- KeyBank (Albany, NY)
- …Avenue, Albany New York **Summer 2026 Key Investment Services Internship (Certified Financial Planner Track)- Albany, NY** Program Duration: **MAY 26, 2026 ... in finance, accounting, economics, and/or data science. Participation in the Certified Financial Planner (CFP) program and completion of the CFP exam prior to… more
- Sentinel (New York, NY)
- …or New Jersey. The Purpose of Your Role: We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a ... critical contributor on our financial planning team. Our financial planners have a proven track record of offering fiduciary guidance to our private client… more
- City National Bank (New York, NY)
- …the use of financial modeling systems such as eMoney * CFP - Certified Financial Planner credential or the ability to obtain within 24 months of employment * ... candidate should have experience with client discussions/presentations, proficiency in financial planning software (eMoney), and demonstrable knowledge in advanced… more
- PVH Corp. (New York, NY)
- …the Merchandise Planning and Buying teams to deliver the division's strategic and financial objectives. The Demand Planner will utilize Blue Yonder Demand ... **Design Your Future at PVH** Demand Planner - Calvin Klein The Demand Planner...the collaboration process and meeting + Own the OTB financial forecast + Create and maintain detailed reports of… more
- Magellan Health Services (Newburgh, 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 - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial … more
- Magellan Health Services (Fort Johnson, 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 - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial … more
- 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
- 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 (5180) (...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Bank of America (Katonah, 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 (New York, NY)
- …met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - 345 Park Ave Financial Center New York, New York **To proceed with your application, you must be at least 18 years of age.**… more
- Edward Jones (New York, NY)
- …preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning ... **Job Overview** As a financial advisor with Edward Jones, you'll develop and...by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes… more
- 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
- 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
- Bank of America (Buffalo, NY)
- …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York;… more
- M&T Bank (Buffalo, NY)
- … Financial Planning, Managed Accounts or insurance experience CFP (Certified Financial Planner ), CLU (Chartered Life Underwriter) and/or ChFC (Chartered ... **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of… more
- Truist (New York, NY)
- …software products Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2. Banking experience ... with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND… more
- Robert Half Finance & Accounting (Albany, NY)
- …management duties; working directly with clients; various other duties typical of a financial planner . Requirements Qualified candidates will have a BA in ... Description A wealth management / financial planning firm in the Albany area is...planning firm in the Albany area is seeking a Financial Planning Analyst due to growth. Responsibilities include: preparing… more
- TIAA (New York, NY)
- …+ Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial Planner Board ... base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.… more
- Bank of America (New York, NY)
- …research escalated client issues for response/resolution **Desired Qualifications:** + Certified Financial Planner (CFP) Designation + Invested in personal ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- KeyBank (Albany, NY)
- …FINRA License S63 () and + FINRA License S65 (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment… more