- Bank of America (Lawrence, NY)
- Financial Solutions Advisor Registration Candidate - Consumer Investments - Lawrence - Cedarhurst Financial Center Lawrence, New York **Job ... your role and throughout your career journey. As a ** Financial Solutions Advisor Stage I...career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all… more
- Bank of America (Brooklyn, NY)
- Advisor Development Program - Financial Solutions Advisor Trainee: Church Avenue and Ocean Avenue Financial Center Brooklyn, New York **Job ... Description:** As an Advisor Development Program Financial Solutions Advisor Stage I...career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all… more
- Bank of America (New York, NY)
- Merrill Financial Solutions Advisor - Park Ave Market New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help ... the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all...Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will… more
- Bank of America (New York, NY)
- Financial Solutions Advisor - Consumer Investments - Manhattan and Brooklyn Markets New York, New York;Brooklyn, New York; New York, New York; New York, New ... and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business… more
- Bank of America (New York, NY)
- Merrill Team Financial Advisor New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... that is culture driven, resilient, results focused and effective. **Merrill Team Financial Advisor Business Development Program** **The Merrill Wealth Management… 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 ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...our comprehensive training program? + Delivering personalized investment and financial solutions to your clients? + Taking… more
- JPMorgan Chase (New York, NY)
- …everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive ... our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional...to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a… more
- Bank of America (Forest Hills, NY)
- …of the client * Ability to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be a skilled ... Private Client Advisor II Forest Hills, New York **Job Description:**...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- JPMorgan Chase (Bronx, NY)
- …everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive ... **Summary** As a Community Home Lending Advisor within our dynamic team, you will leverage...to specialists who can assist them with their unique financial requirements. Your role will involve supporting existing clients… more
- Citigroup (Queens, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and...center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth… more
- Truist (New York, NY)
- …community in order to provide confident and comprehensive wealth management advice and solutions . Utilize objective and sound personal financial planning and ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to… more
- Citigroup (Greenburgh, NY)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills +...investment advice to clients through a select number of solutions using firm models & research. + Master referral… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... If you have a passion for improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work You'll… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
- Bank of America (New York, NY)
- …must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support * SAFE ACT Registration * Individuals in this role ... MANAGEMENT ONLY. The Private Wealth Relationship Manager supports the Financial Advisor team to further develop and...service model. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all… more
- Bank of America (New York, NY)
- …obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration ; ADV-2B Required + Obtain and/or ... **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop...and acquisition. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all… more
- Bank of America (New York, NY)
- …obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE Act Registration ; ADV-2B Required + Obtain and/or ... and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions . This… more
- JPMorgan Chase (Bayside, NY)
- …everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive ... our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional...to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a… more
- Citigroup (Queens, NY)
- …banking, credit and investment needs and goals in order to provide holistic financial solutions . + Provide regular value-added engagement with clients- High ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- TD Bank (Melville, NY)
- …Series 63 & 65 or Series 66 or ability to obtain within licensing & registration timeline + Certified Financial Planner (CFP) or Certified Financial Analyst ... clients such as corporations, NFP entities, and government entities with investment solutions from TD Wealth. The Institutional Relationship Manager II serves as the… more