• Client Associate

    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 ... believe we would pay for this role at the time of this posting. We may ultimately pay more...which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a… more
    Neuberger Berman (04/18/25)
    - Related Jobs

  • Business Resource Center, Advanced Planning…

    Guardian Life (Albany, NY)
    …have** + Juris Doctor (JD) law degree required + CPA preferred + CFP /CLU/ChFC preferred + Expert knowledge of tax planning, exit planning, business succession, ... career, surrounded by diverse colleagues with high ethical standards. **Inspire Well-Being** As part of Guardian's Purpose - to inspire well-being - we are committed… more
    Guardian Life (06/26/25)
    - Related Jobs

  • US Experienced Financial Advisor

    Edward Jones (Cheektowaga, NY)
    …other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique ... law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses;...licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM)… more
    Edward Jones (06/11/25)
    - Related Jobs

  • Manager, Product Development Support

    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 ... career, surrounded by diverse colleagues with high ethical standards. **Inspire Well-Being** As part of Guardian's Purpose - to inspire well-being - we are committed… more
    Guardian Life (06/06/25)
    - Related Jobs

  • Key Private Bank Sr Relationship Manager

    KeyBank (Tarrytown, NY)
    …financial plan. + Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review ... change or new ones may be assigned at any time with or without notice + Complies with all...(or 63 & 65) (preferred) + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred)… more
    KeyBank (04/18/25)
    - Related Jobs

  • Adjunct Faculty of Financial Planning

    New York University (New York, NY)
    …seeking engaging, experienced financial planners to teach financial planning graduate courses part - time in its degree program. The Division is actively seeking ... 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… more
    New York University (04/15/25)
    - Related Jobs