- 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 $515 billion… more
- JPMorgan Chase (New York, NY)
- …Platform team, you will work closely with investment specialists, product development, manager research, and other areas to enhance our expansive investment product ... and industry trends **Preferred Qualifications, Capabilities, and Skills:** + CFA or CFP designation is a plus + Focus on investment products, including managed… more
- 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 (Brooklyn, 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
- Truist (New York, NY)
- …may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or prospect ... of Taxation, CPWA, CIMA + Advanced degree or designations such as JD, MBA, or CFP + 15+ Years of fiduciary experience with a focus on business development and… more
- Bank of America (Melville, NY)
- …90 days of start date) Desired skills: * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Business Development ... 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