• Financial Advisor, Truist Investment…

    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
    Truist (09/30/25)
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  • Financial Planning Analyst

    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
    Robert Half Finance & Accounting (09/24/25)
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  • Private Wealth Relationship Manager

    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
    Bank of America (10/08/25)
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  • Key Private Bank Sr Relationship Manager

    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 (07/18/25)
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  • Private Client Advisor

    KeyBank (Poughkeepsie, 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
    KeyBank (10/04/25)
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  • Tax Senior - Global Information Reporting

    Deloitte (New York, NY)
    …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
    Deloitte (08/20/25)
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  • Citi Wealth - Head of Wealth Planning Specialists…

    Citigroup (New York, NY)
    …+ FINRA, SIE, 7, 66, 24 - Additional professional accreditation such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) a plus + ... a range of solutions to help clients achieve their financial goals. The Head of Wealth Planning Specialists is...Private Bankers to assist in evaluating the client's holistic financial situation and opportunities to improve outcomes through a… more
    Citigroup (08/16/25)
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  • Associate Private Client Advisor

    KeyBank (Pearl River, NY)
    …+ FINRA License S66 or S63 and S65 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...process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of… more
    KeyBank (10/08/25)
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  • Tax Manager - Mutual Funds

    Deloitte (Jericho, NY)
    …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
    Deloitte (09/21/25)
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  • Tax Senior - Mutual Funds

    Deloitte (Jericho, NY)
    …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
    Deloitte (08/21/25)
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