- Bank of America (Brooklyn, NY)
- Credit Solutions Advisor - 76 Court BROOKLYN, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... client experience **Skills:** + Client Management + Client Solutions Advisory ** Credit Solutions Advisor II** At Bank of America, we are guided by… more
- Bank of America (West Seneca, NY)
- …the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner ... needs of both individual and small business clients, offering appropriate solutions , and connecting clients to specialists. Key responsibilities include deepening… more
- Atria Wealth Solutions (Corning, NY)
- Through its relationship with CUSO Financial Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and ... the surrounding areas. Established in 1954, First Heritage Federal Credit Union has over $730 million in assets and...able to motivate other team members to promote the solutions to help clients pursue their goals. As a… more
- Truist (New York, NY)
- …track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...through delivery of the full suite of Truist Wealth solutions . Accomplished and highly proven at acquiring new clients… more
- Wells Fargo (New York, NY)
- **About this role:** The Advisor Platforms Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and ... prioritization of the Advisor Desktop experience and Advisor tools to...understanding of business, delivering longer term and large scale solutions + Provide vision, direction, and expertise to senior… more
- Edward Jones (East Patchogue, NY)
- …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 ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences… more
- Citizens (Staten Island, NY)
- …a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible ... financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate...in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals. The… more
- Morgan Stanley (New York, NY)
- …and Product Partners, as applicable. ** *Position Summary:* * Design lending solutions for IWM clients including credit structuring, analysis, and execution ... MSWM expanded the suite of world-class banking and lending solutions for International Client Advisors ("ICA") and their clients....WM lending platforms (eg ECL, LAL, Margin, Letters of Credit , & Tailored Lending), providing ICAs and their clients… more
- Wells Fargo (New York, NY)
- …Manager (Senior Lead Marketing Consultant) to support our independent financial advisor channel, Wells Fargo Advisors Financial Network (FiNet). This role will ... education on marketing, branding, social media and digital strategies to independent financial advisor business owners and their staff. **In this role, you will:** +… more
- Edward Jones (Albany, NY)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs.… more
- M&T Bank (Hauppauge, NY)
- …of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or ... assuring the client has access to all resources and solutions of the firm.Work closely with Client Managers, Custom... of the firm.Work closely with Client Managers, Custom Credit , Investment Advisors and Trust Officers to assess client's… more
- Citizens (Rhinebeck, NY)
- …tailored advice, personalized experiences, and innovative ideas, products, and solutions , are central to helping clients navigate changing circumstances. In ... Private Client Financial Advisors are their clients' primary trusted advisor . In this role, they will meet with existing...to uncover perspective opportunities + Develop and present suitable solutions to meet client goals + Partner with other… more
- Bank of America (New York, NY)
- …needs + Advocates for clients and prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, ... Private Client Advisor New York, New York;Melville, New York **Job...to influence; proactively asks for and closes business + Solutions oriented; sales and financial aptitude a must +… more
- Cengage Group (New York, NY)
- …more, please see https://www.cengagegroup.com/about/inclusion-and-diversity/ The Tier 2 - Student Advisor is a critical role responsible for providing reliable and ... student experience, exceed customer satisfaction goals, and excel in meeting student advisor efficiency goals. + **Handle a High Volume of Contacts:** You will… more
- JPMorgan Chase (Valley Stream, NY)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your...contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other… more
- JPMorgan Chase (Hartsdale, NY)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a...contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other… more
- NYU Rory Meyers College of Nursing (New York, NY)
- Position Summary The School of Professional Studies is seeking an Academic Advisor to support students in the Division of Applied Undergraduate Studies (DAUS) ... and active duty members of the military. The academic advisor will have a caseload and work as a...access to university resources, as needed; and process transfer credit evaluations. This position will also participate in admissions… more
- Sedgwick (Albany, NY)
- …Place to Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer Claims Advisor , Professional Liability To analyze complex or technically difficult management, ... travel as required **Auditory/Visual** **:** Hearing, vision and talking **NOTE** **:** Credit security clearance, confirmed via a background credit check, is… more
- CIBC (New York, NY)
- …monitoring and control of operational, reputation and legal, strategic, market, credit , investment and liquidity risk, collectively "CIBC Risk", incurred by CIBC's ... and relationship-oriented bank for a modern world. The Compliance Advisor will be instrumental in supporting the execution of...program with a focus on consumer deposit, lending and credit -related laws and regulations. This role is responsible for… more
- CIBC (New York, NY)
- …monitoring and control of operational, reputation and legal, strategic, market, credit , investment and liquidity risk, collectively "CIBC Risk", incurred by CIBC's ... toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. + We cultivate a culture where… more