- Edward Jones (Port Jefferson, NY)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your… more
- Edward Jones (Babylon, NY)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Bank of America (Melville, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
- TD Bank (Medford, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable ... draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage… more
- TD Bank (West Babylon, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a draw, for ... financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their… more
- Bank of America (Patchogue, NY)
- Financial Solutions Advisor Registration Candidate - Patchogue Financial Center Patchogue, New York **To proceed with your application, you must be at least ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Patchogue/ Financial -Solutions- Advisor -Registration-Candidate Patchogue- Financial -Center\_25046231-2) **Job Description:** At… more
- Stony Brook University (Stony Brook, NY)
- Senior Financial Aid Advisor **Required Qualifications (as evidenced by an attached resume):** Master's degree (foreign equivalent or higher). In lieu of a ... **Brief Description of Duties:** We are seeking a dedicated and knowledgeable Senior Financial Aid Advisor to join our team. The Senior Advisor will play a… more
- Bank of America (Selden, NY)
- Financial Solutions Advisor - Eastern Long Island Market Hampton Bays, New York;Northport, New York; East Hampton, New York; Selden, New York; Smithtown, New ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hampton-Bays/ Financial -Solutions- Advisor Eastern-Long-Island-Market\_26000345) **Job Description:** At Bank of… more
- Stony Brook University (Stony Brook, NY)
- Enrollment Success & Financial Wellness Senior Advisor **Required Qualifications (as evidenced by an attached resume):** Master's degree (foreign equivalent or ... We are seeking a dedicated and knowledgeable Enrollment Success & Financial Wellness Senior Advisor to join our team. The Enrollment Success & Financial… more
- M&T Bank (Bridgeport, CT)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of ... primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based… more
- JPMorgan Chase (Riverhead, NY)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Wells Fargo (Melville, NY)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Assist Financial Advisor (s) colleagues with service and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- M&T Bank (Bridgeport, CT)
- …processing paperwork sent to the home office. + Enter trades accepted by the Financial Advisor on the appropriate system. + Maintain regular sales reporting to ... specific brochures or prospectuses when requested by the client or Financial Advisor . + Accept orders for securities transactions directly from clients. +… more
- KeyBank (Fairfield, CT)
- …**Job Summary** The Business Banking Small Business RM Serves as the relationship manager and financial advisor to clients with revenue sized at the lower end of ... and moderate risk profile. **Essential Functions** + Acts as the primary financial advisor and business partner to clients, serving as the main contact for… more
- Citigroup (Huntington, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +...excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of...allowing for a good understanding of broker/dealer operations and financial services products, and basic financial planning… more
- Broadcom (Melville, NY)
- …At Broadcom, we are seeking a highly skilled and experienced mainframe Solution Advisor to join our team, specifically focused on our DevOps value stream. As ... Extensive knowledge and experience with mainframe systems: a Mainframe Solution Advisor must possess a deep understanding of Mainframe Technologies, including… more
- JPMorgan Chase (Westhampton Beach, NY)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your… more
- KeyBank (Norwalk, CT)
- …- Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank ... while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day… more
- Citigroup (Huntington, NY)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills +...where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) +… more