- Deloitte (Jericho, NY)
- …we have the career opportunity to keep you buzzing! Work You'll Do: As a Manager on our Strategic Partnership Solutions team you will: + Refine your skillset with ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science of tax… more
- Deloitte (New York, NY)
- …with the support of our robust Washington National Tax group. Tax Manager build relationships as they coordinate and communicate with the client contacts ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM… more
- Deloitte (Rochester, NY)
- …for this role ends on May 31st 2026. What You'll Do As a Tax Manager within the Business Tax Services group, you will provide federal tax consulting and compliance ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM… more
- Deloitte (New York, NY)
- …Deloitte's Business Tax Services (Federal tax) practice! What you'll do As a Tax Manager within the Global Information Reporting practice, you will be part of a ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM… more
- Atria Wealth Solutions (Corning, NY)
- …keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager . + Drives ... Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience delivering high quality service in all interactions with… more
- Equitable (Melville, NY)
- …goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + **Client Engagement** : Build ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more
- Bank of America (Northport, NY)
- …* Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- Bank of America (New York, NY)
- …and within the business community Desired Qualifications: * MBA or Post-Graduate Degree * CFP , CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Business ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- M&T Bank (New York, NY)
- …+ Complete other related duties as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and ... wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP , CTFA, CPA designation MBA (Master's degree in Business… more
- KeyBank (New York, NY)
- …function as the lead contact on a UHNW relationship while engaging a Relationship Manager to ensure that a complete and positive client experience is achieved and ... and profitability. + Professional Designation preferred - JD, CPA, LLM , CTFA , CFP or advanced degree as appropriate. + Self-motivated, goal and results driven. +… more