- 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 (Buffalo, 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
- M&T Bank (Buffalo, NY)
- … Financial Planning, Managed Accounts or insurance experience CFP (Certified Financial Planner ), CLU (Chartered Life Underwriter) and/or ChFC (Chartered ... **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of… more
- Truist (New York, NY)
- …software products Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2. Banking experience ... with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND… more
- M&T Bank (Buffalo, NY)
- … Financial Planning, Managed Accounts, or insurance experience CFP (Certified Financial Planner ), CLU (Chartered Life Underwriter) and/or ChFC (Chartered ... **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing… more
- Robert Half Finance & Accounting (Albany, NY)
- …management duties; working directly with clients; various other duties typical of a financial planner . Requirements Qualified candidates will have a BA in ... Description A wealth management / financial planning firm in the Albany area is...planning firm in the Albany area is seeking a Financial Planning Analyst due to growth. Responsibilities include: preparing… more
- Bank of America (New York, NY)
- …research escalated client issues for response/resolution **Desired Qualifications:** + Certified Financial Planner (CFP) Designation + Invested in personal ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- KeyBank (Albany, NY)
- …FINRA License S63 () and + FINRA License S65 (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment… more
- KeyBank (Tarrytown, NY)
- …+ FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- KeyBank (Machias, NY)
- …+ FINRA License S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, Variable, and ... on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and...specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets… more