- Bank of America (Buffalo, NY)
- …financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: ... to partner and promote lead generation. + Experience balancing investment management, sales activities and new client...role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will… more
- TD Bank (New York, NY)
- …responsible for formulating strategy that is required to build out the US Investment product suite and its ongoing product management and development. This role ... disclosures, pricing, client solutions, and tools related to all US Wealth Investment product offerings. **Depth & Scope:** + Provides people management leadership… more
- Bank of America (New York, NY)
- …and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- JPMorgan Chase (New York, NY)
- …(equities, fixed income, multi-asset, alternatives). **Job Summary** We are looking for a Sales Desk Manager for our Institutional Advisor Channel (IA) that will ... Client Advisors (ICAs) that focus their efforts on Registered Investment Advisors (RIAs) and Bank & Trust...Trust clients. We are looking for a strategic, consultative, sales -minded individual who enjoys coaching and developing sales… more
- City National Bank (New York, NY)
- …help make a sales impact? City National Rochdale, a specialized high-net-worth investment manager , is looking for a persuasive communicator that has the ... equivalent * 3 to 5 years of experience in investment sales and/ or internal sales...help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs… more
- OceanFirst Bank (Scarsdale, NY)
- … sales environment. + Extensive working knowledge of Branch operations, sales , investment referrals, banking regulations, business development, and thorough ... understanding of the consumer and small business lending process. + Expertise interfacing with multiple departments and personnel at various levels. + Demonstrated excellent written, verbal communication, listening, and interpersonal skills. + Strong… more
- Bank of America (Flushing, NY)
- …and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on ... of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jamaica/Financial-Solutions-Advisor Consumer-Investments Greater-Queens-NY-Market\_25024765) **Job Description:** At Bank of America, we are guided by a common… more
- TD Bank (Rego Park, NY)
- …or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to leverage their experience ... segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals. The role...manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners &… more
- TD Bank (West Babylon, NY)
- …+ Bachelor's degree strongly preferred + 2+ years of providing advice, planning and investment sales + Required Licenses & Registrations: SIE, Series 7, Series ... who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage...manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners &… more
- TD Bank (New York, NY)
- …highly-diverse equity research franchise, while growing our strong, diversified investment bank . We are growth-oriented, people-focused, and community-minded. ... for this role. **Job Description:** **Preferred Qualifications:** **Corporate Profile** **TD Bank Group** Headquartered in Toronto, Canada, with more than 85,000… more