- City National Bank (New York, NY)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... of business to develop new business and maintain...and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced … more
- Humana (Albany, NY)
- …Passion for improving consumer experience. **Preferred Qualifications** + Master's degree in Business , Finance, or related field. + Certified Public Accountant ... part of our caring community and help us put health first** The Director, Financial Planning & Analysis analyzes and forecasts financial , economic, and other… more
- New York State Civil Service (New York, NY)
- …Financial Services seeks to build an equitable, transparent, and resilient financial system that benefits individuals and supports business . Through ... NY HELP No Agency Financial Services, Department of Title Assistant Director of...at federal, state, and local law enforcement entities; * Certified Fraud Examiner (CFE), Certified Anti-Money Laundering… more
- 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 ... Helps to attract new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in… 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 Retirement ... offer something the competition simply can't: our unique branch-team business model. One financial advisor and one...can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused… more
- M&T Bank (Buffalo, NY)
- …awareness of business and market trends that may affect the business /department. **Primary Responsibilities:** + Create financial reports and meet with the ... independently. + Display a strong understanding of the Bank's or applicable business units' financial statements, including awareness of key drivers and… more
- JPMorgan Chase (New York, NY)
- …a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred + Bachelor's ... not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement +...deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward… more
- Atria Wealth Solutions (Corning, NY)
- …+ Undergraduate Degree in Business , Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering high quality service ... Through its relationship with CUSO Financial Services, L. P. (CFS) First Heritage Federal...who live, work, worship, attend school or maintain a business or other legal entity in Chemung, Steuben, Tioga,… more
- SUNY Upstate Medical University (Syracuse, NY)
- Job Summary: Under the guidance of the Financial Resource Supervisor, the Financial Resource Specialist will assist and evaluate all self-pay patients to ... Medicaid Managed Care or any other type of Marketplace program. Must be a Certified Application Counselor, or be eligible to become certified . Responsible to… more
- Bank of America (Katonah, NY)
- …were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - Albany / Hudson Valley...Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds,… more