- Bank of America (Melville, NY)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we ... with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW clients and prospects. Develop… 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) ... the center of everything we do. As a Senior Wealth Advisor , you will partner closely with...preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver… more
- M&T Bank (Hauppauge, NY)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... for growth and retention of that client base. The Wealth Advisor is focused on the profitable...net worth client segment Proven track record of implementing wealth management strategies **Education and Experience Preferred:**… more
- Bank of America (Melville, NY)
- …Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California;...Oregon; Palo Alto, California; Tucson, Arizona **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … more
- Bank of America (Plainview, NY)
- Advisor Development Program - Financial Solutions Advisor Trainee: Plainview Financial Center Plainview, New York **Job Description:** Merrill Wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Citigroup (Huntington, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
- Edward Jones (Patchogue, NY)
- …with clients to help them achieve their long-term financial goals: retirement, building wealth , estate strategies , funding education and more. As a financial ... **Job Overview** If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner… more
- TD Bank (Melville, NY)
- …and operational excellence in delivering practice management resources and solutions to enable wealth strategies and impact key business measures. + Takes a One ... TD approach to delivery of Wealth Practice Management for Advisor and Manager support including advanced development and coaching + Ensures common content and… more
- Broadridge Financial Solutions (Edgewood, NY)
- …our roadmap. You will play a meaningful role in crafting, influencing, and designing strategies to support one of the fastest growing business lines in the western ... products and geographies with a renewed focus on our Wealth Management Solution and we are looking to accelerate...+ Proven ability to develop and deliver Digital and Advisor product and technology capabilities. + Experience using data… more
- HUB International (Melville, NY)
- …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in 750 ... operational excellence within assigned client groups. As a trusted advisor to senior leadership, you will provide strategic HR...Partner with executive leadership to develop and implement HR strategies that align with business goals. + Serve as… more