• Personal Financial Counselor, PFC

    Magellan Health Services (Rochester, NY)
    …Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant ( ChFC ). General Job Information Title Personal Financial Counselor, PFC - ... Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid… more
    Magellan Health Services (08/08/25)
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  • Wealth Management Associate

    Equitable (New York, NY)
    …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. + **Stable Pay** : After… more
    Equitable (08/08/25)
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  • 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, ... 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 advanced markets concepts and use of… more
    Guardian Life (08/08/25)
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  • Financial Professional - Retirement Benefits Group…

    Equitable (Melville, NY)
    …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. + **Base Salary** : After… more
    Equitable (08/02/25)
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  • Manager of Life Product Competition

    Guardian Life (New York, NY)
    …public speaking. + Four-year college degree or equivalent business experience + CLU, ChFC , CFP, RICP, or other professional designations are a plus. + Understanding ... of the general agency distribution system. + Familiarity with Life Insurance & Annuity Illustration software. + Minimum 5 years industry experience preferred. **Salary Range:** $101,180.00 - $166,220.00 The salary range reflected above is a good faith estimate… more
    Guardian Life (07/16/25)
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  • External Wholesaler, Life Brokerage

    Guardian Life (Albany, NY)
    …projects and 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… more
    Guardian Life (06/27/25)
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