- Edward Jones (Port Jefferson, NY)
- …of applicants. **If you're looking for a challenging and rewarding career** , the Associate Financial Advisor role at Edward Jones may be the right opportunity ... Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively...registered and licensed and learn how to be an associate financial advisor with the industry's top… more
- Kestra Financial (Wappingers Falls, NY)
- The Associate /Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This ... critical in handling the day-to-day client management on behalf of the Lead Advisor . This is a full-time, in-person position, and the selected candidate is expected… more
- KeyBank (Mahopac, NY)
- **Location:** 981 Route 6 - Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a ... aligned with this position. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product… more
- JPMorgan Chase (New York, NY)
- …invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be responsible ... separately managed accounts in partnership with an External Client Advisor . This role provides an opportunity to demonstrate your...in a more user-friendly way + Partner with Client Advisor (external wholesaler) by being completely aligned on the… more
- JPMorgan Chase (New York, NY)
- The Investment Associate is an integral member of the Financial Advisor 's team. An Investment Associate works in close partnership with the Financial ... in conjunction with or by direction of the Financial Advisor + Market and implement complex investment solutions in...of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning,… more
- JPMorgan Chase (New York, NY)
- …investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked with delivering ... through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available through Chase… more
- H&R Block (New York, NY)
- …and play, our door is always open. A Typical Day Joining us as an Associate Team Leader, you'll support a single retail office during tax season to consistently ... the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident… more
- TD Bank (Middle Village, NY)
- …you learn the requisite set of skills to qualify for the role of Financial Advisor Associate (FAA) in the expected time frame. Once the Trainee program is ... Obtains the requisite set of skills to qualify for the role of Financial Advisor Associate within a specified time frame + Actively calls and meets with TD Bank… more
- TD Bank (Bronx, NY)
- …you learn the requisite set of skills to qualify for the role of Financial Advisor Associate (FAA) in the expected time frame. Once the Trainee program is ... Obtains the requisite set of skills to qualify for the role of Financial Advisor Associate within a specified time frame + Actively calls and meets with TD Bank… more
- City of New York (New York, NY)
- …role in supporting the efficient and effective operation of the divisions overseen by the Associate Commissioner. The Senior Advisor will act as a key advisor ... or on the Administrative Director of Social Services Civil Service List** Senior Advisor , Youth Services Division The Senior Advisor will play a critical… more