- JPMorgan Chase (New York, NY)
- …qualifications, skills and capabilities:** + Advanced degree or relevant industry designation (ie MBA ; CFP (R), CRPC(R)) is a plus. JPMorganChase, one of the ... oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and Chase brands. Our history spans over… more
- Neuberger Berman (New York, NY)
- …and 66 licenses (required within the first 180 days). + Additional certifications such as MBA , CFA, CFP , or CIMA are beneficial but not required. + Proficiency ... with Microsoft Office and prior CRM experience preferred, particularly with Salesforce. + Broad knowledge of Wealth Management, financial products, and services. + Exceptional written and verbal communication skills, with strong interpersonal and client… more
- JPMorgan Chase (New York, 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
- Bank of America (New York, NY)
- …on a leadership role on the team and within the business community Desired Qualifications: * MBA or Post-Graduate Degree * CFP , CPA, CFA, CTFA, CFM or JD a ... significant plus **Skills:** + Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening +… more
- Bank of America (Melville, NY)
- …considered if willing to obtain licenses within 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 + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening +… more
- Bank of America (New York, NY)
- …of 90 days per exam after the first working day in this position **Desired Skills:** * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA, CTFA, CFM or JD a ... significant plus **Skills:** + Client Management + Client Solutions Advisory + Loan Structuring + Relationship Building + Risk Management + Active Listening + Analytical Thinking + Oral Communications + Referral Management + Underwriting + Account Management +… more
- City National Bank (New York, NY)
- …* May possesses a BA or equivalent 8 years of experience in financial services or an MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon ... Series 7 and 63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S IN IT FOR YOU?* *Compensation* Starting base… more