- HSBC (Miami, FL)
- Investment Counselor Analyst Brand: HSBC Area of Interest: Private Banking Location: Miami, FL, US, 33131 Work style: Hybrid Worker Date: 13 Jan 2026 In ... people, our investors, our communities, and the planet we all share. As our Investment Counselor Analyst , you wil: + Partner with Investment Counselors… more
- Citigroup (New York, NY)
- …this role will be responsible for helping to educate Citi Wealth's global banker, investment counselor and financial advisor base on existing and newly launched ... The Research Analyst will be a member of the Global...client base. The position will focus on evergreen (semi-liquid) investment strategies including tender offer funds, interval funds, non-traded/private… more
- Truist (Smyrna, TN)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- …required. + Master of Business Administration or higher education, Chartered Financial Analyst , Certified Financial Planner, Chartered Mutual Fund Counselor or ... to develop individually tailored financial plans comprised of personalized investment products and services. In this role, you will...their assets. + Meet with clients to develop an investment and risk profile requisite for sales of non-bank… more
