• Regional Managing Director - PB

    City National Bank (New York, NY)
    …and champion change. * Create synergies and solutions. * Act as a talent manager and achieve results through people. * Communicate and influences effectively * Can ... FINRA Series 7, 63, and 24 securities licenses required. * May possess CFP and JD/LLM., State Insurance licenses, CIMA or Cannon Certified Wealth Strategist… more
    City National Bank (10/16/25)
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  • Merrill Experienced Financial Advisor

    Bank of America (Buffalo, NY)
    …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent ... 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 (10/10/25)
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  • Senior Wealth Advisor

    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
    M&T Bank (09/04/25)
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