- Santander US (Staten Island, NY)
- Financial Advisor - Centralized , Staten Island, NY Staten Island, United States of America The Financial Advisor - Centralized is responsible for ... compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a centralized market with the… more
- TD Bank (Scotch Plains, NJ)
- …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 selling investment...analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and… more
- JPMorgan Chase (New York, NY)
- …The team supports leaders and advisors in the branch, field & HNW space, and centralized advisor centers. As an Advisor Growth Program Field Leadership ... to provide comprehensive solutions for every client. The Practice Management and Advisor Development team, a highly visible team with significant interaction with… more
- Truist (New York, NY)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...+ Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- Guardian Life (New York, NY)
- …**You will** + Make independent suitability decisions when approving all Investment Advisor accounts at account opening (including the review of Advice Capture ... account activity when required. + Additional supervisory responsibilities may be centralized and added to expectations and job responsibilities. **You have** +… more
- Amazon (New York, NY)
- …Amazon digital services, etc.). This is a unique opportunity to join a centralized team that leads strategic partnerships across Amazon businesses. As a CorpBD ... and projects which are unconventional in nature, need a centralized advocate, and have broader implications to Amazon. You...to develop conviction independently. - Act as a trusted advisor to internal executives at Amazon. Basic Qualifications -… more
- Wells Fargo (Iselin, NJ)
- …requirements. They will integrate distributed model Centers of Excellence to a centralized model governance tool and ensure that proper lifecycle checks are enforced ... systematically. **In this role, you will:** + Act as an advisor to leadership to develop or influence applications, network, information security, database,… more
- Amazon (New York, NY)
- …working on deals and projects which are unconventional in nature, need a centralized advocate, and have broader implications to Amazon. You will interact with senior ... expertise and ability to develop conviction independently - Act as a trusted advisor to internal executives at Amazon Basic Qualifications - Bachelor's degree (MBA… more
- Morgan Stanley (New York, NY)
- …to create a unified customer experience between digital, relationship managers, and financial advisor channels -Enable the migration and consolidation of Morgan ... Marketing Analytics teams. *_Responsibilities:_* -Design, build, and manage state-of-the-art centralized client engagement products and capabilities leveraging data, analytics… more
- Deloitte (Morristown, NJ)
- …+ Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred + Advanced degree such as Masters of ... the best outcomes for your clients? Are you curious about the IRS's new centralized partnership audit regime and how it might apply to passthrough taxpayers? If you… more
- TD Bank (Bridgewater, NJ)
- …for and trades executed in the TDPCW Broker Dealer and Registered Investment Advisor , as well as our fixed annuity insurance platforms. In addition, the Principal ... to help identify trends areas of concern * Executes centralized control report activity used to issue inquiries to...colleagues to help them and their families achieve their financial , physical and mental well-being goals. Total Rewards at… more
- Amazon (New York, NY)
- …limited to: * Build relationships with your Selling Partners; be a trusted advisor and thought leader in defining success criteria and understand business needs of ... skills and the ability to work independently while using centralized resources, policies and procedures * Develop a thorough...package, in addition to a full range of medical, financial , and/or other benefits. For more information, please visit… more