• Personal Financial Counselor - National…

    Magellan Health Services (Latham, NY)
    …adjudicated Tier 2 investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL… more
    Magellan Health Services (07/30/25)
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  • Director of Student Financial Assistance

    SUNY Westchester Community College (Valhalla, NY)
    …documents and data, the determination of awards, and the College's PeopleSoft and Student Financial Planner database management systems as it pertains to the ... PeopleSoft and Microsoft Office products. + Knowledge of the Student Financial Planner Student Data Management System. + Ability to collect, analyze, interpret,… more
    SUNY Westchester Community College (07/23/25)
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  • Financial Professional

    Equitable (New York, NY)
    …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... Financial Professional - NY, New York (5096) (...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
    Equitable (07/30/25)
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  • Financial Solutions Advisor - Albany…

    Bank of America (Yorktown Heights, NY)
    …met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - Albany / Hudson Valley Market Latham, New York;Newburgh, New York; Katonah, New York; Mount Kisco, New York; Yorktown Heights, New York… more
    Bank of America (07/24/25)
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  • Financial Solutions Advisor - Lynbrook…

    Bank of America (Lynbrook, NY)
    …met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - Lynbrook Financial Center, NY Lynbrook, New York **To proceed with your application, you must be at least 18 years of age.**… more
    Bank of America (07/22/25)
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  • Merrill Financial Solutions Advisor - NY…

    Bank of America (Albany, NY)
    …business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Financial Solutions Advisor - NY Capital/Central NY Market Albany, New York;Syracuse, New York **To proceed with your application, you must be at least 18… more
    Bank of America (07/09/25)
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  • Financial Solutions Advisor - South…

    Bank of America (Brooklyn, NY)
    …met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - South Brooklyn / Staten Island Market Brooklyn, New York;Brooklyn, New York; Brooklyn, New York **To proceed with your application, you… more
    Bank of America (07/04/25)
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  • US Experienced Financial Advisor

    Edward Jones (Cheektowaga, NY)
    …preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
    Edward Jones (06/11/25)
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  • Financial Advisor

    Atria Wealth Solutions (Corning, NY)
    …+ Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering high quality service ... Through its relationship with CUSO Financial Services, L. P. (CFS) First Heritage Federal...(CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to… more
    Atria Wealth Solutions (05/06/25)
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  • Financial Professional - Retirement…

    Equitable (Melville, NY)
    …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... Financial Professional - Retirement Benefits Group - NY,...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
    Equitable (05/03/25)
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