- MoneyLion (New York, NY)
- …high-quality member experience as part of a team The annual base salary for the Certified Financial Planner is expected to be between $180,000 to $195,000. ... MoneyLion is a leader in financial technology powering the next generation of personalized...to give everyone the power to make their best financial decisions. We pride ourselves on serving the many,… more
- Equitable Advisors (Saddle Brook, NJ)
- …ambition Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering relationships that help people… more
- Citigroup (New York, NY)
- …**Qualifications:** + 15+ years of experience + Additional professional accreditation like Certified Financial Planner (CFP), Chartered Financial ... The Wealth Planner Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the… more
- Magellan Health Services (Weehawken, NJ)
- …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ... - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant -… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …Series 7. * Series 63, 65 and/or 66 as required by state. * Certified Financial Planner (CFP) designation preferred. **Education** Bachelor's: Accounting, ... Description** **Job Summary** A candidate that is passionate about crafting comprehensive financial plans and prefers to focus on planning rather than client… more
- Bank of America (Paramus, NJ)
- …preferably in business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement ... Merrill Financial Solutions Advisor - Paramus & Associates Market Paramus, New Jersey;Fort Lee, New Jersey; West Nyack, New York **To proceed with your application,… more
- Bank of America (Paramus, NJ)
- …goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Financial Solutions Advisor Stage II - Consumer Investments - Bergen West NJ Market Closter, New Jersey;Fort Lee, New Jersey; Paramus, New Jersey; Tenafly, New… more
- Equitable (Saddle Brook, NJ)
- …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... Entry Level - Financial Advisor - NJ, Saddle Brook (5007) (...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Bank of America (New York, NY)
- …goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Financial Solutions Advisor Stage II - 72nd and Broadway Financial Center New York, New York **To proceed with your application, you must be at least 18 years of… more
- Edward Jones (New York, NY)
- …insurance licenses preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or ... 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
- Bank of America (Jersey City, NJ)
- …preferably in business-related field. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement ... Merrill Financial Solutions Advisor - Morristown Market Short Hills, New Jersey;Jersey City, New Jersey **To proceed with your application, you must be at least 18… more
- Bank of America (Bronx, NY)
- …goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Financial Solutions Advisor - Westchester / Bronx Market New Rochelle, New York;White Plains, New York; Bronx, New York **To proceed with your application, you must… more
- Bank of America (Paramus, NJ)
- …and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York;… more
- Truist (Paramus, NJ)
- …Office software products Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2. ... 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
- TIAA (New York, NY)
- …+ Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial ... and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people...Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial… more
- KeyBank (Tarrytown, NY)
- …and Certifications** + FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management ... (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred)… more
- City National Bank (New York, NY)
- …Minimum 8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within ... Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues...24 months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to… more
- Deloitte (New York, NY)
- …Enrolled Agent + Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as ... What You'll Do As a Tax Senior within the Financial Services arm of our Business Tax Services group,...and compliance services to clients in the banking and financial services industries. You will work directly with the… more
- Deloitte (New York, NY)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Citigroup (New York, NY)
- …preferred + FINRA, SIE, 7, 66, 24 - Additional professional accreditation such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) ... a range of solutions to help clients achieve their financial goals. The Head of Wealth Planning Specialists is...Private Bankers to assist in evaluating the client's holistic financial situation and opportunities to improve outcomes through a… more
