- 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
- Wells Fargo (Purchase, NY)
- …Complex Director in Wealth and Investment Management as part of Wells Fargo Advisors . Learn more about our career areas and lines of business at wellsfargojobs.com ... will lead branch(es) within a market of Wells Fargo Advisors . This role is responsible for building an environment...by coaching and providing programs for our existing Financial Advisors focused on new client acquisition; deepening the existing… more
- Citigroup (New York, NY)
- …individuals, families, and business owners. This role collaborates closely with financial advisors and their clients to provide education on diverse wealth planning ... aspect is also to provide comprehensive education and training to financial advisors . The successful candidate will demonstrate deep expertise in cash flow analysis,… more
- JPMorgan Chase (New York, NY)
- …work with a global team of Fixed Income Specialists who advise clients and advisors on positioning fixed income managed strategies in the context of market and ... fixed income expert servicing Latin American and Global Families Group (GFG) advisors and clients across all Core, Advisory, Separately Managed Accounts (SMAs),… more
- Raymond James Financial, Inc. (New York, NY)
- …affiliations with advisor and/or financial planning professionals/organizations to recruit advisors and/or their practices to various Raymond James Financial ... is required to establish and maintain relationships that lead to recruiting new advisors . Acts in a professional sales and marketing capacity to help meet firm… more
- Rochester Institute of Technology (Rochester, NY)
- …Dean's Office **Job Responsibilities:** Leadership & Supervision Lead and supervise advisors , provide feedback, and assist with professional development and growth ... with department chairs + Direct supervision of the following positions: 7 Academic Advisors + 1 Assistant Director of Student Engagement + 1 Part-time Assistant… more
- City National Bank (New York, NY)
- …be a key contributor to developing new relationships with Independent Financial Advisors by articulating how CNR's unique value proposition benefits both Advisors ... and their clients. Your responsibilities will include prospecting new advisors through outbound calling and email campaigns with the goal of qualifying the advisor… more
- Trinity Health (Albany, NY)
- …each foundation Executive Director and all work being done with professional advisors . This individual is responsible for tracking and managing information and ... conversations and contacts with donors, volunteers, board members, financial advisors , etc. **Essential Duties and Responsibilities include the following:**… more
- Bank of America (New York, NY)
- …and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... objectives and contributes to the Market's profitability by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial… more
- Citigroup (New York, NY)
- …net worth and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Lending Advisors act as trusted advisors to many of ... as part of their wider Citi relationship. Our Lending Advisors partner with Citi Private Bankers to advise clients...to provide seamless coverage to our Global clients. Lending Advisors provide advice across a variety of asset classes… more