- City National Bank (New York, NY)
- …8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within 24 months of ... Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues...employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18… more
- The Estee Lauder Companies (New York, NY)
- …the right level of WOS in the right SKUS in the right doors. Primary advisor to Account Lead, helping inform overall account strategy (eg, Category Plan and Stock & ... to hit brand and retailer metrics and supports retail sales growth. The Lead Planner role includes supervisory responsibilities (Manage planner and planner … more
- Raymond James Financial, Inc. (New York, NY)
- …and activities to expand network of business contacts. + Maintain currency in investment advisor and/or financial planner services and products. + Partner ... through education, experience or certification to develop affiliations with advisor and/or financial planning professionals/organizations to recruit advisors… more
- The Estee Lauder Companies (New York, NY)
- …ensure optimal stock (WOS, SKU mix, door-level accuracy). Serves as a key advisor to the Account Lead to shape overall account strategy. Key Responsibilities: ... analysis, and customer insights. *Provide input on MFPs; assist in closing financial gaps or capitalizing on upside. *Support retailer planning meetings and… more
- Bank of America (Staten Island, NY)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning… more
- Edward Jones (Syracuse, NY)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or… 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
- Deloitte (New York, NY)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Robert Half Finance & Accounting (Utica, NY)
- …for immediate consideration. About the Role We are seeking a motivated and client-focused Financial Advisor to join our team. In this role, you will provide ... and Utica locations. Whether you are a recently licensed advisor or have been practicing for years, there is...(Series 7, Series 65/66, or equivalent). Required + Certified Financial Planner (CFP) designation or willingness to… more
- Atria Wealth Solutions (Corning, NY)
- … Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base ... solutions to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are...Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering… more