70 Cfp Jobs in New York, NY
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Certified Financial Planner CFP Right Executive Search, LLC - New York, NY, United States Certified Financial Planner (CFP) Wealth Management New York, NY. (Hybrid 3 days in office) Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach 18 days ago
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Senior Wealth Manager Leah Yosef International - , NY, United States Significant base compensation, long-term payouts in perpetuity, no cap on upside Path towards equity partnership Requirements Track record of successful business development with high net-worth clientele CFP 3 days ago
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J.P. Morgan Wealth Management - Private Client Advisor - New Jersey (Multiple Locations) JPMorgan Chase Bank, N.A. - Jersey City, NJ of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP®) certification is preferred * Bachelor's degree preferred INVESTMENT 6 days ago
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Wealth Advisor JK Executive Strategies, LLC - , NY, United States degree/designation a plus (e.g., MBA, CFP®, or CPA). Prior enrollment or willingness to enroll in the CFP certification program. FINRA Series 7, 63, 65 or 66 securities registrations. More than three years 3 days ago
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Financial Services Professional Bankers Life - Manhattan, KS, United States designed to grow with you Passive income opportunities and bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP® Award-winning training - Bankers Life has been named as a Training 9 days ago
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Financial Services Professional – Hybrid Remote (NY) Bankers Life - Brooklyn, New York , SIE, Series 6, Series 63, CFP®, and more Retirement Savings Program Note: Applicants must reside in the state of position to be considered 13 days ago
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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: AL, GA) Avantax Planning Partners - New York, NY, United States , and the internet, required. Experience with a financial planning software program(s) preferred. Certificates, Licenses, Registrations: Required: FINRA Series 7/66, or 63/65 combo. Preferred: CFP certification 3 days ago
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Financial Planning Specialist Altfest Personal Wealth Management - New York, NY, United States of financial planning. Qualifications: Financial Planning experience (fee-only is a plus) Passing the exam for (or already holding) a CFP, CFA, CPA, or FPQP designation, a strong plus Undergraduate degree 11 days ago
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Private Client Financial Advisor - Borough Park - Brooklyn, NY Citizens - Brooklyn, United States Accident & Health licenses CFP or CRC preferred Bachelor's degree or equivalent work experience 5+ years of industry related experience Record of building internal partnerships Excellent oral and written Competitive 8 days ago
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Senior Wealth Advisor - Global Financial Institution Larson Maddox - , NY, United States in a team-oriented environment Ability to develop additional business through referrals and a COI network Additional qualifications: CFP Preferred Series, 7, 66 (or 63 and 65) Life/Health Insurance Licenses 11 days ago
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- Plainview, NY (21)
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- Danbury, CT (3)
- Milford, CT (3)
- Paramus, NJ (3)
- Secaucus, NJ (3)
- Edison, NJ (3)
- Brooklyn, NY (3)
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