- Edward Jones (East Patchogue, NY)
- … - Get registered and licensed and learn how to be a financial advisor with the industry's top training program1. + Salary for the first four years ... are eligible for paid sick leave and paid time off. Financial advisors may be...you see yourself ** + Learning to be a financial advisor through our comprehensive training… more
- Citizens (New York, NY)
- …and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and ... financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of...arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid… more
- Edward Jones (New York, NY)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...are eligible for paid sick leave and paid time off. Financial advisors may be… more
- 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 ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- TD Bank (Garden City, NY)
- …details for 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 advisors or planners who will be providing ...the overall Wealth team + Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business… 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 ... single center of excellence which results in an enhanced and more consistent advisor and client experience. This principal engineer will be coaching and mentoring… more
- Citigroup (Huntington, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
- JPMorgan Chase (New York, NY)
- …projects, with potential for a full-time offer for top performers. As an advisor , you'll help clients achieve their financial goals by delivering tailored ... experts in a fast-paced environment, gaining valuable experience and training . Our nine-week program includes induction, training ,...& Estates practices. As a 2026 Global Private Bank Advisor in the Global Families Group, you will have… more
- Touro University (New York, NY)
- …academic and professional objectives in GSE's programs. The Graduate Academic Advisor build relationships with students, assist in exploring and comprehending their ... a student to successful degree completion is a major responsibility. The Graduate Academic Advisor is responsible to inform a student in a timely fashion if they… more
- JPMorgan Chase (Huntington, 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
- CUNY (New York, NY)
- Academic Advisor (Academic & Career Advisement (aHEO)), CUNY Inclusive Economy (CIE) Initiative- Department Chair of Film and Media Studies **POSITION DETAILS** The ... students in New York's emerging industries. Reporting to the Chair, this Academic/Career advisor will work under the supervision of the Department Chair of Film and… 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 ... center of excellence which results in an enhanced and more consistent advisor and client experience. This opportunity will be supporting both people management… more
- PVH Corp. (New York, NY)
- …- Global CK: + Support the Brand Finance Controller and act as a senior financial advisor and business partner to the collaborators. Provide insights to drive ... work** in relation to the global brand teams to **coordinate and streamline** financial processes and procedures. + **Support ad hoc projects** as needed. **What… more
- TD Bank (New York, NY)
- …East Coast. The Senior Audit Group Manager - Internal Controls over Financial Reporting (ICFR) is responsible for overseeing, planning, executing the ICFR program ... The ICFR (SOX) program covers internal controls over the preparation of financial reporting that ensure reliability, accuracy, and completeness of TD Bank's … more
- Robert Half (New York, NY)
- JOB REQUISITION Salesforce Financial Services Cloud Architect Senior Manager LOCATION NEW YORK CITY ADDITIONAL LOCATION(S) BOSTON JOB DESCRIPTION You Belong Here The ... We Need You Protiviti is looking for a Salesforce Financial Services Cloud (FSC) Architect Senior Manager to join...objectives and solutions. + You serve as a trusted advisor to the client driving conversations with their admins,… more
- TD Bank (New York, NY)
- …with the business while conducting audits + Consult assigned lines of business (trusted advisor ) for audit + Deliver CSI and follow up as appropriate + Strong ... informed + Demonstrate TD leadership core values + Deliver effective presentations/ training at the division level, industry conferences, workshops, etc. + Provide… more
- Celonis (New York, NY)
- …the end-to-end value journey of our customers. You are our customers trusted advisor and help them achieve their strategic goals and realize significant value using ... for the customer by establishing an operating model and training users for the customer to realize value and...+ equity + benefits (health, dental, life, 401k, and paid time off). Please note that the base salary… more
- Citizens (Stamford, CT)
- …with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified ... financial goals, including but not limited to Financial Advisor , Wealth Advisor , Home...arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid… more
- Wells Fargo (Melville, NY)
- …. **In this role, you will:** + Assist Profit Formula (PF) Financial Advisor (s) with sales, service and operational related activities ... clients via telephone, direct interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account related information… more
- TD Bank (New York, NY)
- …business, customizing a broad range of products and services to meet the financial needs of TD's customers. The job acquires, develops and manages commercial banking ... with a focus on growing the portfolio by providing financial solutions and developing new business from both existing...existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment,… more