- Notified (New York, NY)
- …account buyers* Establish reputation with assigned prospects as a trusted advisor with industry knowledge and the prospects solution needs* Proactively identify ... potential needs of prospects, recommending best-fit solutions with a clear value proposition for the account* Develop and maintain up-to-date expert understanding of Notified solutions and general understanding of relevant competitor solutions* Research and… more
- Creative Financial Staffing (New York, NY)
- …and maintain strong relationships with clients, acting as a trusted advisor and proactively identifying additional service opportunities. Collaborate with other ... departments and professionals within our client's firm to provide integrated and holistic solutions to clients' tax and business needs. Assist in the training and mentoring of junior tax professionals, fostering their professional growth and development. Stay… more
- MultiPlan (New York, NY)
- …for executing and maturing the program. JOB RESPONSIBILITIES:1. Serve as a trusted advisor and subject matter expert, providing IT risk management services to IT ... team members and business/risk owners.2. Collaborate with other members of the risk management team to develop standards and processes that serve to protect the confidentiality, integrity, and availability of MultiPlan data.3. Assist in the preparation of… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- Job Description:RoleFidelity Internal Information Senior Compliance Advisor , FDAS Compliance The Role As a member of the Fidelity Digital Asset Services, LLC ... (\u201CFDAS\u201D) Compliance team, you will serve as an informed and trusted business partner, who promotes a culture of ethical conduct and commitment to compliance, regulatory and legal obligations. In this role on the Regulatory Compliance Team, you will… more
- Fidelity TalentSource LLC (Paramus, NJ)
- …providing investment solutions and growing relationships with a dedicated local advisor . The Expertise We re Looking ForEffectively utilizing Fidelity s guidance ... tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client s time, as… more
- Bank of America (Jericho, NY)
- Merrill Team Financial Advisor White Plains, New York;Jericho, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... driven, resilient, results focused and effective. **Merrill Team Financial Advisor Business Development Program** **The Merrill Wealth Management Team Financial… more
- Bank of America (Lawrence, NY)
- Financial Solutions Advisor Registration Candidate - Consumer Investments - Lawrence - Cedarhurst Financial Center Lawrence, New York **Job Description:** This job ... about helping clients reach their financial goals, join Bank of America's ** Advisor Development Program** and become an investment specialist in one of over… more
- JPMorgan Chase (New York, NY)
- …a full suite of solutions for every client. The Practice Management and Advisor Development team is responsible for delivering subject matter expertise on all ... technology to improve client experience. The Practice Management and Advisor Development team supports both leaders and advisors in...branch, in the field & HNW space, and centralized advisor centers. This is a highly visible team with… more
- Bank of America (Staten Island, NY)
- Advisor Development Program - Financial Solutions Advisor Trainee: 2196 Forest Ave Financial Center Staten Island, New York **Job Description:** As an Advisor ... be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships...have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the… more
- Bank of America (New York, NY)
- Merrill Financial Solutions Advisor - SD Financial Center New York, New York;Brooklyn, New York; Staten Island, New York **Job Description:** Merrill Wealth ... and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant...ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to… more
- Capital One (New York, NY)
- …Park Avenue (22957), United States of America, New York, New York Compliance Advisor Senior Manager The Compliance Advisor Senior Manager will report directly ... TripleTree, LLC. (collectively "Commercial Broker Dealers" or "CBDs"). The Compliance Advisor Senior Manager will work independently from the CBD Chief Compliance… more
- Edward Jones (Greenwich, CT)
- …**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...and licensed and learn how to be a financial advisor with the industry's top training program1. + Salary… more
- Edward Jones (Westfield, NJ)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... an impact to change lives. You and your financial advisor will complement each other to create capacity and...a challenging and rewarding career** , the Associate Financial Advisor role at Edward Jones may be the right… more
- SAP (New York, NY)
- …specifically for candidates early in their careers.** **Who youll become** A Solution Advisor works with our customers and prospects to help them solve business ... As a part of the sales team, a Solution Advisor is the subject matter expert responsible for the...and technical knowledge within the sales cycle. A Solution Advisor provides deal support by participating in discovery sessions,… more
- City of New York (New York, NY)
- …Officer, with wide latitude for independent judgment and decision-making, the Senior Advisor to the Chief Program Officer and Director of Strategic Initiatives ... Fares NYC, CBIC, Office of Burial Services, and pre-release programs). The Senior Advisor and Director of Strategic Initiatives, on behalf of the Chief Program… more
- CUNY (New York, NY)
- Academic Advisor - Student Academic Success HUB **POSITION DETAILS** The City College Of New York is soliciting applications for an Academic Advisor who will be ... Director of the Student Academic Success HUB. the Academic Advisor is responsible for supporting the success of all...one of the college's professional schools. In addition, the advisor will assess student needs, goals, interests, and prior… more
- Research Foundation CUNY (New York, NY)
- Job Title: Transfer Advisor PVN ID: CC-2408-006391 Category: Instruction and Social Service Location: The CITY COLLEGE of NEW YORK Job Description General ... Description The Transfer Advisor will report to the Vice President of Student...college transfer students through the 1847 Academy. The transfer advisor will collaborate with Community College Transfer Advisors, perform… 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...one of the STAR Center's primary roles. The Onboarding Advisor is responsible for coordinating onboarding activities for new… more
- CUNY (Brooklyn, NY)
- Financial Aid Advisor (2 positions) **POSITION DETAILS** Brooklyn College is currently accepting applications for the position of Financial Aid Advisor in the ... Office of Financial Aid. The Financial Aid Advisor plays a crucial role in advising prospective students...required. Every student is assigned to the Financial Aid Advisor . This ensures that each student receives personalized guidance… more
- CUNY (Brooklyn, NY)
- ASAP|ACE Academic Advisor (HEOa) **POSITION DETAILS** New York City College of Technology (City Tech) of the City University of New York (CUNY) is a comprehensive ... world. The college's ASAP|ACE program invites applications for an ASAP|ACE Academic Advisor . Reporting to the ASAP|ACE Associate Director of Advisement, the academic… more
