- Edward Jones (Stamford, CT)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- TD Bank (Huntington, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable ... draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage… more
- Bank of America (Westport, CT)
- Financial Solutions Advisor Registration Candidate - Southern CT Market Westport, Connecticut;Southbury, Connecticut; Cheshire, Connecticut; Fairfield, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Westport/ Financial -Solutions- Advisor -Registration-Candidate Southern-CT-Market\_25041800-1) **Job Description:** At Bank of… more
- Bank of America (New Haven, CT)
- Financial Solutions Advisor Registration Candidate - New Haven Green Market New Haven, Connecticut **To proceed with your application, you must be at least 18 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-Haven/ Financial -Solutions- Advisor -Registration-Candidate New-Haven-Green-Market\_25046405-2) **Job Description:** At Bank of… more
- Stony Brook University (Stony Brook, NY)
- Senior Financial Aid Advisor **Required Qualifications (as evidenced by an attached resume):** Master's degree (foreign equivalent or higher). In lieu of a ... **Brief Description of Duties:** We are seeking a dedicated and knowledgeable Senior Financial Aid Advisor to join our team. The Senior Advisor will play a… more
- Bank of America (Westport, CT)
- Financial Solutions Advisor - Southern CT. Market Westport, Connecticut;Norwalk, Connecticut; Southbury, Connecticut; Cheshire, Connecticut **To proceed with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Westport/ Financial -Solutions- Advisor Southern-CT-Market\_25033157) **Job Description:** At Bank of… more
- Bank of America (Katonah, NY)
- Financial Solutions Advisor - Albany/Hudson Valley Market Katonah, New York;Newburgh, New York; Latham, New York; Mount Kisco, New York; Yorktown Heights, New ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Katonah/ Financial -Solutions- Advisor Albany-Hudson-Valley-Market\_25048779-2) **Job Description:** At Bank of… more
- M&T Bank (Bridgeport, CT)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of ... primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based… more
- JPMorgan Chase (Stamford, CT)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Edward Jones (Oxford, CT)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- SUNY Westchester Community College (Valhalla, NY)
- …or related area. At least one year's prior experience working as a financial aid counselor or advisor preferred. Experience using PeopleSoft is desirable. ... Under the general supervision of the Director of Student Financial Assistance, the P/T Adjunct Financial Aid Counselor will be responsible for financial … more
- Bank of America (Stamford, CT)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Wells Fargo (Danbury, CT)
- …. **In this role, you will:** + Assist Profit Formula (PF) Financial Advisor (s) with sales, service and operational related activities ... clients via telephone, direct interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account related information… more
- KeyBank (Mahopac, NY)
- …by working the book of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow year-over-year ... New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- KeyBank (Fairfield, CT)
- …**Job Summary** The Business Banking Small Business RM Serves as the relationship manager and financial advisor to clients with revenue sized at the lower end of ... and moderate risk profile. **Essential Functions** + Acts as the primary financial advisor and business partner to clients, serving as the main contact for… more
- M&T Bank (Bridgeport, CT)
- …processing paperwork sent to the home office. + Enter trades accepted by the Financial Advisor on the appropriate system. + Maintain regular sales reporting to ... specific brochures or prospectuses when requested by the client or Financial Advisor . + Accept orders for securities transactions directly from clients. +… more
- Edgewell Personal Care (Shelton, CT)
- …relationship with the finance function **Key Responsibilities** + Serve as the principal financial advisor to the Global Supply Chain, Operations, and Innovation ... Chain & Innovation is a strategic leader responsible for driving financial excellence across global supply chain, manufacturing, operations, and innovation/R&D… more
- Citigroup (Huntington, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +...excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more