• Wealth Strategist ( Financial

    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
    City National Bank (08/07/25)
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  • Lead Planner , ULTA Clinique North America

    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
    The Estee Lauder Companies (08/12/25)
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  • Business Development Consultant

    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
    Raymond James Financial, Inc. (08/13/25)
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  • Account Planner , MAC NA

    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
    The Estee Lauder Companies (08/08/25)
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  • Merrill Financial Solutions Advisor

    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
    Bank of America (08/14/25)
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  • US Experienced Financial Advisor

    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
    Edward Jones (08/13/25)
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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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  • Tax Senior - Global Information Reporting

    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
    Deloitte (08/20/25)
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  • Financial Advisor

    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
    Robert Half Finance & Accounting (08/22/25)
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  • Financial Advisor

    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
    Atria Wealth Solutions (08/07/25)
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