- Truist (New York, NY)
- …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. 2. Banking experience helpful This position...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
- Equitable (New York, NY)
- …: UNITED STATES-NY-New York **Organization** : Equitable Advisors **Schedule** : Full- time **Description** **Equitable Advisors** is dedicated to making a positive ... **Work-Life Balance** : Flexible schedule to maximize productivity and personal time **Qualifications** **Skills & Experience** + **Education** : Bachelor's degree… more
- Equitable (Melville, NY)
- …services + **Work-Life Balance** : Flexible schedule to maximize productivity and personal time + **Location** : Working outside the office in local schools and ... pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own...the applicable program, as may be in effect from time to time . **Our Culture and Community… more
- Bank of America (New York, NY)
- …is a fully licensed, non-commission based retail broker position that operates as part of a centralized coverage team that provides dedicated brokerage services to ... activities to determine a client investor profile, financial resources objectives, time horizon and preferences. Providing advice and guidance to clients on… more
- SUNY Geneseo (Geneseo, NY)
- …, CFE , CIA , CISA , CTP , CFP ). + Three or more years of experience...1 Line # to be filled TBD Full or Part - time Full- Time Appointment Type Term ... One referee must be the supervisor from current or most recent full- time employment, responsible for evaluating and assessing the candidate's performance related to… more
- PNC (Buffalo, NY)
- …service. To learn more about these and other programs, including benefits for full time and part - time employees, visit Your PNC Total Rewards ... following qualifications: - Client engagement skills - Investment skills and experience - CFP , CFA, or CIMA credentials - In-depth investment knowledge needed - Able… more
- Bank of America (Katonah, NY)
- …based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals ... and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory… more
- Bank of America (New York, NY)
- …based on client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and engages potential new clients through referrals ... and seeks the right solutions for clients. + Efficiently manages your time and capacity. + Is thorough and thoughtful in incorporating relevant regulatory… 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 ... and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay;...and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means… more
- Guardian Life (New York, NY)
- Do you enjoy helping other's attain their goals, working both independently and as part of an invested, sales and service based team? The major purpose of the ... + Professional Designations a big plus (LUTCF, CLU, ChFC, CFP , FLMI) **Salary Range:** $60,000 - $67,500 The salary...diverse colleagues with high ethical standards. **Inspire Well-Being** As part of Guardian's Purpose - to inspire well-being -… more