- Creative Financial Staffing (New York, NY)
- …opportunities and mitigate risks. Review and analyze complex tax returns and financial statements, ensuring accuracy and compliance with applicable tax laws and ... and maintain strong relationships with clients, acting as a trusted advisor and proactively identifying additional service opportunities. Collaborate with other… more
- Brinks (New York, NY)
- …as a trusted consultant and functional expert to senior management, an influential advisor ; bold and courageous whilst having the antennae to understand cultural and ... is the global leader in security and logistics services, trusted by banks, financial institutions and businesses in both public and private sectors. We deliver the… more
- Raymond James Financial, Inc. (Westport, CT)
- …Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an ... Responsibilities:** Become trained and skilled to effectively and efficiently perform the Financial Advisor role: * If hired as a team candidate, the team will… more
- Edward Jones (Greenwich, CT)
- **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 ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… 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 ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Bank of America (Melville, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
- Edward Jones (Sandy Hook, CT)
- **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 ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Equitable (New York, NY)
- Entry Level - Financial Advisor - NJ, Saddle Brook (5030) ( 230000AQ ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable Advisors ... by our mission to help our clients secure their financial well-being providing them confidence to pursue long and...on the futures of individuals and businesses by offering financial services and products that address their evolving … more
- Bank of America (New Canaan, CT)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Bank of America (Stamford, CT)
- …such as core Banking, and Investment and Life Priority (TM) solutions + Shadows Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Bank of America (Huntington, NY)
- Financial Solutions Advisor Registration Candidate - Consumer Investments - Huntington Financial Center Huntington, New York **Job Description:** This job ... individual who is passionate about helping clients reach their financial goals, join Bank of America's ** Advisor ...their financial goals, join Bank of America's ** Advisor Development Program** and become an investment specialist in… more
- Bank of America (Westport, CT)
- Financial Solutions Advisor - Consumer Investments - Southern CT. Market Westport, Connecticut;Old Saybrook, Connecticut **Job Description:** At Bank of America, ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- New York State Civil Service (New York, NY)
- NY HELP No Agency Empire State Development, NYS Title Senior Advisor Financial Strategies Occupational Category Other Professional Careers Salary Grade NS ... principles related to economics and finance, expertise in municipal debt and financial derivatives. Duties Description *Applicants MUST submit a cover letter with… more
- S&P Global (New York, NY)
- …**Grade Level (for internal use):** 12 **Director, Global Sanctions & Financial Crimes Compliance Program Advisor ** **About the Role:** **Responsibilities ... and Impact:** **The Impact:** + The Director, Global Sanctions & Financial Crimes Compliance Program Advisor will report to and work directly with the Head of… more
- JPMorgan Chase (New York, NY)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Citizens (White Plains, NY)
- …and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor . In this role, ... lending and investing, helping them with short- and long-term financial goals. Citizens Wealth Management is honored to be...in investment, deposit, and lending + Become a trusted advisor who earns referrals from existing clients + Engage… more
- M&T Bank (Bridgeport, CT)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of ... primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based… more
- M&T Bank (Fairfield, CT)
- **Overview:** Provides advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance ... + Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios,… more
- JPMorgan Chase (New York, NY)
- … Development Associate you will pursue your desired career in the financial advisor industry while cultivating long lasting relationships. With motivation ... and product knowledge needed to evolve into becoming a successful Wealth Advisor . **Job responsibilities** + Build and maintain a successful book of business… more
- JPMorgan Chase (New York, NY)
- …the Mid Atlantic region.The Private Wealth Alternatives Internal Client Advisorwill drive financial advisor engagement across wire houses, private banks, RIAs, ... private credit and hedge funds) - and a leading asset manager for US financial intermediaries in mutual funds, SMAs and ETFs, including liquid alternatives) - we're… more
