- TIAA (New York, NY)
- … CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred **Physical ... to serve. We are proud that we've been recognized for being one of the world's most ethical companies...State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred… more
- Magellan Health Services (Watertown, NY)
- …$53,125 Salary Maximum: $84,995 This information reflects the anticipated base salary range for this position based on current national data. Minimums ... needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal… more
- SMBC (New York, NY)
- …Mitsui Brasileiro SA, and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $80,000.00 and $130,000.00. The ... specific salary offered to an applicant will be based on...current compensation paid in their geography and the market for similar roles at the time of hire. The… more
- City National Bank (New York, NY)
- …license required. * CFP designation highly preferred. *WHAT'S IN IT FOR YOU?* *Compensation* Starting base salary : $120,000-$130,000 per year. This role ... (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business...MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation.… more
- Guardian Life (Albany, NY)
- …estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, ... Doctor (JD) law degree required + CPA preferred + CFP /CLU/ChFC preferred + Expert knowledge of tax planning, exit... for Results + Information Seeking + Respect for Diversity + Self-Assurance ** Salary Range:** $116,350.00… more
- Guardian Life (New York, NY)
- …estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, ... experience + Series 7, 65/66 required; professional designations (CIMA, CFP , CPWA) a plus + Strong relationship and consultative...and abilities of the successful candidate. In addition to salary , this role may also be eligible for… more
- Guardian Life (New York, NY)
- …estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, ... college degree or equivalent business experience + CLU, ChFC, CFP , RICP, or other professional designations are a plus....and abilities of the successful candidate. In addition to salary , this role may also be eligible for… more
- Neuberger Berman (New York, NY)
- …proactive attitude and ability to work collaboratively \#LI-JG3 \#LI-Hybrid Compensation Details The salary range for this role is $75,000-$95,000. This is the ... 180 days). + Additional certifications such as MBA, CFA, CFP , or CIMA are beneficial but not required. +...for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total… more
- Guardian Life (Albany, NY)
- …estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, ... deadlines. + Professional designation such as CLU, ChFC or CFP preferred. **Education** + Bachelor's degree required ** Salary...and abilities of the successful candidate. In addition to salary , this role may also be eligible for… more
- Equitable (Melville, NY)
- …wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The ... United States **Training & Development** + **FINRA Sponsorship** : provided for required FINRA licensing + **Preliminary Employment Period (PEP)** : comprehensive… more