- TD Bank (Bergenfield, NJ)
- …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, ... for financial advisors or planners who will be providing ...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)
- …team supports leaders and advisors in the branch, field & HNW space, and centralized advisor centers. As a Vice President, Field Leadership Strategy Advisor ... comprehensive solutions for every client. The Practice Management and Advisor Development team, a highly visible team with significant...field + At least 5 years of experience in financial services + Proven experience in a leadership role… more
- CUNY (Brooklyn, NY)
- Onboarding Academic Advisor (aHEO) - STAR Center **POSITION DETAILS** New York City College of Technology (City Tech) of the City University of New York (CUNY) is a ... City Tech welcomes applications for the position of Onboarding Advisor to join our team. The STAR Center is...STAR Center at City Tech provides academic information and centralized advising services to all undergraduate students, clarifying degree… 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)
- …fintech, and lending space. This is a unique opportunity to join a centralized team that manages strategic partnerships across all Amazon businesses. You will be ... This includes creating deals which are unconventional in nature, need a centralized advocate, and have broader implications to Amazon. You will interact with… 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
- 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
- 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
- Deloitte (New York, NY)
- …+ 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