- Kestra Financial (Wappingers Falls, NY)
- …of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor . This is a full-time, ... five days per week. Essential Duties and Responsibilities + Supports Lead Advisor , including managing client needs regarding service, asset allocation, case… more
- JPMorgan Chase (New York, NY)
- …with our consumer partners to deliver a full suite of solutions for every client . The **Practice Management and Advisor Development team** is responsible for ... client goals, and appropriately utilizing tools and technology to improve client experience. The Practice Management and Advisor Development team supports… more
- Bank of America (New York, NY)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Wealth Management Client Associate - Bilingual Spanish Preferred NEW YORK, New York **To proceed with your application, you must be at least 18 years of age.**… more
- HNTB (New York, NY)
- …knowledge and experience in partnership with internal project team members and external client counterparts. Serves as an advisor on complex projects to provide ... engineering projects within discipline. + Coordinates technical aspects with client counterpart and teaming partners at local leadership level...articles, and white papers. + Serves as a trusted advisor to clients, is sought out for expertise in… more
- World Insurance Associates, LLC. (New York, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... services, and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and manage relationships… more
- JPMorgan Chase (New York, NY)
- …with a strong focus on digitalizing product workflow tools and elevating the client and advisor experience. You will contribute to investment processes, trading ... for DAF products, with a focus on trading, investment, and digital client / advisor experience. + Collaborate with digital product teams to develop and enhance… more
- World Insurance Associates, LLC. (Kingston, NY)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... "pitch decks" / presentations. Forms of Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your performance. We… more
- JPMorgan Chase (New York, NY)
- …advise on legal issues and risks relevant to JP Morgan Wealth Management's Private Client Advisor , Personal Advisor , and Financial Advisor businesses. ... advice and help drive JP Morgan Wealth Management's success. As a trusted advisor , you'll work alongside top professionals in a dynamic, collaborative, and inclusive… more
- Capgemini (New York, NY)
- …incremental growth with a focus on expanding client relationships and solution footprint. ** Client Engagement** * Serve as a trusted advisor to client ... Client Partner (Financial Services/Capital Markets) Choosing Capgemini means...Financial Services Global Business Unit is seeking a senior Client Partner to lead strategic growth and delivery for… more
- Oracle (Albany, NY)
- …identify new stakeholders and expansion opportunities. + Act as a strategic advisor , addressing client needs, resolving issues, and identifying opportunities to ... for identifying, developing, and closing complex, large-scale engagements by aligning client needs with integrated research, consulting, and data solutions. The… more