- Edward Jones (Buffalo, 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
- 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
- JPMorgan Chase (New York, 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
- Bank of America (New York, NY)
- Brokerage Services Financial Advisor New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... results focused and effective. **Job Description:** The Merrill Advisory Group (MAG) Financial Advisor (FA) is a fully licensed, non-commission based retail… more
- Truist (New York, NY)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. ... Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. 2. Banking experience helpful… more
- M&T Bank (Buffalo, NY)
- …licenses **Education and Experience Preferred :** Previous trust/fiduciary product, Financial Planning, Managed Accounts or insurance experience CFP ... **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of… more
- M&T Bank (Buffalo, NY)
- …licenses **Education and Experience Preferred :** Previous trust/fiduciary product, Financial Planning, Managed Accounts, or insurance experience CFP ... **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and… more
- KeyBank (Mahopac, 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
- Tompkins Community Bank (Pittsford, NY)
- …of experience in Wealth Management, Business Development, and Relationship Management. + CFP , CPA, or JD certification(s) preferred with mandatory continuing ... Overview The Wealth Advisor III is responsible for maintaining existing client...will create and deliver comprehensive wealth plans and coordinated financial strategies to align with each client's goals and… more
- 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