• Financial Advisor Senior

    City National Bank (New York, NY)
    * FINANCIAL ADVISOR SENIOR* WHAT IS THE...63 securities licenses and state insurance license required. * CFP designation highly preferred . *WHAT'S IN IT ... OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of...MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation.… more
    City National Bank (08/07/25)
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  • US Experienced Financial Advisor

    Edward Jones (Cheektowaga, NY)
    …licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on… more
    Edward Jones (06/11/25)
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  • Merrill Experienced Financial…

    Bank of America (Buffalo, NY)
    Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...development. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning… more
    Bank of America (07/11/25)
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  • Financial Solutions Advisor…

    Bank of America (New Rochelle, NY)
    Financial Solutions Advisor - Westchester / Bronx Market New Rochelle, New York;White Plains, New York; Bronx, New York **To proceed with your application, you ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-Rochelle/ Financial -Solutions- Advisor Consumer-Investments Westchester Bronx-Market\_25029024) **Job Description:** At… more
    Bank of America (07/10/25)
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  • Associate Private Client Advisor

    KeyBank (Pearl River, NY)
    …(required) + FINRA License S66 or S63 and S65 Upon Hire (required) + Certified Financial Planner ( CFP ) ( preferred ) + Resident State Insurance Licenses (Life, ... by working the book of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow year-over-year… more
    KeyBank (07/08/25)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (Commack, NY)
    …of employment ** Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's ... qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success… more
    JPMorgan Chase (08/01/25)
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  • Wealth Advisor

    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 + ... Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client...client relationships by delivering comprehensive wealth planning and coordinated financial strategies aligned with each client's goals and values.… more
    Tompkins Community Bank (07/20/25)
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  • Private Client Advisor

    KeyBank (Utica, NY)
    …(required) + FINRA License S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner ( CFP ) ( preferred ) + Resident State Insurance Licenses (Life, ... Utica, New York 13501 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
    KeyBank (07/02/25)
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  • Private Client Advisor II

    Bank of America (Melville, NY)
    …licenses within 90 days of start date) Desired skills: * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** ... Private Client Advisor II Melville, New York **To proceed with...are guided by a common purpose to help make financial lives better through the power of every connection.… more
    Bank of America (05/28/25)
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  • Senior Trust Advisor - Truist Wealth

    Truist (New York, NY)
    …below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... aspects to meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning, estate administration,… more
    Truist (05/31/25)
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