- Citigroup (New York, NY)
- The Investment Counselor Team Lead manages a team of Investment Counselors and Investment Associates. The job requires a broad and comprehensive knowledge of ... financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position is a producing-manager role that will involve… more
- Bank of America (New York, NY)
- …(63 & 65 in lieu of 66) licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded ... business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor … more
- Bank of America (Yonkers, NY)
- …investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or ... in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or… more
- Bank of America (Flushing, NY)
- …investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or ... in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or… more
- Bank of America (New York, NY)
- …investment products and services. + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or ... in a demanding environment. + At least three years' experience working in the financial service industry and/or a sales environment where goals were met or… more
- Bank of America (Pittsford, NY)
- …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles,...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Deloitte (New York, NY)
- …to the development of proposal pricing strategies + Identifying and developing add-on sales opportunities + Performing role of counselor and coach; actively ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- Deloitte (New York, NY)
- …get published in industry periodicals + People Development: Perform role of counselor and coach; provide input and guidance into the staffing process; actively ... of project lead experience + 2+ full life cycle Workday Financial implementations + Workday Financials Professional certification + Hands-on Functional Experience… more