- 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 ... personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and… 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 ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Bank of America (Melville, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… 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
- Equitable (New York, NY)
- Entry Level - Financial Advisor - NJ, Saddle Brook (5030) ( 230000AQ ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable Advisors ... by our mission to help our clients secure their financial well-being providing them confidence to pursue long and...on the futures of individuals and businesses by offering financial services and products that address their evolving … more
- TD Bank (Rego Park, NY)
- …can provide you more specific details for this role. **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 financial planning guidance & selling investment management solutions. A Transitional FA will need to… more
- Bank of America (Melville, NY)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Bank of America (Freeport, NY)
- Financial Solutions Advisor Registration Candidate - Consumer Investments - Freeport Financial Center Freeport, New York **Job Description:** This job will ... individual who is passionate about helping clients reach their financial goals, join Bank of America's ** Advisor ...their financial goals, join Bank of America's ** Advisor Development Program** and become an investment specialist in… more
- Bank of America (New York, NY)
- Corporate Financial Solutions Advisor (CFSA) - Series 7 and 66 REQUIRED (Evergreen) New York, New York;Atlanta, Georgia **Job Description:** **What is my role as ... a Corporate Financial Solutions Advisor ?** Through a contact center environment, Corporate Financial Solutions Advisor (CFSA) leverage the products and… 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 ... Financial Aid. In addition to the CUNY Title Overview, the Financial Aid Advisor will be responsible for the following duties: * Support timely advising,… more
- Bank of America (Levittown, NY)
- Financial Solutions Advisor - Consumer Investments - Western Long Island Market Levittown, New York;Freeport, New York; Long Beach, New York; Lawrence, New York ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- CUNY (New York, NY)
- Financial Aid Advisor (Two Vacancies) **POSITION DETAILS** Reporting to a Financial Aid Associate or designee, the successful candidates will be responsible ... be limited to the following: * Ensure that all processing related to students' financial aid is completed accurately, timely and in compliance with federal and state… more
- Bank of America (Commack, NY)
- Financial Solutions Advisor - Consumer Investments - Commack Financial Center Commack, New York **Job Description:** At Bank of America, we are guided by a ... common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… 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 ... **Req Number** 121564 Department Overview 1. Financial Modeling: Utilize advanced financial modeling...Department Overview 1. Financial Modeling: Utilize advanced financial modeling techniques to analyze digital investments, projects, and… more
- Adelphi University (Garden City, NY)
- Student Services Center Advisor ( Financial Aid, Registration, Student Accounts) Job Department/School One-Stop Student Services Center FT/PT/Temp Full time ... Location Garden City, NY Student Services Center Advisor ( Financial Aid, Registration, Student Accounts) One- Stop Student Services Center JOB SUMMARY: In… more
- JPMorgan Chase (New York, NY)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Bank of America (Stamford, CT)
- Business Solutions Advisor - High Ridge Financial Center Stamford, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose to help ... make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- Bank of America (Great Neck, NY)
- …Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of ... Credit Solutions Advisor - Great Neck Great Neck, New York...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Morgan Stanley (New York, NY)
- …will ensure advisors are aware of the positive impact to clients and the financial advisor 's business. This role will involve partnership with key financial ... Financial Planning Engagement Desk Specialists will be responsible for educating Financial Advisors on Morgan Stanley's state of the art financial planning… more
- Deloitte (Jericho, NY)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Minor ... Technology is transforming tax. Deloitte's Financial Services Tax Transformation practice is at the forefront of this movement, using our extensive and growing… more