• Senior Lead Wealth Planning Strategist

    Wells Fargo (New York, NY)
    …MS in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) strongly preferred + Deep experience with clients in the ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant...military experience, education **Desired Qualifications:** + 10+ years comprehensive financial planning experience with U/HNW clients, including, but not… more
    Wells Fargo (10/01/25)
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  • Credit Portfolio Underwriter Sr - BIN Sponsorship

    Huntington National Bank (New York, NY)
    …Credit Portfolio Risk Analyst Summary: The Credit Portfolio Risk Analyst , Senior (BIN Sponsorship) services, deepens, and retains assigned profitable ... portfolio administration, and credit quality of assigned portfolio working directly with the Segment Risk Manager, Sr and Segment Risk Officer. + Underwrites… more
    Huntington National Bank (09/11/25)
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  • Summer Internship Program - Commercial Banking…

    TD Bank (New York, NY)
    …identification, pursuit and management of accounts across a product or customer segment + Identify complex problems and recommend new product and service solutions ... and development training + Extensive networking opportunities and interactions with senior leaders + A dedicated support network, including a formal peer-mentoring… more
    TD Bank (09/21/25)
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