• Affluent Market Financial

    M&T Bank (Bohemia, NY)
    …Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... more
    M&T Bank (12/03/24)
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  • Merrill Financial Solutions Advisor

    Bank of America (New York, NY)
    Merrill Financial Solutions Advisor - Park Ave Market New York, New York **Job Description:** Merrill Wealth Management is a leading provider of ... more
    Bank of America (01/15/25)
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  • Financial Advisor - Hybrid…

    Citizens (New York, NY)
    …division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out ... more
    Citizens (01/09/25)
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  • Financial Advisor

    TD Bank (Merrick, NY)
    …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... more
    TD Bank (01/24/25)
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  • Financial Advisor

    TD Bank (Garden City, NY)
    …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... more
    TD Bank (01/22/25)
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  • Sr. Wealth Advisor

    Truist (New York, NY)
    …of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal ... more
    Truist (12/26/24)
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  • Strategy & Transformation Product Manager,…

    JPMorgan Chase (New York, NY)
    …include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across ... more
    JPMorgan Chase (12/23/24)
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  • JP Morgan Advisors - Relationship Manager

    JPMorgan Chase (New York, NY)
    …and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients, aiding ... more
    JPMorgan Chase (11/28/24)
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  • JP Morgan Chase -Head of Strategy - Chase Wealth…

    JPMorgan Chase (New York, NY)
    …earned from experience in the wealth management business + Strong knowledge of affluent clients' financial needs and relevant advice / solutions + Excellent ... more
    JPMorgan Chase (01/19/25)
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  • Principal Consultant - Wealth Strategy

    Capco, a Wipro Company (New York, NY)
    …customer dynamics. + Client & Advisor Experience: Transformation of client & advisor experience across UHNW, HNW and mass affluent businesses and core ... more
    Capco, a Wipro Company (01/09/25)
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  • Citi Wealth at Work - Law Firm Group - Banker…

    Citigroup (New York, NY)
    …​ + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... more
    Citigroup (11/01/24)
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  • Citi Wealth at Work - Law Firm Group - Banker…

    Citigroup (New York, NY)
    …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... more
    Citigroup (01/24/25)
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