- JPMorgan Chase (New York, NY)
- …on a global team that is passionate about personalizing client and advisor -facing experiences, focusing on Wealth Management Personalization, to help both the client ... the opportunity to help people invest on their own or with an advisor , informed by industry-leading proprietary research and third-party market data, tools, and… more
- Citizens (Rochester, NY)
- …66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison between ... for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating all prospecting… more
- JPMorgan Chase (New York, NY)
- …enhance the investment platform, focusing on improving client outcomes and advisor experiences. The team collaborates extensively with various stakeholders and ... and other areas to enhance our expansive investment product offering and advisor toolset. Through the enhancements you curate, you will improve the day-to-day… more
- Foresters Financial Services (Westbury, NY)
- …financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as ... in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory… more
- Citigroup (New York, NY)
- …position responsible for serving as subject matter expert and key legal advisor to business stakeholders, functional partners, and the Legal Management Committee by ... role is not a manager. **Responsibilities:** + Serve as a partner and advisor on mergers, acquisitions, divestitures (including sell downs or spin offs), strategic… more
- Amazon (New York, NY)
- …cross-team decisions to help reduce costs, acting as the trusted finance advisor for the organization on complex, confidential projects, while maintaining a high ... If you are interested in risk management, compliance, and acting as a financial advisor to a organization stopping crime, this is the role for you. About the… more
- Anywhere Real Estate (New York, NY)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor :** Effective and regular use of CRM to update pipeline progress. ... growth teams to achieve and improve effectiveness. + **Sales Advisor :** Guide prospects through all phases of the sales...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- World Insurance Associates, LLC. (Buffalo, NY)
- …payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to ... be willing to become each client's trusted risk management advisor and bring the entire World platform to each...presentations. Forms of Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and… more
- JPMorgan Chase (New York, NY)
- …in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client ... a five-week immersive global training program. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as… more
- New York State Civil Service (New York, NY)
- …you require an accommodation.BASIC FUNCTION:Under the general direction of the Executive Advisor of the Division of Minority & Women's Business Development (MWBD), ... MWBE firms.. Manages group projects to timely completion and reports to Executive Advisor on progress or obstacles as well as provides appropriate solutions to… more