- JPMorgan Chase (New York, NY)
- …financial goals and is comprised of Chase Wealth Management (CWM), JP Morgan Advisors (JPMA), JP Morgan Personal Advisors (our remote advice channel), and ... The combined business has ~$600 billion in Assets Under Management and over 5,000 advisors located across 3,500 branches and 20 offices. As an Analyst within the… more
- JPMorgan Chase (New York, NY)
- …financial goals and is comprised of Chase Wealth Management (CWM), JP Morgan Advisors (JPMA), JP Morgan Personal Advisors (our remote advice channel), and ... The combined business has ~$600 billion in Assets Under Management and over 5,000 advisors located across 3,500 branches and 20 offices. As a Vice President in… more
- Edward Jones (Greenwich, NY)
- …role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the ... a financial advisor or a team of multiple financial advisors . We're proud to serve over nine million clients....first. With over 9 million clients and 20,000 financial advisors across the US and Canada, we're proud to… more
- Bank of America (New York, NY)
- …Team develop research-driven strategic and tactical trading ideas; interact with Financial Advisors to provide advice on portfolio hedging and positioning based on ... materials and presentations + Liaise and interact with financial advisors , sales and support partners on a daily basis...basis + Proactively develop and maintain relationships with financial advisors and clients + Acts as the senior product… more
- Bank of America (New York, NY)
- …will provide support to Alternative Investment Specialists as well as Financial Advisors on suite of Alternative Investment products in order to drive utilization ... of AI Users by maintaining and building new trusted partnerships with Advisors in the territory + Partners with field-based Alternative Investments Specialists,… more
- Raymond James Financial, Inc. (Clarence, NY)
- …First Impressions Administrator will begin by providing outstanding service to advisors , branch associates, and existing clients while representing the Scheff and ... First Impressions who can provide concierge level administrative service to our advisors , clients, and prospects. The ideal candidate will be detail oriented,… more
- University of Rochester (Rochester, NY)
- …inquiries, and ensures prompt, accurate assistance. + Supports student peer advisors by offering administrative guidance, answering questions, and helping ensure ... scheduling system, ensuring accuracy and timeliness. + Supports individual advisors with meeting coordination and event planning, including managing logistics,… more
- Wabtec Corporation (Selkirk, NY)
- …levels. **How will you make a difference?** Our Locomotive Maintenance Technical Advisors are trained subject matter experts in diagnosing and troubleshooting a ... training and certification are available to our Locomotive Maintenance Technical Advisors , which provides them with multiple career opportunities within the company… more
- Guardian Life (New York, NY)
- …to handle several responsibilities, working with the rest of Park Avenue Securities, Advisors , General Agents and Sponsor Partners + Able to gain trust and respect ... proven ability to build strong relationships + Exceptional communicator with advisors , general agents and internal partners **You will** + Be responsible… more
- Cornell Cooperative Extension (Watertown, NY)
- …to ensure that target outcomes are met. * Supervise a team of energy advisors (working both remote and in-person) within the 7-county region served under the North ... "high risk" situations for energy efficiency. + Provide guidance to Energy Advisors working with low-moderate income residents in planning for whole-home energy… more