- Kestra Financial (Wappingers Falls, NY)
- The Associate /Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This ... critical in handling the day-to-day client management on behalf of the Lead Advisor . This is a full-time, in-person position, and the selected candidate is expected… more
- Bank of America (Pittsford, NY)
- Advisor Development Program Client Associate Pittsford, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pittsford/ Advisor -Development-Program-Client- Associate \_26000664) **Job Description:** ** Advisor Development… more
- Edward Jones (Greenwich, NY)
- …of applicants. **If you're looking for a challenging and rewarding career** , the Associate Financial Advisor role at Edward Jones may be the right opportunity ... Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively...the lives of our clients. **We'll give you the support you need.** **Our team will be there every… more
- JPMorgan Chase (New York, NY)
- The Investment Associate is an integral member of the Financial Advisor 's team. An Investment Associate works in close partnership with the Financial ... in conjunction with or by direction of the Financial Advisor + Market and implement complex investment solutions in...Morgan Wealth Management products and services + Provides investment support across a diverse suite of products and applications… more
- JPMorgan Chase (New York, NY)
- …a full suite of solutions for every client. The Practice Management and Advisor Development team is responsible for delivering subject matter expertise on all ... tools and technology to improve client experience. The Practice Management and Advisor Development team supports both leaders and advisors in the branch and… 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 ... funds, ETFs, and separately managed accounts in partnership with an External Client Advisor . This role provides an opportunity to demonstrate your passion for the… more
- JPMorgan Chase (New York, NY)
- …Responsibilities** In this role, TPC is looking for someone to work as a Senior Associate and serve as a Philanthropy Advisor for the International Private Bank ... in LATAM. Additionally, this role will help support and counsel ultra-high-net-worth clients with philanthropic intent who are looking to increase impact,… more
- JPMorgan Chase (New York, NY)
- …investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked with delivering ... exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of… more
- H&R Block (New York, NY)
- …work, and play, our door is always open. A Typical Day Joining us as an Associate Team Leader, you'll support a single retail office during tax season to ... History of delivering outstanding customer experiences What you'll bring to the team + Support the Multi-Unit Team Leader, serving as onsite point of contact for tax… more
- City of New York (New York, NY)
- …role in supporting the efficient and effective operation of the divisions overseen by the Associate Commissioner. The Senior Advisor will act as a key advisor ... goals as well as smooth, effective, and efficient operations. In addition, the Senior Advisor will provide strategic support with respect to the coordination of… more