- 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
- 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
- Edward Jones (Staten Island, 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...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… 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
- CUNY (New York, NY)
- … Aid Advisor (Two Vacancies) **POSITION DETAILS** Reporting to a Financial Aid Associate or designee, the successful candidates will be responsible ... be limited to the following: * Ensure that all processing related to students' financial aid is completed accurately, timely and in compliance with federal and state… more
- CUNY (Brooklyn, NY)
- Academic ASAP Student Advisor (HEOa) (Multiple Positions)- 400030 **POSITION DETAILS** The Academic ASAP Student Advisor reports to the Director of ASAP or ... earn their college degree as quickly as possible, by removing the financial , academic, and personal obstacles that many students confront. Key ASAP|ACE program… more
- M&T Bank (New York, NY)
- …of training throughout the one-year assignment to learn banking, basic financial skills, technical skills, and leadership/interpersonal skills. Develop a solid ... understanding of banking functions, processes, and operations. + Group Projects - Participate in two group project assignments, working with a team of their peers to build relationships within their teams as well as with project sponsors, internal and external… more
- CUNY (New York, NY)
- …support services, scholarships, MTA OMNY cards, and textbook support. Reporting to the Associate Director, the academic advisor is responsible for the retention ... ASAP Student Advisor (Day and Evening-Weekend Advisors) **POSITION DETAILS** The...artistic communities of Tribeca and SoHo, the dynamic downtown financial district, and the center of New York City… more
- CUNY (Brooklyn, NY)
- Onboarding Academic Advisor (aHEO) - STAR Center **POSITION DETAILS** New York City College of Technology (City Tech) of the City University of New York (CUNY) is a ... comprehensive college in downtown Brooklyn offering associate and baccalaureate degrees in technology and health related...City Tech welcomes applications for the position of Onboarding Advisor to join our team. The STAR Center is… more
- Bank of America (Brooklyn, NY)
- …Associate , Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America ... Credit Solutions Advisor - 76 Court BROOKLYN, New York **Job...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- HRPivot (Brooklyn, NY)
- …achieve their personal and professional goals. Essential Job Duties: The Enrollment Advisor will schedule virtual meetings with prospective students to discuss their ... the programs and services offered by the institution. During these meetings, the advisor will also assess the student's suitability for the program and provide… more
- H&R Block (New York, NY)
- **524593BR** **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
- CAMBA (Brooklyn, NY)
- …access, financial literacy, and English language services. Position: Career Advisor Reports To: Program Manager Location: 955 Flatbush Ave, 4th floor Brooklyn ... NY 11226 What The Career Advisor Does: + Assist clients to identify and achieve...+ Actively seek documentation for retentions, education upgrades and financial counseling as proof client's outcomes for monthly reporting.… more
- City of New York (New York, NY)
- …and do not develop disease. Position Summary: The Supervising Public Health Advisor will oversee the work of Public Health Advisors, conduct supplemental case ... per a 2024 assessment. o additional health, fitness, and financial benefits may be available based on the position's...have been in a supervisory capacity; or 2. An associate degree from an accredited college or university, including… more
- Ankura (New York, NY)
- …provides you with an opportunity to continue to grow your career as a trusted advisor to the most important Financial Services companies in the world. You will ... Overview and Objectives: Join a team focused on solving the Financial Services industry's toughest challenges across operations, risk, compliance, technology and… more
- Morgan Stanley (New York, NY)
- …Management assets, performance tracking, etc.) * Identifies business opportunities * Supports Financial Advisor / Private Wealth Advisor practice management ... *POSITION SUMMARY* The Business Development Associate participates in the team's overall business development...the Complex Business Development Manager * Partners with the Financial Advisor / Private Wealth Advisor… more
- Morgan Stanley (New York, NY)
- …Wealth Management Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams ... their focus will be on delivering an exceptional client experience. In supporting Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams, this… more
- JPMorgan Chase (New York, NY)
- …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