- KeyBank (New York, NY)
- …with a view toward revenue enhancement 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… more
- JPMorgan Chase (New York, NY)
- …dynamic environment. **Preferred Qualifications, Capabilities and Skills:** + Preference for JD, CFP , or CPA with a strong background in estate planning ... and tax matters. 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… more
- Guardian Life (Albany, NY)
- …updating marketing collateral. **You have** + Juris Doctor (JD) law degree required + CPA preferred + CFP /CLU/ChFC preferred + Expert knowledge of tax planning, ... exit planning, business succession, executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers + Comprehensive knowledge of business owner marketplace and… more
- City National Bank (New York, NY)
- …* Minimum 8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within ... 24 months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to...of employment *Additional Qualifications* * Advanced Degree (JD or CPA or Masters in Tax/Accounting/Business) helpful * Ability to… more
- Tompkins Community Bank (Mount Kisco, NY)
- …years of experience in Wealth Management, Business Development, and Relationship Management. + CFP , CPA , or JD certification(s) preferred. 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 committed to a policy of Equal Employment Opportunity ("EEO")… more
- Bank of America (New York, NY)
- …working 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 +… more
- Bank of America (New York, NY)
- …team 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 +… more