• Associate /Support Advisor

    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. ... account reviews, report generation and meeting documentation/notes + Consult with lead advisor on investment strategies based on individual financial and… more
    Kestra Financial (05/17/25)
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  • Financial Advisor - Certification…

    Edward Jones (Staten Island, NY)
    …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own… more
    Edward Jones (07/24/25)
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  • US Experienced Financial Advisor

    Edward Jones (Cheektowaga, NY)
    …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered… more
    Edward Jones (06/11/25)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (New York, NY)
    …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth ... referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships;… more
    JPMorgan Chase (05/25/25)
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  • Credit Solutions Advisor - Flatbush

    Bank of America (Brooklyn, NY)
    …Associate , Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America ... Credit Solutions Advisor - Flatbush Brooklyn, New York **To proceed...are guided by a common purpose to help make financial lives better through the power of every connection.… more
    Bank of America (05/03/25)
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  • Client Relationship Associate…

    Robert Half Finance & Accounting (New York, NY)
    Description Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor ... Excellent verbal and written communication skills + Bachelor degree The Client Relationship Associate role requires 3 days per week in the midtown Manhattan… more
    Robert Half Finance & Accounting (06/26/25)
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  • Financial Wellness Associate

    KeyBank (Greece, NY)
    …Latta Road - Greece, New York 14612 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. FWA's ... and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling...during the transaction to deepen and expand the client relationship . + Acts as a resource to identify and… more
    KeyBank (07/12/25)
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  • JP Morgan Wealth Management - Client Onboarding…

    JPMorgan Chase (New York, NY)
    …digital advisor transformation in the fast-paced digital landscape of financial services. Our Product teams provide critical insights to shape product direction, ... Onboarding & Account Opening** team builds scalable and integrated Client and Advisor facing experiences that make it seamless to establish new investment accounts… more
    JPMorgan Chase (07/20/25)
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  • JP Morgan Wealth Management - Private Wealth…

    JPMorgan Chase (New York, NY)
    …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you ... will offer comprehensive financial planning and advice to individuals and families. Your...solutions to clients by relying on thought leadership and relationship -building skills. Through a focus on relationship … more
    JPMorgan Chase (05/31/25)
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  • Associate Director, Treasury Management…

    Scotiabank (New York, NY)
    Associate Director, Treasury Management Officer, Global Transaction Banking - New York **Requisition ID:** 231691 **Salary Range:** 117,400.00 - 224,700.00 _Please ... team, committed to results, in an inclusive and high-performing culture. ** Associate Director, Treasury Management Officer, Global Transaction Banking - New York**… more
    Scotiabank (07/24/25)
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