- Bank of America (New York, NY)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill… more
- Santander US (Staten Island, NY)
- …recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a ... Financial Advisor - Centralized, Staten Island, NY Country: United...centralized market with the expectation of leading client interaction virtually first, however, also has the ability… more
- KeyBank (Tarrytown, NY)
- … onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities. ... Road - Tarrytown, New York 10591 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team...the KPB sales team to grow, expand and retain client relationships. The CRA will be an active member… more
- JPMorgan Chase (New York, NY)
- …evaluating the progress of our partnerships. + Collaborate with the broader US Advisor client leadership team and Investment Specialists to exchange ideas and ... by delivering private market solutions. The Head of Private Wealth Alternatives (PWA), Client will oversee the PWA client teams, including national accounts and… more
- Kestra Financial (Wappingers Falls, NY)
- …the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor . Essential Duties and ... The Associate/Service Advisor reports to the Lead Advisor ...Responsibilities + Supports Lead Advisor including managing client needs regarding service, asset allocation, case design and… 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 ... Private Wealth Client Associate (FP) New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To… 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. (Farmingville, 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
- Principal Financial Group (Albany, NY)
- …integrate with CRM and planning systems. + Guide UI development for seamless client - advisor interactions across chat, video, and co-browsing experiences. + Build ... maintain software solutions that support wealth management platforms and client -facing applications specifically for our advising and servicing platform, enabling… more
- Wells Fargo (New York, NY)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part.... **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such… more