- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer skills (Outlook, Word,… 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 ... *POSITION SUMMARY:* The Portfolio Management (PM) Associate Director is a vital part of the...and sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor… more
- Morgan Stanley (Purchase, NY)
- …important part of our culture. * * * * *About the Team:* * * The Financial Advisor Associate (FAA) Talent Management group drives the overall field strategy ... relative to the sourcing and professional development of new Financial Advisor Associates for Morgan Stanley Wealth Management. The FAA Training Program… more
- JPMorgan Chase (New York, NY)
- …invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be responsible ... helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of … more
- Morgan Stanley (Purchase, NY)
- …FAs that have the highest probability of transitioning their existing business. Financial Advisor recruiting requires analytical skills throughout the due ... opportunity to leverage and grow your sales and negotiating skills. National Advisor Recruiting Associate will assist in responsibilities associated with… 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...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… 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...finance and accounting, reporting and consolidation, planning, budgeting, and financial analytics. + SAP Digital Supply Chain (DSC) -… more
- Edward Jones (New York, NY)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered… more
- JPMorgan Chase (New York, NY)
- …and in the implementation of new accounting standards and policies. As a Policy Advisor - Sr. Associate within our Corporate Accounting Policies team, you will ... account for transactions in one or more of the following areas: financial instruments, consolidation, business combinations, goodwill and other intangible assets, or… more
- H&R Block (New York, NY)
- **517357BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and...service needs. We assist our clients in reaching their financial goals year-round. **Job ID:** 517357BR **City:** New York… more
- H&R Block (New York, NY)
- **524504BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... that will grow stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and business services needs… more
- CUNY (New York, NY)
- Academic/Career Advisor , CUNY Inclusive Economy Initiative **POSITION DETAILS** The Office of Careers & Industry Partnerships (OCIP) and the City University of New ... of Professional Studies (CUNY SPS) seeks an Academic Career Advisor to create career pathways and expand employment opportunities...wish to finish a bachelor's degree, progress from an associate 's degree, earn a master's degree or certificate in… more
- CUNY (New York, NY)
- Student Success Advisor - Technology Programs (HEOa) **POSITION DETAILS** In January 2023, NYC Mayor Eric Adams announced in his "State of the City" address a new ... personal success and persistence from recruitment through graduation. Reporting to the Associate Director of Advising & Transfer Support, the Student Success … more
- JPMorgan Chase (Greenwich, CT)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- JPMorgan Chase (New York, NY)
- …reviews on a regular basis in conjunction with or by direction of the Financial Advisor + Market and implement complex investment solutions in accordance with ... solutions tailored to clients' specific needs. As an Investment Associate in JP Morgan Advisors, you will work in...marketing strategy and builds presentations on behalf of the Financial Advisor (s) + Ad Hoc service requests… more
- Foresters Financial Services (Westbury, NY)
- …financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as ... broker-dealers encompassing, among others, Cetera Advisors (https://www.ceteraadvisornetworks.com/welcome) , Cetera Advisor Networks (https://www.ceteraadvisornetworks.com/welcome) , Cetera Financial Institutions,… more
- Wells Fargo (Purchase, NY)
- …lines of business at wellsfargojobs.com . **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such as ... this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
- Morgan Stanley (New York, NY)
- Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management ... is responsible for providing specialized expertise, platforms and experiences to UHNW Financial Advisors and their Clients/Prospects across a broad range of family… more
- Morgan Stanley (Purchase, NY)
- …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a… more
- Morgan Stanley (New York, NY)
- …Openings* *Company Profile* About us: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment ... and grow. *Department Profile:* The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the… more