- 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 . Essential Duties and Responsibilities + Supports Lead Advisor including… more
- KeyBank (Pearl River, NY)
- …93 N Middletown Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a ... Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects...a complete understanding of Key Investment Services solutions to support cross- selling opportunities and learn the core bank… more
- KeyBank (Mahopac, NY)
- **Location:** 981 Route 6 - Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a ... with all partners. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product… 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
- SAP (New York, NY)
- …for the functional and technical knowledge within the sales cycle. A Solution Advisor provides deal support by participating in discovery sessions, executive ... understand SAP's unique value proposition. In addition to deal support , the Solution Advisor participates in marketing events to generate demand, leads Design… 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)
- …invested, staying invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist financial advisors in ... broader capital markets by providing timely solutions. In collaboration with a Client Advisor , you will aim to meet the objectives for your territory through… more
- JPMorgan Chase (New York, NY)
- …compliance teams, and shared services within the marketing organization. As a Marketing Associate on the US Advisor Channel Marketing team within Asset ... targeted at financial advisors. You will report to the Head of US Advisor Marketing and collaborate with cross-functional teams to drive engagement and business… more
- JPMorgan Chase (New York, NY)
- …solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, operational ... marketing and administrative support to Private Client Advisors within Wealth Management. **Job...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… 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