- 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 Annual (USD). The successful candidate's particular combination of… more
- Deloitte (New York, NY)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM ... + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent presentation and communications skills The wage… more
- KeyBank (Mahopac, 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) + In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer… more
- KeyBank (Albany, 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) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD (varies by state) (preferred) **Skills** + Ability to build trust by taking a client-centric approach. To… more
- UMB Bank (Albany, NY)
- …to externa clients andid internal associates + CFA, CIMA, QPFC, CFP preferred **Compensation Range:** $110,250.00 - $235,810.00 _The posted compensation range ... on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please… more
- KeyBank (Tarrytown, NY)
- …and profitability. + Professional Designation preferred - JD, CPA, LLM , CTFA , CFP or advanced degree as appropriate. + Self-motivated, goal and results driven. + ... Demonstrated ability to be accountable for a process and/or delivery from end to end. **COMPETENCIES/SKILLS** **Client Focus** - Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand client information… more
- New York University (New York, NY)
- …possess advanced academic credentials (Ph.D., or other advanced terminal degree), a CFP (R) certification, and a minimum of five years of substantial direct ... experience relevant to the position. Expertise and familiarity with the fields of financial planning and taxation are required. We seek an individual with professional or administrative experience who can oversee academic content and delivery in alignment with… 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
- Guardian Life (New York, NY)
- …Series 6 within 1 year + Professional Designations a big plus (LUTCF, CLU, ChFC, CFP , FLMI) **Salary Range:** $60,000 - $67,500 The salary range reflected above is a ... good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may… 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