• Merrill Experienced Financial

    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 ... us to get more details about our Experienced Advisor Program, competitive compensation package, and...written and verbal + Highly entrepreneurial **Shift:** 1st shift ( United States of America) **Hours Per Week:**… more
    Bank of America (01/08/25)
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  • US Experienced Financial

    Edward Jones (New York, NY)
    …your way - with 100% support from us . **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported ... may calculate a preliminary total compensation with this calculator (https://careers.edwardjones.com/career-areas/ experienced - financial - advisor /compensation-and-benefits/) Hiring Minimum $50,000 Hiring… more
    Edward Jones (12/17/24)
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  • Financial Advisor Recruiting…

    Wells Fargo (New York, NY)
    Advisor Recruiting Director** to lead and manage a team of experienced Financial Advisor (FA) recruiters. This individual will be responsible ... for driving the growth of experienced financial advisors across multiple channels, including...program requirements. Candidates applying to job openings posted in US : All qualified applicants will receive consideration for employment… more
    Wells Fargo (01/11/25)
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  • Merrill Financial Solutions Advisor

    Bank of America (Melville, NY)
    …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...Referral Identification + Sales Performance Management **Shift:** 1st shift ( United States of America) **Hours Per Week:**… more
    Bank of America (10/19/24)
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  • Private Client Financial Advisor

    Citizens (Manhasset, NY)
    …the role as a condition of employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. + Demonstrated ... Description Citizens employs a group of experienced advisors that help individuals and families attain...policy of every local and state jurisdiction in the United States . For an overview of our… more
    Citizens (01/09/25)
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  • Financial Advisor - NJ, Saddle Brook

    Equitable (New York, NY)
    Financial Advisor - NJ, Saddle Brook (5030) ( 230000AQ ) **Primary Location** : UNITED STATES -NY-New York **Organization** : Equitable Advisors ... from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits:… more
    Equitable (01/13/25)
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  • Affluent Market Financial Advisor

    M&T Bank (Bohemia, NY)
    …decisions in alignment with their individual needs. + *Coach and mentor less experienced Financial Advisors, Licensed Bankers and Business Banking staff to ... advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively...will inform their specific compensation. **Location** Bohemia, New York, United States of America M&T Bank Corporation… more
    M&T Bank (12/03/24)
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  • Asset Management, Business Analyst - United

    JPMorgan Chase (New York, NY)
    …of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at ... in supporting the organization. You will have the opportunity to utilize your financial data storytelling skills and your proficiency in PowerPoint to make a… more
    JPMorgan Chase (11/20/24)
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  • Advisor Platform/RIA - Senior Engineering…

    Wells Fargo (New York, NY)
    …and empowered to grow. **About this role:** Wells Fargo is seeking an Advisor Platform/RIA - Senior Engineering Manager ( Software Engineering Senior Manager) in ... excellence which results in an enhanced and more consistent advisor and client experience. This opportunity will be supporting...Manage, coach, and develop a team or teams of experienced engineers and engineering managers in roles with moderate… more
    Wells Fargo (01/09/25)
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  • Broadridge Advisor Solutions Mid-Market…

    Broadridge Financial Solutions (New York, NY)
    …needs. At Broadridge you will work with the largest Wealth Organizations in the US and abroad introducing them to our Advisor Solutions team. Our existing ... Broadridge team. Broadridge is hiring! We are seeking an experienced Mid-Market Sales Representative. In this position you will...Requirements: + 5+ years of sales experience, preferably in Financial Services a/o Software + BA/BS + Ability to… more
    Broadridge Financial Solutions (01/09/25)
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  • Financial Wellness Associate

    KeyBank (New Rochelle, NY)
    …finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally. At Key we've ... York 10801 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling… more
    KeyBank (01/14/25)
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  • Tax Senior - Financial Services - Hedge…

    Deloitte (Jericho, NY)
    …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...information. They also train, mentor and supervise new and experienced -level staff and attend required Deloitte Tax LLP and… more
    Deloitte (01/13/25)
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  • Tax Manager - Financial Svcs - Mutual Fund…

    Deloitte (Jericho, NY)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
    Deloitte (01/12/25)
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  • Tax Manager - Financial Svcs-Hedge Fund Tax…

    Deloitte (Jericho, NY)
    …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...also train, mentor and supervise seniors and new and experienced -level staff as well attend required national and sector-specific… more
    Deloitte (01/12/25)
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  • Complex Marketing Manager

    Equitable (New York, NY)
    Complex Marketing Manager ( 240000OI ) **Primary Location** : UNITED STATES -NY-New York **Other Locations** : UNITED STATES -NY-Melville **Organization** ... individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for...be the key Marketing resource for the Branch's many Financial Advisors and Producer Groups. This role can be… more
    Equitable (12/17/24)
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  • Wealth Senior Client Associate

    M&T Bank (New York, NY)
    …Preferred:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge of the Bank's retail ... and experience will inform their specific compensation. **Location:** New York, New York, United States of America M&T Bank Corporation is an Equal… more
    M&T Bank (12/13/24)
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  • Spring by Citi Payments Solutions Architect, SVP

    Citigroup (New York, NY)
    …Product Sales **Time Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary Range:** $163,600.00 - ... consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and… more
    Citigroup (11/30/24)
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  • Relationship Manager, Community Development…

    KeyBank (New York, NY)
    …finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally. At Key we've ... Credit (LIHTC) financing. With a national presence and an experienced team of more than 50 professionals serving clients...a high level of service. Acting as a trusted advisor to both current clients and future relationships. Actively… more
    KeyBank (01/14/25)
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  • Business Banking Senior Relationship Manager

    Bank of America (Melville, NY)
    …qualifications are met by a strong, less experienced candidate. **Shift:** 1st shift ( United States of America) **Hours Per Week:** 40 Bank of America and ... are guided by a common purpose to help make financial lives better through the power of every connection....along with the power to make a difference. Join us ! **Job Description:** This job is responsible for providing… more
    Bank of America (01/04/25)
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  • Full-time Teller

    KeyBank (New York, NY)
    …finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally. At Key we've ... York 10010 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to… more
    KeyBank (01/14/25)
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