- 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
- HSBC (New York, NY)
- …customers, our people, our investors, our communities and the planet we all share. The Senior Credit Advisor will be the go-to expert on all credit and ... Banking relationship managers and business heads. As our Senior Credit Advisor you will be: + Responsible...concepts and researching information in real-time to provide creative solutions + Risk and portfolio management with credit… more
- Bank of America (New York, NY)
- Business Solutions Advisor - Third Avenue and 42nd Street Financial Center - Bilingual Spanish Required New York, New York **Job Description:** At Bank of ... deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job… 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
- Citizens (New York, 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
- Edward Jones (Staten Island, 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
- 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
- CIBC (New Brunswick, NJ)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a Business Banking Advisor you will join our Business Client Advice Centre (BCAC) ... day-to-day business needs by ensuring cash management and simple credit needs are met and redirect or make a...first.** You engage with purpose to find the right solutions . You go the extra mile, because it's the… more
- Edward Jones (New York, 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
- 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
- JPMorgan Chase (New York, 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
- 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
- JPMorgan Chase (Hoboken, NJ)
- **Job Summary** 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 join a...contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other… more
- TD Bank (Bergenfield, NJ)
- …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 ... who will be providing financial planning guidance & selling investment management solutions . A Transitional FA will need to leverage their experience to service… more
- Citigroup (Rutherford, NJ)
- …The Credit Risk Technology Team is responsible for delivering Counterparty Credit Risk Management software solutions . These tools allow sales, traders, ... of software engineers, business analysts, dev-ops and support staff to deliver software solutions for the business. * Lead the adoption of new technologies where… more
- Capital One (New York, NY)
- …(22957), United States of America, New York, New York Vice President, Capital Solutions Capital Markets offers clients a full range of strategic and tailored ... Markets, Loan Syndications, Structured Products, Mergers and Acquisitions, Derivatives, Tax Credit Finance, and Equity Sales, Research, and Trading. Capital … more
- TD Bank (New York, NY)
- …acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is ... a focus on growing the portfolio by providing financial solutions and developing new business from both existing and...existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment,… more
- Morgan Stanley (New York, NY)
- …on client goals. The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for ... sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor * Critically...Leads research meetings * Identifies swap opportunities * Conducts credit research and develops valuation models *Client Support:* *… more
- Morgan Stanley (New York, NY)
- …units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a ... result of credit , market, liquidity, operational, model and other risks. Our...consistent principles and disciplines for risk management - Strategic advisor to Firm management for setting risk appetite and… more
- Citizens (Woodside, NY)
- …of Citizens solutions across banking, lending, and partner with the Advisor for investments to help clients reach their financial goals + Introduce appropriate ... tailored advice, personalized experiences, and innovative ideas, products, and solutions , are central to helping clients navigate changing circumstances. In… more