Cfp Jobs in New York, NY

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

from: linkedin.com - 21 days ago

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

from: linkedin.com - 14 days ago

ICMA-RC dba MissionSquare Retirement - New York, NY

. If you have the following skills, we encourage you to apply: * Bachelor's degree or equivalent experience * One to three years of experience. * CFP, FINRA 7 and 63 * Industry expertise in 457, 401, 403b, IRA’s and other

from: ICMA-RC dba MissionSquare Retirement - 3 days ago

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

from: linkedin.com - 10 days ago

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

from: linkedin.com - 10 days ago

JPMorgan Chase Bank, N.A. - Manhasset, NY (+2 locations)

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

from: JPMorgan Chase Bank, N.A. - 5 days ago

Chemistry Wealth Management - New York, NY, United States

environment · Strong verbal and written communication skills · CFP or CFA designation a plus · Are legally authorized to work full-time in the United States and will not require a visa sponsorship

from: linkedin.com - 6 days ago

Northwestern Mutual - New York, NY, United States

(Series 6/7, 63, SIE, Life Accident and Health, CFP, CFA, CLU, ChFC, RICP and others) · Development Stipends · Expense Allowances · Renewals/ Residual Income · Comprehensive Medical Coverage · Retirement

from: linkedin.com - 10 days ago

Santander Holdings USA Inc - New York, United States

and perform a post-mortem assessment on table-top and CFP tests (focusing on unattended risks). As applicable, contribute to regulatory examinations, internal audit reviews and other remediation efforts Competitive

from: efinancialcareers.com - 11 days ago

JK Executive Strategies, LLC - , NY, United States

, regulatory changes, and client preferences to inform investment decisions and enhance service offerings. Requirements Bachelor's degree in business administration or related field required. MBA, CFP, or CPA

from: linkedin.com - 13 days ago