- 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
- KeyBank (Utica, NY)
- …S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner ( CFP ) (preferred) + Resident State Insurance Licenses (Life, Variable, and Accident/Health or ... Life & Disability) (required) **Tactical Skills** + Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space. + Demonstrated ability to sell products and services to investment clients; evidence of… more
- Binghamton University (Binghamton, NY)
- …or hybrid teaching modalities. + Professional certifications such as CFA or CFP . + Familiarity with student-managed investment funds or stock market simulations. ... Visa sponsorship is not available for this position. Additional Information: Binghamton University is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and… more
- Guardian Life (Albany, NY)
- …meeting strict deadlines. + Professional designation such as CLU, ChFC or CFP preferred. **Education** + Bachelor's degree required **Salary Range** $90,000 - ... $105,000 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… 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 ... + Previous Big 4 or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Strong verbal and written communication skills The wage range for this role takes into account the wide range of factors that are considered in making… more
- Deloitte (Rochester, NY)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM ... + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience +… more
- Citigroup (New York, NY)
- …business, or related field (required). Advanced degrees (JD, LL.M.) or certifications ( CFP (R)) are preferred. + 15+ years of experience in wealth management, ... financial planning, or related sectors. + Extensive experience working with 3rd party investment managers + Strong relationship management and organizational skills. + Broad understanding of key product structures (mutual funds, SMAs, alternatives, ETFs, etc)… more
- Bank of America (New York, NY)
- …day in this position **Desired Skills:** * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Client Management ... + Client Solutions Advisory + Loan Structuring + Relationship Building + Risk Management + Active Listening + Analytical Thinking + Oral Communications + Referral Management + Underwriting + Account Management + Attention to Detail + Collaboration + Decision… more
- Bank of America (New York, NY)
- …and within the business community Desired Qualifications: * MBA or Post-Graduate Degree * CFP , CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Business ... Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration +… more
- Truist (New York, NY)
- …of Taxation, CPWA, CIMA + Advanced degree or designations such as JD, MBA, or CFP + 15+ Years of fiduciary experience with a focus on business development and ... relationship management **Truist stands for better** Our relentless pursuit of better at Truist means we're always looking forward. Pursuing what's next. Boldly believing in the power of what we can achieve together. Our promise to stand for better means we're… more