- TD Bank (Flushing, NY)
- …**Line of Business :** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors ... professional manner + Is involved in the community and support TDBG charity and community initiatives **Education & Experience:**...sales goals + Proficient with retail and small business banking + Proven ability to establish relationships and… more
- Tiffany & Co. (New York, NY)
- …relationships and exceed commercial targets through the love of building your own business by developing client relationships and exceeding sales plan + Foster ... Tiffany & Co.'s continued legacy. **As a Tiffany Client Advisor you will:** + Hold the critical position of...an entrepreneurial spirit, reinforce client development to grow outreach business . ** Sales :** + Deepen the relationship with… more
- JPMorgan Chase (New York, NY)
- …client relationships across Mexico, Central America, South America, and Brazil. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet ... learn more about the firm and how we do business , build technical and professional skills, hear from senior...and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal… more
- NBT Bank (Williamsville, NY)
- …retention and replication of their best clients. + 20% Develops and executes individual business plan to meet sales goals and maintain minimum assigned levels of ... 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client...+ 5% Cultivates and fosters proactive relationships with branch business partners with regular meetings to discuss sales… more
- Wells Fargo (Syracuse, NY)
- …or sales services experience + Experience developing and managing client relationships + Sales or sales support experience + A BS/BA degree or higher ... **About this role:** Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors.… more
- Bank of America (Freeport, NY)
- Financial Solutions Advisor - Western Long Island Market Lawrence, New York;Freeport, New York; Garden City, New York; Hewlett, New York; Lynbrook, New York **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lawrence/Financial-Solutions- Advisor Consumer-Investments Western-Long-Island-Market\_25025108) **Job Description:** At Bank of America,… more
- Bank of America (East Setauket, NY)
- Financial Solutions Advisor - Eastern Long Island Market Hampton Bays, New York;Northport, New York; East Hampton, New York; Smithtown, New York; East Setauket, New ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hampton-Bays/Financial-Solutions- Advisor Eastern-Long-Island-Market\_25032865) **Job Description:** At Bank of America, we… more
- Bank of America (Brooklyn, NY)
- Financial Solutions Advisor - South Brooklyn / Staten Island Market Brooklyn, New York;Brooklyn, New York; Brooklyn, New York **To proceed with your application, you ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Brooklyn/Financial-Solutions- Advisor -Stage-II Consumer-Investments South-Brooklyn Staten-Island-Market\_25027298) **Job Description:** Please note that… more
- HUB International (New York, NY)
- …serving the music and entertainment industry, you will act as a key advisor to artists, performers, and other professionals with non-traditional income streams. This ... the development of educational materials and client-facing resources. - Support financial education workshops and industry-focused client engagement events.… more
- Amentum (Albany, NY)
- …Republic of China (PRC) Border Management Technology_ offers law enforcement support through a comprehensive and integrated program of training, technical ... or allied countries, which will improve transportation security and divert more business to American suppliers. This program will require coordinated activities with… more