- City National Bank (New York, NY)
- …the use of financial modeling systems such as eMoney * CFP - Certified Financial Planner credential or the ability to obtain within 24 months of employment * ... candidate should have experience with client discussions/presentations, proficiency in financial planning software (eMoney), and demonstrable knowledge in advanced… more
- PVH Corp. (New York, NY)
- …the Merchandise Planning and Buying teams to deliver the division's strategic and financial objectives. The Demand Planner will utilize Blue Yonder Demand ... **Design Your Future at PVH** Demand Planner - Calvin Klein The Demand Planner...the collaboration process and meeting + Own the OTB financial forecast + Create and maintain detailed reports of… more
- Magellan Health Services (Buffalo, 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
- Magellan Health Services (Fort Johnson, 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 - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial … more
- Neuberger Berman (New York, NY)
- …with internal partners to deliver a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible for ... Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group… more
- Equitable (New York, NY)
- …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... Financial Professional - NY, New York (5170) (...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Bank of America (Katonah, NY)
- …met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - Albany / Hudson Valley Market Latham, New York;Newburgh, New York; Katonah, New York; Mount Kisco, New York; Yorktown Heights, New York… more
- Bank of America (New York, NY)
- …met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - 345 Park Ave Financial Center New York, New York **To proceed with your application, you must be at least 18 years of age.**… more
- Edward Jones (New York, NY)
- …preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning ... **Job Overview** As a financial advisor with Edward Jones, you'll develop and...by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes… 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