- KeyBank (Machias, NY)
- …(required) + FINRA License S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner ( CFP ) ( preferred ) + Resident State Insurance Licenses (Life, ... Drive, Ann Arbor Michigan **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 (Tarrytown, NY)
- …+ Professional Designation preferred - JD, CPA, LLM , CTFA , CFP or advanced degree as appropriate. + Self-motivated, goal and results driven. + Demonstrated ... - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank… more
- UMB Bank (Albany, NY)
- …experience to externa clients andid internal associates + CFA, CIMA, QPFC, CFP preferred **Compensation Range:** $110,250.00 - $235,810.00 _The posted ... **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor...Management or Finance or combinations of education & experience preferred + 5+ years of financial services… more
- PNC (Buffalo, NY)
- …and have an opportunity to contribute to the company's success. As an Investment Advisor III within PNC's Private Bank organization, you will be based in Erie, PA. ... offices (Warren, Sharon, or Meadville, PA) As an Investment Advisor III, you will manage a full book of...Client engagement skills - Investment skills and experience - CFP , CFA, or CIMA credentials - In-depth investment knowledge… more
- M&T Bank (New York, NY)
- …track record of implementing wealth management strategies **Education and Experience Preferred :** Securities licensing, CFP , CTFA, CPA designation MBA (Master's ... Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the … more
- Deloitte (New York, NY)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- M&T Bank (Hauppauge, NY)
- …track record of implementing wealth management strategies **Education and Experience Preferred :** Securities licensing, CFP , CTFA, CPA designation MBA (Master's ... Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the … more
- Deloitte (Jericho, NY)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred : + Advanced degree such as Masters of ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Deloitte (Jericho, NY)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred : + Advanced degree such as Masters of ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Deloitte (Jericho, NY)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred : + Advanced degree such as master's in ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more