- KeyBank (Albany, NY)
- …- Albany, New York 12205 **Summer 2026 Key Investment Services Internship (Certified Financial Planner Track)- Albany, NY** Program Duration: **MAY 26, 2026 - ... in finance, accounting, economics, and/or data science. Participation in the Certified Financial Planner (CFP) program and completion of the CFP exam prior to… more
- Magellan Health Services (Brooklyn, NY)
- …adjudicated Tier 2 investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL… more
- Magellan Health Services (Schenectady, NY)
- …of Interest (OCI) process. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial … more
- SUNY Westchester Community College (Valhalla, NY)
- …documents and data, the determination of awards, and the College's PeopleSoft and Student Financial Planner database management systems as it pertains to the ... PeopleSoft and Microsoft Office products. + Knowledge of the Student Financial Planner Student Data Management System. + Ability to collect, analyze, interpret,… more
- Bank of America (Northport, NY)
- …met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - Northport Financial Center Long Island Market Northport, New York **To proceed with your application, you must be at least 18 years… more
- Equitable (Melville, NY)
- …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... Financial Professional - NY, Melville (5155) ( 25000006...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Edward Jones (Syracuse, NY)
- …preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… 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...(CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to… more
- Equitable (Melville, NY)
- …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... Financial Professional - Retirement Benefits Group - NY,...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- Bank of America (Garden City, 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, California; New York, New York; Frisco, Texas; New York, New York;… more