- Bank of America (Melville, NY)
- Merrill Financial Solutions Advisor - Long Island East Market Smithtown, New York;Melville, New York **Job Description:** Merrill Wealth Management is a leading ... During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you...to:** + A strong referral network from across the business to increase opportunities for affluent and high… more
- Bank of America (Great Neck, NY)
- …II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions ... Credit Solutions Advisor - Great Neck Great...Management + Prospecting + Relationship Building **Minimum Education Requirement:** High School Diploma / GED / Secondary School or… more
- JPMorgan Chase (New York, NY)
- As the Human Resource Business Advisor , you will sit within the firm wide Human Resource Business Advisor organization - a Center of Excellence/Shared ... Resource-related matters. You will report to the Human Resource Business Advisor Lead and be aligned to...analytical skills regularly to identify issues and trends, develop solutions and/or recommendations to address root cause + Exceptional… 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 ... Description:** This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key… more
- JPMorgan Chase (New York, NY)
- …Consumer Business , collaborates with consumer partners to provide comprehensive solutions for every client. The Practice Management and Advisor Development ... to aid advisors in servicing their clients and expanding their business . This includes strategizing and implementing goals-based planning, establishing a client… more
- Edward Jones (East Patchogue, NY)
- …systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a ... If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to… more
- Amazon (New York, NY)
- …plans that turn AWS ideas into multi-billion-dollar businesses. WWSO teams include business development, specialist and technical solutions architecture. As part ... drive top-line revenue, and explore strategic partnerships. * Become a trusted business and technical advisor within customer accounts through Technical Thought… more
- Citizens (New York, NY)
- Description Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the ... Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management...in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals. The… more
- Truist (New York, NY)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net worth wealth ... clients. Responsible for developing and deepening client relationships through needs-based, high -level client service and through delivery of the full suite of… more
- JPMorgan Chase (New York, NY)
- …over the globe meet their financial goals by providing industry leading investment solutions . Our wide array of financial strategies - equity, fixed income, cash ... with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will...understand the complexities of capital markets and offering timely solutions . You will play a key role in marketing… more
- JPMorgan Chase (Syosset, NY)
- …of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on ... interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- JPMorgan Chase (New York, NY)
- …with the goal of creating sales opportunities and expanding JP Morgan's breadth of business + Drive high meeting activity with aggregator firms + Share best ... Wealth Management delivers industry-leading investment management and private banking solutions . Asset Management provides individuals, advisors and institutions with… more
- Microsoft Corporation (New York, NY)
- …customers (eg, students, partners in education, consumer, enterprise, small and medium-sized business owners) to understand how technology solutions can help ... We are seeking a dedicated **Customer Advisor ** to join our team at the Microsoft...and consult with our advisors to find the best solutions for their needs. Our team of skilled associates… more
- Morgan Stanley (New York, NY)
- …a plus. | Experience working on a cross-functional team to develop client and business software solutions . | Strong ability to represent and document business ... investment capabilities to our advisors and clients. The team partners closely with business and technology groups to lead end to end execution of platform… more
- M&T Bank (Hauppauge, NY)
- …a book of business . Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, ... assuring the client has access to all resources and solutions of the firm.Work closely with Client Managers, Custom...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- Bank of America (Melville, NY)
- …the betterment of the client + Ability to influence; proactively asks for and closes business + Solutions oriented; sales and financial aptitude a must + Must be ... Private Client Advisor New York, New York;Melville, New York **Job...CTFA, CFM or JD a significant plus **Skills:** + Business Development + Client Management + Client Solutions… more
- Citigroup (Huntington, NY)
- …of Citi to serve the entire continuum of wealth clients. The unified business supports ultra- high -net-worth individuals and family offices through Citi Private ... Bank, operates in the affluent and high -net worth segments through Citigold(R) and Citigold(R) Private Client...through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to… more