- Tompkins Community Bank (Rochester, NY)
- …and expand referral opportunities. Qualifications + Bachelor's degree required; advanced degree ( MBA , CFP , CTFA, or equivalent) preferred. + Minimum of five ... (5) years of relevant experience required. Progressive experience in wealth management, financial services, or related leadership roles preferred. + Comprehensive knowledge of current wealth management regulations, fiduciary standards, and industry best… more
- JPMorgan Chase (New York, NY)
- …behavior. **Preferred qualifications, capabilities, and skills** + An advanced degree such as an MBA or equivalent. + CFP or CFA designation. Chase is a leading ... financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of… more
- JPMorgan Chase (Garden City, NY)
- …works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA , JD, CFA, or CFP preferred + Proactive, takes initiative, ... and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their… more
- JPMorgan Chase (New York, NY)
- …previous work experience in Private Banking or Financial Services + Bachelor's Degree required; MBA , JD, CFA, or CFP preferred + Proven sales success and strong ... business acumen + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, Skills** +… more
- Charles Schwab (Albany, NY)
- …management - financial planning and investment planning **Preferred Qualifications** + CFP (R) designation or MBA equivalent. + Understanding of traditional ... investment styles and vehicles (ie, separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy. + Excellent oral and written communication skills. + Comfortable and able to present articulately to large groups: ex. industry… more
- Truist (New York, NY)
- …(CFA) certification [or progress towards CFA] MBA [or progress towards MBA ] Additional Professional Designations such as CFP (R), CIMA, CAIA The annual ... base salary for this position is $95,000 - $105,000 **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible… more
- M&T Bank (New York, NY)
- …implementing wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP , CTFA, CPA designation MBA (Master's degree in ... Business Administration) or JD (Juris Doctor) \#LI-LA1 \#Wilmingtontrust \#wealthmanagement M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $170,500.00 - $284,100.00 Annual (USD). The… more
- M&T Bank (Hauppauge, NY)
- …implementing wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP , CTFA, CPA designation MBA (Master's degree in ... Business Administration) or JD (Juris Doctor) M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $142,100.00 - $236,800.00 Annual (USD). The successful candidate's particular combination of… more
- City National Bank (New York, NY)
- …licenses, CIMA or Cannon Certified Wealth Strategist designation preferred. * MBA preferred * In depth management/leadership experience * Extensive experience in ... * Excellent business development and relationship management skills * May possess CFP and JD/LLM., State Insurance licenses, CIMA or Cannon Certified Wealth… more