- 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
- 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
- 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
- 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 ... teams, supporting the new RIA and Investment Custody platform. Investment Solutions aligns Wealth & Investment Management's (WIM) investment expertise, solutions… 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 (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
- JPMorgan Chase (Hartsdale, NY)
- 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 lending products ... 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 (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
- TD Bank (New York, NY)
- …role. **Line of Business:** Marketing **Job Description:** **Department Overview:** The Credit Card Customer Marketing Planning team is responsible building and ... translates business strategies into marketing plans. **Depth & Scope:** + Marketing advisor for a business, typically leading or contributing on projects of moderate… 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
- Capital One (New York, NY)
- …(22957), United States of America, New York, New York VP - Private Equity Capital Solutions Capital Solutions is a newly formed team within the Capital Markets ... Acquisitions, Derivatives, and Equity Sales, Research, and Trading. The Capital Solutions team delivers specialized capital raising and advisory services primarily… 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
- Wells Fargo (New York, NY)
- …the Liquidity Management transformation agenda and expand our portfolio of client solutions accessible through our platforms, introducing new solutions used by ... Develop and product manage complex Liquidity Management and Overlay Solutions with a global scope and reach + Lead...and delivery team companywide + Serve as an authority advisor to experienced leaders and represent the company externally… 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
- 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