- 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 ... *POSITION SUMMARY:* The Portfolio Management (PM) Associate Director is a vital part of the...and sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor… more
- Morgan Stanley (Purchase, NY)
- …important part of our culture. * * * * *About the Team:* * * The Financial Advisor Associate (FAA) Talent Management group drives the overall field strategy ... relative to the sourcing and professional development of new Financial Advisor Associates for Morgan Stanley Wealth Management. The FAA Training Program… more
- Adelphi University (Garden City, NY)
- Associate Director - Advisor Team Job Department/School One-Stop Student Services Center FT/PT/Temp Full time Location Garden City, NY Associate Director - ... SUMMARY: Leads the One-Stop forward-facing customer service efforts and manages the 10-member Advisor team in their goal of advocating for our students in the… more
- JPMorgan Chase (New York, NY)
- …invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be responsible ... helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of … more
- Edward Jones (East Patchogue, 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...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… 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)
- …and in the implementation of new accounting standards and policies. As a Policy Advisor - Sr. Associate within our Corporate Accounting Policies team, you will ... account for transactions in one or more of the following areas: financial instruments, consolidation, business combinations, goodwill and other intangible assets, or… more
- CUNY (New York, NY)
- … 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
- M&T Bank (New York, NY)
- …of training throughout the one-year assignment to learn banking, basic financial skills, technical skills, and leadership/interpersonal skills. Develop a solid ... understanding of banking functions, processes, and operations. + Group Projects - Participate in two group project assignments, working with a team of their peers to build relationships within their teams as well as with project sponsors, internal and external… more
- CUNY (New York, NY)
- …support services, scholarships, MTA OMNY cards, and textbook support. Reporting to the Associate Director, the academic advisor is responsible for the retention ... ASAP Student Advisor (Day and Evening-Weekend Advisors) **POSITION DETAILS** The...artistic communities of Tribeca and SoHo, the dynamic downtown financial district, and the center of New York City… more
- Bank of America (Great Neck, NY)
- …Associate , Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America ... 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
- H&R Block (Lindenhurst, NY)
- **524505BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... that will grow stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and business services needs… more
- City of New York (New York, NY)
- …and do not develop disease. Position Summary: The Supervising Public Health Advisor will oversee the work of Public Health Advisors, conduct supplemental case ... per a 2024 assessment. o additional health, fitness, and financial benefits may be available based on the position's...have been in a supervisory capacity; or 2. An associate degree from an accredited college or university, including… more
- Ankura (New York, NY)
- …provides you with an opportunity to continue to grow your career as a trusted advisor to the most important Financial Services companies in the world. You will ... Overview and Objectives: Join a team focused on solving the Financial Services industry's toughest challenges across operations, risk, compliance, technology and… more
- Morgan Stanley (New York, NY)
- …Management assets, performance tracking, etc.) * Identifies business opportunities * Supports Financial Advisor / Private Wealth Advisor practice management ... *POSITION SUMMARY* The Business Development Associate participates in the team's overall business development...the Complex Business Development Manager * Partners with the Financial Advisor / Private Wealth Advisor… more
- Morgan Stanley (New York, NY)
- …Wealth Management Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams ... their focus will be on delivering an exceptional client experience. In supporting Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams, this… more
- Foresters Financial Services (Westbury, NY)
- …financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as ... broker-dealers encompassing, among others, Cetera Advisors (https://www.ceteraadvisornetworks.com/welcome) , Cetera Advisor Networks (https://www.ceteraadvisornetworks.com/welcome) , Cetera Financial Institutions,… more
- JPMorgan Chase (New York, NY)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- JPMorgan Chase (New York, NY)
- …reviews on a regular basis in conjunction with or by direction of the Financial Advisor + Market and implement complex investment solutions in accordance with ... solutions tailored to clients' specific needs. As an Investment Associate in JP Morgan Advisors, you will work in...marketing strategy and builds presentations on behalf of the Financial Advisor (s) + Ad Hoc service requests… more