- Edward Jones (Nanuet, NY)
- **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...your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience … more
- Bank of America (Stratford, CT)
- Financial Solutions Advisor Registration Candidate - Consumer Investments - Stratford Financial Center Stratford, Connecticut **Job Description:** At Bank of ... individual who is passionate about helping clients reach their financial goals, join Bank of America's ** Advisor ...demanding environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry… more
- Citizens (New York, NY)
- …new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all ... of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within...achieve sales growth goals by delivering an exceptional virtual experience + Build book of business: Proactively seek ways… more
- Raymond James Financial, Inc. (Westport, CT)
- …Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an ... trained and skilled to effectively and efficiently perform the Financial Advisor role: * If hired as...in:** * Operating client relationship manager system and other required software applications to produce financial plans,… more
- Edward Jones (New York, NY)
- …+ Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, ... competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator...by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience … 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 ... to assist with team delivery of an exceptional client experience Required Qualifications: * B-Lingual Spanish ...Is experienced with outbound phone sales. Desired Qualifications: * Experience with financial information, spreadsheets and … more
- Bank of America (Melville, NY)
- …practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & ... Description:** If you have at least 5+ years of experience as a Financial Advisor ...65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established… more
- Morgan Stanley (New York, NY)
- …**Title:** *Vice President - Project Manager / Product Owner, Financial Advisor Platforms, Wealth Management Field Experience & Platforms* **Location:** *New ... to the platform team | Provide training support for Financial Advisor teams, Management, Local Field Trainers...the following characteristics: | BS/BA degree or equivalent work experience required . Advanced degrees a plus. |… more
- Adelphi University (Garden City, NY)
- Student Services Center Advisor ( Financial Aid, Registration, Student Accounts) Job Department/School One-Stop Student Services Center FT/PT/Temp Full time ... Location Garden City, NY Student Services Center Advisor ( Financial Aid, Registration, Student Accounts) One- Stop Student Services Center JOB SUMMARY: In… more
- JPMorgan Chase (New York, NY)
- …2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals… more
- CUNY (New York, NY)
- Financial Aid Advisor - Multiple Positions (Office of Financial Aid, Division of Student Affairs) **POSITION DETAILS** Hunter College is seeking Financial ... Aid. In addition to the CUNY Title Overview, the Financial Aid Advisor will be responsible for...and advancement as an institution. **QUALIFICATIONS** * Bachelor's degree required . * Flexible schedule during peak periods. Be available… more
- Citizens (White Plains, NY)
- …starting the role as a condition of employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. + ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- Bank of America (Westport, CT)
- Financial Solutions Advisor - Consumer Investments...products and services. * Has at least one year experience working in the financial service industry ... Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to...in a demanding environment. * At least three years' experience working in the financial service industry… more
- Bank of America (Commack, NY)
- Financial Solutions Advisor - Consumer Investments - Commack Financial Center Commack, New York **Job Description:** At Bank of America, we are guided by a ... common purpose to help make financial lives better through the power of every connection....Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to… more
- CUNY (New York, NY)
- …Bachelor's Degree required . **Preferred Qualifications:** * Two years of relevant experience in financial aid required . * Excellent written and ... Financial Aid Advisor (Two Vacancies) **POSITION...Knowledge of PeopleSoft/CUNYfirst information system in higher education. * Experience using external and internal systems such as COD,… more
- Amazon (New York, NY)
- …and Technologies, or similar accelerated computing technologies. - Bachelor's Degree Required . Preferred Qualifications - Startup background and experience at ... potential? Do you have the business savvy, executive presence, global enterprise financial services background, and technical sales skills necessary to help position… more
- Adelphi University (Garden City, NY)
- …Actively engage with One-Stop teams for continuous improvement of the student experience related to financial aid, billing, registration support services, and ... Associate Director - Advisor Team Job Department/School One-Stop Student Services Center...financial aid, regis trars or student account services) experience in a fast-paced customer-service oriented higher education environment.… more
- JPMorgan Chase (New York, NY)
- …in Business Administration, Finance, or a related field + At least 5 years of experience in financial services + Proven experience in a leadership role ... presentation software. **Preferred qualifications, capabilities, and skills** + Program management experience preferred Chase is a leading financial services… more
- Capital One (New York, NY)
- …or finance within financial services OR at least 7 years of experience working for a regulator overseeing broker dealers or investment advisers + FINRA licensed ... United States of America, New York, New York Compliance Advisor Senior Manager The Compliance Advisor Senior...working in compliance, legal, audit, operations or finance within financial services OR 8+ years of experience … more