- Bank of America (Melville, NY)
- Private Client Advisor II Melville, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Melville/Private-Client- Advisor -II\_25022214) **Job Description:** At Bank of America, we are… more
- City National Bank (New York, NY)
- *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market. Interact with clients,… more
- KeyBank (Brewster, NY)
- …- Brewster, New York 10509 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...the Bank (closed and accepted) by working book of business , lead lists, and closing on received referrals. +… more
- Bank of America (New York, NY)
- Private Client Advisor II New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private-Client- Advisor -II\_25024778) **Job Description:** At Bank of America, we are… more
- Zurich NA (New York, NY)
- Senior Compliance Advisor 125662 **Let's grow together!** Zurich Cover-More is one of the world's largest travel insurance and assistance providers and part of ... leading retailers. **What's the job?** As our Senior Compliance Advisor for Zurich Cover-More North America, you'll play a...our US and Canadian operations. You'll work closely with business leaders to identify and manage compliance risks, ensure… more
- Centers Plan for Healthy Living (Staten Island, NY)
- …they need for healthy living. JOB SUMMARY : The Licensed Benefits Advisor - Medicare Sales, Maintains relationships, services our existing customers and secures new ... and Medicaid Services (CMS) and company policies and regulations. The Licensed Benefits Advisor will develop a presence in the community and serve as a point… more
- ISMG - Information Security Media Group (New York, NY)
- …education, and professional advisory services. We've recently launched CXO Advisor (https://ismg.io/cxoadvisor/) , a pioneering consultative practice designed to ... tackle their most complex cybersecurity leadership challenges. About The Opportunity CXO Advisor is seeking a Client Acquisition Lead to play a foundational role… more
- Citigroup (New York, NY)
- …Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, ... in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and… more
- JPMorgan Chase (New York, NY)
- …clients with varied investments and interests. As a 2026 Global Private Bank Advisor in the Global Families Group, you will have the opportunity to work ... have the chance to make meaningful contributions to our business with customized wealth management solutions. Your role will...and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal… more
- JPMorgan Chase (New York, NY)
- …to build relationships, develop innovative solutions, and contribute to our business with customized wealth management solutions. You'll collaborate with a team ... experience and training. As a 2026 Global Private Bank Advisor in the Global Families Group, you will have...learn more about the firm and how we do business , build technical and professional skills, hear from senior… more