- Edward Jones (Staten Island, NY)
- **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 ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience … more
- Bank of America (West New York, NJ)
- Financial Solutions Advisor Registration Candidate - Consumer Investments - West New York, NJ Financial Center - Spanish Fluency Required West New York, ... individual who is passionate about helping clients reach their financial goals, join Bank of America's ** Advisor ...demanding environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry… more
- Bank of America (Jersey City, NJ)
- …such as core Banking, and Investment and Life Priority (TM) solutions + Shadows Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...activities and long-term strategies for clients **Desired Qualifications:** + Experience working in the financial service industry… more
- Bank of America (Jersey City, NJ)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...65 in lieu of 66) licenses** + Two years' experience working in the financial service industry… more
- Citizens (New York, NY)
- …new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all ... of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within...achieve sales growth goals by delivering an exceptional virtual experience + Build book of business: Proactively seek ways… more
- CUNY (Brooklyn, NY)
- …application procedures as required . Every student is assigned to the Financial Aid Advisor . This ensures that each student receives personalized guidance ... Financial Aid Advisor (2 positions) -...Two years of related experience preferred. + Experience with CUNY financial aid systems preferred.… more
- Edward Jones (Jersey City, NJ)
- …+ Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, ... competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator...by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience … more
- Bank of America (New York, NY)
- …practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & ... Description:** If you have at least 5+ years of experience as a Financial Advisor ...65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established… more
- Morgan Stanley (New York, NY)
- …**Title:** *Vice President - Project Manager / Product Owner, Financial Advisor Platforms, Wealth Management Field Experience & Platforms* **Location:** *New ... to the platform team | Provide training support for Financial Advisor teams, Management, Local Field Trainers...the following characteristics: | BS/BA degree or equivalent work experience required . Advanced degrees a plus. |… more
- JPMorgan Chase (New York, NY)
- …2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals… more
- Santander US (Staten Island, NY)
- Financial Advisor - Centralized, Staten Island, NY Country: United States of America The Financial Advisor - Centralized is responsible for identifying ... with compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a centralized market with the… more
- CUNY (New York, NY)
- Financial Aid Advisor - Multiple Positions (Office of Financial Aid, Division of Student Affairs) **POSITION DETAILS** Hunter College is seeking Financial ... Aid. In addition to the CUNY Title Overview, the Financial Aid Advisor will be responsible for...and advancement as an institution. **QUALIFICATIONS** * Bachelor's degree required . * Flexible schedule during peak periods. Be available… more
- Citizens (Elizabeth, NJ)
- …starting the role as a condition of employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. + ... 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 (Brooklyn, 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, ... to asset accumulation, preservation, growth, and protection. **Depth & Scope:** + Experience selling investments and providing financial plans + Demonstrates a… more
- Bank of America (Brooklyn, NY)
- Financial Solutions Advisor - Consumer Investments...products and services. * Has at least one year experience working in the financial service industry ... Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to...in a demanding environment. * At least three years' experience working in the financial service industry… more
- Northwell Health (Lake Success, NY)
- …highlighting key insights and recommendations. 7. Advisory Support: Act as a financial advisor to digital leadership, providing guidance and recommendations on ... required , or equivalent combination of education and related experience . + 10+ years of relevant experience ...Advanced degree (eg, MBA) preferred. 2. 5-7 years of experience in financial analysis, with a focus… more
- CUNY (New York, NY)
- …Bachelor's Degree required . **Preferred Qualifications:** * Two years of relevant experience in financial aid required . * Excellent written and ... Financial Aid Advisor (Two Vacancies) **POSITION...Knowledge of PeopleSoft/CUNYfirst information system in higher education. * Experience using external and internal systems such as COD,… more
- Amazon (New York, NY)
- …and Technologies, or similar accelerated computing technologies. - Bachelor's Degree Required . Preferred Qualifications - Startup background and experience at ... potential? Do you have the business savvy, executive presence, global enterprise financial services background, and technical sales skills necessary to help position… more
- Adelphi University (Garden City, NY)
- …Actively engage with One-Stop teams for continuous improvement of the student experience related to financial aid, billing, registration support services, and ... Associate Director - Advisor Team Job Department/School One-Stop Student Services Center...financial aid, regis trars or student account services) experience in a fast-paced customer-service oriented higher education environment.… more
- JPMorgan Chase (New York, NY)
- …in Business Administration, Finance, or a related field + At least 5 years of experience in financial services + Proven experience in a leadership role ... presentation software. **Preferred qualifications, capabilities, and skills** + Program management experience preferred Chase is a leading financial services… more