• Associate Financial Advisor

    Edward Jones (Greenwich, NY)
    …clients' goals and circumstances. + Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and ... make recommendations to client. + Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Cultivating relationships with… more
    Edward Jones (10/24/25)
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  • Sales Support Associate

    Foresters Financial Services (Albany, NY)
    …including IRAs and 403(b)s + College funding products including ESAs and 529 plans + Asset allocation strategy + Time value of money + Prospecting and telephone ... techniques (if you become FINRA licensed) + Compliance training What you need to have: + High School diploma or equivalent + Some college preferred + FINRA licensing required (S6/S63/Life/Health) with in 12months of hire. Training will be provided. + Strong… more
    Foresters Financial Services (10/14/25)
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  • Wealth Managment Advisor

    US Bank (New York, NY)
    …knowledge in financial planning, including but not limited to goals-based planning, asset allocation , retirement planning, and education funding + Extensive ... knowledge of the securities industry, including investment and insurance products and services + Knowledge of private banking products and services, including credit processes and policies + Strong presentation abilities + Strong relationship management,… more
    US Bank (10/07/25)
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  • Assistant Vice President Financial Planning…

    Citigroup (New York, NY)
    …future financial objectives. Our services include detailed cash flow analysis, asset allocation positioning, education planning, insurance planning and estate ... planning. The group works** **closely with all the members of the trusted advisor team including the Banker, Investment Counselor, Wealth Planner and Highland Capital representative to help provide these solutions to our clients.** **Responsibilities:**… more
    Citigroup (10/03/25)
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  • Business Development Officer III - Business Credit

    PNC (New York, NY)
    …needed to be successful in this position. **Preferred Skills** Account Management, Asset Allocation , Capital Management, Credit Risk Analysis, Equity Valuations, ... Investment Banking, Sales **Competencies** Competitive Environment, Credit Analysis and Verification, Customer Experience Management., Effective Communications, Financial Engineering, Knowledge of Underwriting, Prospecting., Selling. **Work Experience** Roles… more
    PNC (10/01/25)
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  • Investment Portfolio Manager, Treasury

    Amazon (New York, NY)
    …management activities to include idea generation, trade execution, contributing to asset allocation strategy, oversight of external managers, ensuring portfolio ... compliance, portfolio reporting and analysis, and ongoing process improvement. The successful candidate should be comfortable with ambiguity and balancing multiple competing priorities. The candidate will be required to work closely with banking counterparties… more
    Amazon (09/20/25)
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  • Investment Analytics & Trade Monitoring Manager…

    City National Bank (New York, NY)
    …CNR provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. ... *WHAT IS THE OPPORTUNITY?* The VP - Investment Analytics and Trade Monitoring will establish and develop the Compliance Trade Oversight Program by leading, configuring, and overseeing the design, implementation and administration of the compliance rules engine… more
    City National Bank (09/04/25)
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  • Investment Officer I

    NBT Bank (Albany, NY)
    …holdings of new portfolios to comply with departmental guidelines with regard to asset allocation , sector weightings and security composition in accordance with ... account investment objectives. Monitors portfolios of accounts and makes adjustments as needed. Prepares investment proposals for a new business accounts and maintains a clear understanding of their objectives while making recommendations. Understands and… more
    NBT Bank (08/29/25)
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  • Key Private Bank Senior Portfolio Strategist

    KeyBank (Tarrytown, NY)
    …with clients' other internal and external advisors to provide advice relating to asset allocation and the execution of overall investment strategy. **Growth** + ... This position is responsible for either meeting or exceeding assigned individual growth goals which can include qualified lead development, expanding existing client relationship revenue, and contributing significantly to attaining team growth goals. +… more
    KeyBank (08/26/25)
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  • Investment Consultant (External Wholesaler)

    City National Bank (New York, NY)
    …knowledge of portfolio management, including knowledge of investment techniques and asset allocation , investment research, capital market behaviors, and ... financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka… more
    City National Bank (08/24/25)
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