- JPMorgan Chase (New York, NY)
- Unlock your potential as a Client Associate at JP Morgan Advisors , where you'll be at the heart of delivering exceptional wealth management services to ultra-high ... advantage of a unique opportunity to work closely with Financial Advisors , providing personalized solutions and building lasting relationships. With a commitment… more
- Mastercard (Harrison, NY)
- …their greatest potential._ **Title and Summary** Associate Managing Consultant, Advisors & Consulting Services, Program Management Services within Mastercard is ... services and leverage expertise, data-driven insights, and execution. Our Advisors & Consulting Services team combines traditional management consulting with… more
- Mizuho Corporate Bank (New York, NY)
- …handling of client data + KYC Onboarding background, specific experience in Investment Advisors & Funds a plus + Understanding of FINCEN requirements + Experience ... working with Fenergo onboarding platform + Knowledge of Dodd-Frank, Margin, 2021 SBS Top Up & Self Disclosure Letter Protocols + Prior experience onboarding asset managers and large funds + Minimum of 5 years' experience The expected base salary ranges from… more
- JPMorgan Chase (New York, NY)
- …with the Financial Advisor(s) and is the primary point of contact for advisors and their high-net-worth clients. The ideal candidate has a strong understanding of ... the Financial Advisor role and the ability to build strong relationships with clients helping them and their families achieve the financial goals and objectives. **Responsibilities:** + Act as the primary point of contact for assigned client relationships,… more
- Edward Jones (New York, NY)
- …as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, ... branch team, a home-office team and other regional financial advisors . You'll benefit from the experience that comes from...investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of… more
- Equitable (New York, NY)
- …) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable Advisors **Schedule** : Full-time **Description** **Equitable Advisors ** is ... that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to… more
- Edward Jones (Syracuse, NY)
- …practice, supported by branch associates, a home-office team and other regional financial advisors . You'll benefit from the experience that comes from over 100 years ... investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and...AD&D coverage are provided at no cost to financial advisors . Edward Jones offers a 401k retirement plan, and… more
- Equitable (Melville, NY)
- …PIN\_30082 ) **Primary Location** : UNITED STATES-NY-Melville **Organization** : Equitable Advisors **Description** **Join Equitable Advisors : A Pathway to ... difference in people's lives while carving out your unique career path? At Equitable Advisors , a leader in the wealth management industry, we embrace the power of… more
- Catholic Health Services (Melville, NY)
- …Works with system Care Management (CM) leadership and Catholic Health Physician Advisors (as needed) to understand and standardize the implementation of CM processes ... payor regulatory and contract requirements, and ensures facility and system Physician Advisors maintain this knowledge as well. Works with Catholic Health Physician … more
- JPMorgan Chase (New York, NY)
- …as an Advisor Engagement Manager to lead the practice management strategy for advisors working with workplace participants. You'll play a key role in enabling the ... advisors to convert those participants into wealth management clients....of training and practice management initiatives for Workplace Solutions advisors . You will work closely with advisors … more