- Bank of America (Brooklyn, NY)
- Credit Solutions Advisor - 76 Court BROOKLYN, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... client experience **Skills:** + Client Management + Client Solutions Advisory ** Credit Solutions Advisor II** At Bank of America, we are guided by… more
- Bank of America (Corona, NY)
- …the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner ... needs of both individual and small business clients, offering appropriate solutions , and connecting clients to specialists. Key responsibilities include deepening… more
- TD Bank (New York, NY)
- …can provide you more specific details for this role. **Job Description:** The Merchant Solutions Payment Advisor sells credit card processing products and ... insight, extending access to global markets, and delivering integrated transaction banking solutions . In 2023, we acquired Cowen Inc., offering our clients access to… more
- Bank of America (New York, NY)
- Business Solutions Advisor - Third Avenue and 42nd Street Financial Center - Bilingual Spanish Required New York, New York **Job Description:** At Bank of ... deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job… more
- Truist (New York, NY)
- …track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...through delivery of the full suite of Truist Wealth solutions . Accomplished and highly proven at acquiring new clients… more
- Morgan Stanley (New York, NY)
- …and Product Partners, as applicable. ** *Position Summary:* * Design lending solutions for IWM clients including credit structuring, analysis, and execution ... MSWM expanded the suite of world-class banking and lending solutions for International Client Advisors ("ICA") and their clients....WM lending platforms (eg ECL, LAL, Margin, Letters of Credit , & Tailored Lending), providing ICAs and their clients… more
- Citizens (New York, NY)
- …a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible ... financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate...in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals. The… more
- Edward Jones (New York, NY)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs.… more
- JPMorgan Chase (New York, 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 ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your...contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other… more
- NYU Rory Meyers College of Nursing (New York, NY)
- Position Summary The School of Professional Studies is seeking an Academic Advisor to support students in the Division of Applied Undergraduate Studies (DAUS) ... and active duty members of the military. The academic advisor will have a caseload and work as a...access to university resources, as needed; and process transfer credit evaluations. This position will also participate in admissions… more
- JPMorgan Chase (Hoboken, NJ)
- **Job Summary** 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 ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a...contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other… more
- TD Bank (Brooklyn, NY)
- …you more specific details for this role. **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial ... who will be providing financial planning guidance & selling investment management solutions . A Transitional FA will need to leverage their experience to service… more
- TD Bank (New York, NY)
- …acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is ... a focus on growing the portfolio by providing financial solutions and developing new business from both existing and...existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment,… more
- Morgan Stanley (New York, NY)
- …on client goals. The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for ... sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor * Critically...Leads research meetings * Identifies swap opportunities * Conducts credit research and develops valuation models *Client Support:* *… more
- Morgan Stanley (New York, NY)
- …units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a ... result of credit , market, liquidity, operational, model and other risks. Our...consistent principles and disciplines for risk management - Strategic advisor to Firm management for setting risk appetite and… more
- Wells Fargo (New York, NY)
- …and market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or company-wide ... proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as… more
- Citizens (Valley Stream, NY)
- …of Citizens solutions across banking, lending, and partner with the Advisor for investments to help clients reach their financial goals + Introduce appropriate ... tailored advice, personalized experiences, and innovative ideas, products, and solutions , are central to helping clients navigate changing circumstances. In… more
- PNC (Jersey City, NJ)
- …you will be based in Hoboken/New Jersey. PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As a ... trusted advisor within a fast-paced, dynamic environment you will leverage...Handles the origination, financial analysis, negotiation and documentation of credit and non- credit products and services. +… more
- TD Bank (New York, NY)
- …opportunity to make an impact with top tier organizations. We offer innovative solutions and treasury advisory services on large and complex liquidity, payments, and ... evolve to provide optimum trade finance, liquidity, and payment solutions to clients. GTB is comprised of four business...capital by employing trade finance products (Standby Letters of Credit / Guarantees, Import Letters of Credit ,… more
- Deloitte (New York, NY)
- …federal credits and incentives opportunities including Research and Development tax credit /deduction analyses, New Markets Tax Credit , Qualified Opportunity ... Zones, Sustainability and Renewable Energy tax credits, and other federal credit incentive service offerings + Deliver value to clients by identifying opportunities… more