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Series 65 or combination of Series 7 and Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC.
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Other - Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) may also be acceptable depending on the specific role and business approval. Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as cost segregation studies and tax equity financial modeling (e.g., hypothetical liquidation at book value.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Certified Financial Planner (CFP) designation required. Proficient in Excel and strong aptitude in mastering financial planning software such as eMoney. Update financial plans to reflect changes in client's personal and financial situation as well as for changes in tax law and investment environment.
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Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus.
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Experience in marketing campaigns, project management, and public/media/influencer relations, incorporating the preferences and desires of our target audience seeking financial solutions. Understanding in graphic design, website design, illustration, UX, videography, and photography, enabling the creation of captivating content tailored to our target markets seeking financial solutions.
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Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. Industry designations such as Certified Financial Planner and Certified Equity Professionals are highly encouraged.
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Prior experience in financial planning, analysis & forecasting or related Finance field. The Operations Analyst, Global Consumer Marketing, position will support Consumer Marketing Planner to deliver on strategic objectives and work closely with the IMC Finance team to deliver monthly results.
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As an employee of Metro-North Railroad you may be required to complete a New York State financial disclosure statement, if you earn more than $105,472.00 or if you hold a position designated as a policy maker.
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MTA Metro-North Railroad is a dynamic organization, operating out of the jewel of New York City, Grand Central Terminal. MTA Metro-North Railroad strives to provide a safe and reliable commute, excellent customer service and rewarding opportunities to its employees.
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