Latest Financial Planning Qualifications jobs in White Plains, NY

88 Financial Planning Qualifications Jobs in White Plains, NY

Private Client Financial Advisor - White Plains, NY Citizens - White Plains, United States a trusted advisor who earns referrals from existing clients Engage prospects to promote and sell investment products and services Evaluate and analyze client financial information and data Use planning Competitive 18 days ago
FVP IT Auditor Broadgate - , NY, United States of information technology audit experience in financial services and/or public accounting firm. Demonstrated experience in leading and executing all aspects of the audit lifecycle, including planning, risk 2 days ago
AVP IT Auditor Broadgate - , NY, United States raised. Qualifications Minimum five years of information technology audit experience in financial services and/or public accounting firm. Demonstrated experience in executing all aspects of the audit 2 days ago
Staff Accountant Creative Financial Staffing - Mount Vernon, NY financial insights and support project planning and decision-making. Stay updated on industry regulations and accounting standards relevant to construction accounting practices. Desired Qualifications $70,000 - $90,000/Year 4 days ago
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Financial Advisor Coordinator Lead Advisor - New York, NY, United States Track and regularly update case-open inventory list Track and address investment alerts for discretionary portfolios Financial Analysis Input personal financial information and investment data 3 days ago
Assistant Manager Finance Macro - , NY, United States and share knowledge. The ideal candidate will have: Accounting qualifications including ACCA or CIMA (or equivalent). Strong IT skills including experience in managing financial and accounting systems. Basic 3 days ago
J.P. Morgan Wealth Management - Private Client Advisor -Scarsdale, NY JPMorgan Chase Bank, N.A. - Scarsdale, NY 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 17 days ago
Director of Financial Planning and Analysis Woodcliff Lake, NJ, United States growth. Qualifications and Skills: Bachelor's degree in Finance, Accounting, or a related discipline; an MBA, CMA, CPA, or advanced degree is a plus. A minimum of 7 years of experience in financial 10 days ago
Operational Risk Management Associate Parallel Consulting - , NY, United States risk management framework Generate important reports to relevant parties Qualifications: 2-3+ years in an enterprise level risk management function within a financial institution or consulting firm 3 days ago
J.P. Morgan Wealth Management - Private Client Advisor - Greenvale, NY JPMorgan Chase Bank, N.A. - Greenvale, NY 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 4 days ago

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