- Bank of America (Great Neck, NY)
- Credit Solutions Advisor - Great Neck Great Neck, New York **Job Description:** ** Credit Solutions Advisor II** At Bank of America, we are guided ... Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions ...Bank of America for 1 year + Knowledge of credit and home lending requirements + Actively listens to… 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
- 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 (East Patchogue, NY)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences… more
- Research Foundation CUNY (New York, NY)
- Job Title: Transfer Advisor PVN ID: CC-2412-006611 Category: Instruction and Social Service Location: The CITY COLLEGE of NEW YORK Job Description General ... Description The Transfer Advisor position will play a pivotal role in guiding...York. This role involves transfer application review, conducting transfer credit evaluations, advising prospective students, and collaborating with various… more
- Wells Fargo (New York, NY)
- …self, and empowered to grow. **About this role:** Wells Fargo is seeking an Advisor Platform/RIA - Principal Engineer in Technology as part of Wealth & Investment ... development, supporting the new RIA and Investment Custody platform. Investment Solutions aligns Wealth & Investment Management's (WIM) investment expertise, … 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)
- …advisor , you'll help clients achieve their financial goals by delivering tailored solutions across our leading investments, credit , banking, and Trust & ... role offers the opportunity to build relationships, develop innovative solutions , and contribute to our business with customized wealth...Estates practices. As a 2026 Global Private Bank Advisor in the Global Families Group, you will have… more
- M&T Bank (Hauppauge, NY)
- …of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or ... assuring the client has access to all resources and solutions of the firm.Work closely with Client Managers, Custom... of the firm.Work closely with Client Managers, Custom Credit , Investment Advisors and Trust Officers to assess client's… more
- Cengage Group (New York, NY)
- …more, please see https://www.cengagegroup.com/about/inclusion-and-diversity/ The Tier 2 - Student Advisor is a critical role responsible for providing reliable and ... student experience, exceed customer satisfaction goals, and excel in meeting student advisor efficiency goals. + **Handle a High Volume of Contacts:** You will… more
- JPMorgan Chase (Farmingdale, 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
- TD Bank (Garden City, NY)
- …this role. **Line of Business:** TD Wealth **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
- Citigroup (New York, NY)
- …range of financial products and services, including consumer banking and credit , corporate and investment banking, securities brokerage, transaction services, and ... the industry's largest proprietary network, Citi's Treasury & Trade Solutions (TTS) business continues to lead the way in...deliver on their key objectives, and become a trusted advisor for Citi's globally diverse institutional client base. You… more
- Quantexa (New York, NY)
- …our growth, shaping mission-critical aspects of our business through collaboration with Solutions , Product Management, and Industry experts. As the Head of Risk ... Solutions for North America, you will be at the...win strategic deals within different regions, becoming a trusted advisor for North America. + Keeping up to date… more
- JPMorgan Chase (New York, NY)
- …files to identify potential problems with loan applications and arrive at workable solutions with the Home Lending Advisor (s) prior to submission to processing. ... work in unison with one or more Home Lending Advisor (s) to create an outstanding customer experience for home...contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other… 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
- KeyBank (New York, NY)
- …Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking products, ... differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service...are expected to demonstrate strong risk management acumen including credit , operational and compliance risks to act as first… more
- Citizens (Stamford, CT)
- …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
- KeyBank (New York, NY)
- …mission is to help clients and communities thrive. CDLI provides capital solutions for affordable housing and community development projects in urban and rural ... housing can leverage CDLI's broad, fully integrated platform, including solutions such as: construction; acquisition; bridge-to-re-syndication and preservation loans;… more
- Deloitte (Jericho, 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