- Neuberger Berman (New York, NY)
- …and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, ... for existing and prospective clients, some traveling to see clients and advisors and ad-hoc administrative and project work. **Primary Responsibilities:** + Support… more
- Wells Fargo (Syracuse, NY)
- …Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors . Learn more about our career areas and lines of business at wellsfargojobs.com ... . **In this role, you will:** + Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and… more
- JPMorgan Chase (New York, NY)
- …will focus on the execution of our goals-based planning digital experience for advisors and clients within the US Private Bank. This role requires a proactive ... our clients. The Associate will partner closely with Wealth Strategists, Wealth Advisors , Private Advisory Leadership, front office advisors , Technology, and… more
- Bank of America (Staten Island, 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 ... a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This...develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill… more
- JPMorgan Chase (Lake Grove, NY)
- …client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors ... as account opening, money movement and investment trades + Aid the Advisors by building and maintaining client relationships through processing requests, resolving… more
- CUNY (Bronx, NY)
- …at Lehman College serves as a resource to ACE students and their student advisors with regard to the development of professional skills and competencies, as well as ... partners, faculty, and college administrators. In collaboration with their student advisors , CS monitors student progress toward developing critical career readiness… 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 ... managing the annual planning and budget process. + Partner with Lending Advisors on origination activity, working closely with Market Executives and Private Bankers… more
- JPMorgan Chase (New York, NY)
- …part of the booking lifecycle to ensure accuracy and completeness. + Assist advisors in organizing client travel expenses and provide necessary information to meet ... professional and concise for hotels and suppliers, and communicate effectively with advisors without excessive emails. + Fully understand tasks, ask questions for… more
- University of Rochester (Rochester, NY)
- …a centralized academic advising office staffed by a team of dedicated professional advisors whose work is designed to support the academic success of undergraduate ... position is approximately 40% college advising and 60% program administration. College Advisors are responsible for an assigned caseload of advisees over a four-year… more
- T. Rowe Price (New York, NY)
- …range of equity, fixed income, and multi-asset capabilities to individuals, advisors , institutions, and retirement plan sponsors. We take an active, independent ... with external sales professionals to develop territories and manage relationships with Financial Advisors . You will prospect, sell, and retain advisors through a… more