- Robert Half Finance & Accounting (Hauppauge, NY)
- …a highly successful wealth management firm, is currently looking for a proactive and dynamic Associate Financial Advisor to join our team. As a financial ... skills and knowledge in finance to provide strategic, personalized financial guidance to our clients, helping them meet their...Finance, Accounting or related field . 3+ years client service/ advisor experience, ideally out of a wirehouse . FINRA… more
- 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
- Morgan Stanley (Purchase, NY)
- …FAs that have the highest probability of transitioning their existing business. Financial Advisor recruiting requires analytical skills throughout the due ... opportunity to leverage and grow your sales and negotiating skills. National Advisor Recruiting Associate will assist in responsibilities associated with… more
- Edward Jones (Plainview, 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
- SAP (New York, NY)
- …specifically for candidates early in their careers.** **Who youll become** A Solution Advisor works with our customers and prospects to help them solve business ... As a part of the sales team, a Solution Advisor is the subject matter expert responsible for the...finance and accounting, reporting and consolidation, planning, budgeting, and financial analytics. **What youll bring** + 2-3 years of… more
- Neuberger Berman (New York, NY)
- …a member of the North American intermediary sales team, the primary responsibility of the Advisor Consultant Associate (ACA) is to partner with the Advisor ... wholesaler) to promote and sell Neuberger Berman investment products through financial advisors within a specific geographic region. Candidates must be highly… 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...mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered… 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
- 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
- Bank of America (Bayside, NY)
- …Associate , Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America ... Credit Solutions Advisor - Bayside and 42-39 Bell Bayside, New...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- H&R Block (New York, NY)
- **517357BR** **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 ... stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and...service needs. We assist our clients in reaching their financial goals year-round. **Job ID:** 517357BR **City:** New York… 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
- Research Foundation CUNY (New York, NY)
- Job Title: Program Advisor PVN ID: BM-2409-006452 Category: Instruction and Social Service Location: BOROUGH OF MANHATTAN C. C. Job Description General Description ... higher education, supports persistence and momentum towards earning an associate 's degree, and cultivates a community of belonging in...and daily guidance of the Assistant Director, the Program Advisor will play a crucial role in supporting the… 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
- 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
- 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