- 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
- Edward Jones (Syracuse, 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 (White Plains, 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
- 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
- Broadview FCU (Albany, NY)
- …Series 7 and 66 (or 63 & 65 ) licenses. Work toward obtaining advanced financial designation. CFP designation preferred . + Excellent mathematical ability + ... to the right place! Summary of Role: To provide financial service s and advice to mid-market and younger...Director and/or licensing authorities . Minimum Job Qualifications: + Preferred college degree with at least 4-7 years of… 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
- KeyBank (Albany, NY)
- …(required) + FINRA License S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner ( CFP ) ( preferred ) + Resident State Insurance Licenses (Life, ... Albany, New York 12207 **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
- 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