- Bank of America (Stratford, CT)
- Financial Solutions Advisor Registration Candidate - Consumer Investments - Stratford Financial Center Stratford, Connecticut **Job Description:** At ... 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 (Stamford, CT)
- Merrill Financial Solutions Advisor - Southern CT Market Greenwich, Connecticut;New Canaan, Connecticut; Stamford, Connecticut **Job Description:** Merrill ... 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 (Westport, CT)
- Financial Solutions Advisor - Consumer Investments - Southern CT. Market Westport, Connecticut;Southbury, Connecticut; Yorktown Heights, New York; Old ... 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 (Commack, NY)
- Financial Solutions Advisor - Consumer Investments - Commack Financial Center Commack, New York **Job Description:** At Bank of America, we are guided by ... 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 (Great Neck, NY)
- …Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year + ... Credit Solutions Advisor - Great Neck Great...solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance,… more
- 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...our comprehensive training program? + Delivering personalized investment and financial solutions to your clients? + Taking… more
- JPMorgan Chase (Huntington, 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
- JPMorgan Chase (Hartsdale, 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 (Melville, 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 New York, New York;Melville, New York **Job...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Citigroup (Huntington, 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 (Greenwich, CT)
- …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
- Deloitte (Stamford, CT)
- …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 (Stamford, CT)
- …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)
- …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
- Citigroup (Cos Cob, CT)
- …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
- Wells Fargo (New York, NY)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Support a Financial Advisor (s) and through extensive interaction with prospects, ... work experience, training, military experience, education + US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63… more
- Tekscape (New York, NY)
- …providers, Tekscape excels at supporting companies globally with information technology solutions . We work in a collaborative environment that fosters and rewards ... This role demands a comprehensive approach to sales, blending modern cloud-based solutions with traditional hardware sales, while also leading the financial … more
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of...The Strategic Events Manager will act as a strategic advisor to our internal business partners and senior leaders… more
- JPMorgan Chase (New York, NY)
- …to innovate and improve the status quo JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... operate in the following capacity: + As a trusted advisor to the business in all aspects of the...all aspects of the business; strategy, controls, people and financial performance + Key point of contact for front… more
- Bank of America (Stamford, CT)
- …Products, Portfolio Construction, the Chief Investment Office, Financial Advisor Activities, Banking Product Sales, Licensed Supervision, Registration & ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run… more