• Financial Professional - Retirement Benefits Group…

    Equitable (Melville, NY)
    …deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more
    Equitable (08/02/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    …(required within the first 180 days). + Additional certifications such as MBA, CFA, CFP , or CIMA are beneficial but not required. + Proficiency with Microsoft Office ... ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm manages $538 billion… more
    Neuberger Berman (07/18/25)
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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 (07/11/25)
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