- Robert Half Finance & Accounting (Utica, NY)
- …+ Provide advice on investments, retirement planning, insurance, tax strategies, and estate planning. + Monitor financial markets and adjust client portfolios as ... (Series 7, Series 65/66, or equivalent). Required + Certified Financial Planner ( CFP ) designation or willingness to obtain. + Bachelor's degree in Finance, Business,… more
- Citigroup (New York, NY)
- …services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. The CIO team is comprised ... Bachelor's Degree required / Master's Degree preferred + CIMA, CFA or CFP (R) designation or candidate preferred **Job Family Group:** Private Client Product Services… more
- New York University (New York, NY)
- …We prepare students for in-demand jobs in fields including real estate , hospitality and tourism; global affairs; global sports management; publishing; marketing ... 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
- City National Bank (New York, NY)
- …* Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and ... * Minimum 8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within 24… 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, ... (or 65/63). + In-depth knowledge of wealth management services, with a focus on estate planning, tax strategies, and business succession for HNW and UHNW clients. +… more