyBank (Tarrytown, NY)
- …7 and 66 (or 63 & 65) (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) **Tactical Skills** + Ability to build trust by taking a proactive client centric… more
- JPMorgan Chase (New York, NY)
- …and industry trends **Preferred Qualifications, Capabilities, and Skills:** + CFA or CFP designation is a plus + Focus on investment products, including managed ... accounts, IRA/retirement products, and alternative investments, is a plus + Experience in program/project management is preferred, including experience working with process and workflow improvement initiatives Chase is a leading financial services firm,… more
- Guardian Life (New York, NY)
- …speaking. + Four-year college degree or equivalent business experience + CLU, ChFC, CFP , RICP, or other professional designations are a plus. + Understanding of the ... general agency distribution system. + Familiarity with Life Insurance & Annuity Illustration software. + Minimum 5 years industry experience preferred. **Salary Range:** $101,180.00 - $166,220.00 The salary range reflected above is a good faith estimate of… more
- Deloitte (New York, NY)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as MST, JD, or LLM + Prior ... Big 4 experience + Strong communication, interpersonal, and organizational skills + Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research projects The wage range for this… more
- Bank of America (Buffalo, 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
- KeyBank (Pearl River, NY)
- …S66 or S63 and S65 Upon Hire (required) + Certified Financial Planner ( CFP ) (preferred) + Resident State Insurance Licenses (Life, Variable, and Accident/Health or ... Life & Disability) Upon Hire (required) **Tactical Skills** + Conducts due diligence research for a variety of complex investment portfolio disciplines; builds investment cases to inform clients. + Broad knowledge of characteristics and needs of clients and… more
- Bank of America (Brooklyn, NY)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your ... insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management + Pipeline Management +… more