- JPMorgan Chase (New York, NY)
- …goals and is comprised of the Chase wealth management business, JP Morgan Advisors , Personal Advisors and Self-Directed - our digital investing platform. The ... has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices. As...acting as the primary point of contact for Financial Advisors , Clients, and Market Leadership who rely on your… 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
- 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
- Bank of America (White Plains, 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
- Bank of America (New York, NY)
- …Join us! **Job Description:** The UHNW Advisory Strategist will support Financial Advisors in the business development of UHNW prospects and clients by partnering ... with Financial Advisors to deliver customized portfolio construction expertise and facilitate...beyond. **Responsibilities:** + Develop relationships with UHNW focused Financial Advisors in assigned territory to educate on team's capabilities… 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
- 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
- Raymond James Financial, Inc. (Locust Valley, NY)
- …appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing ... for a subset of existing clients, at discretion of lead Financial Advisors . * Prepares presentations, portfolio/equity analyses, and proposals for High Net Worth… more
- JPMorgan Chase (New York, NY)
- …Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors , enhancing and maintaining our products, while providing them with best in ... industry platforms, solutions, and advice. The team engages and supports Advisors to provide product education and guidance, connecting the value proposition of our… more
- JPMorgan Chase (Brooklyn, NY)
- …service, operational marketing, and administrative support to our Private Client Advisors . Your role will encompass the efficient management of operational requests ... precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and… more