- Citizens (Middletown, NY)
- Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial ... Advisors (PCFAs) conduct thorough discoveries to understand a client 's short- and long-term goals, then construct a tailored...your CV below. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes… more
- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Team, the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field sales ... as well as field sales and market leadership teams across a select group of partner firms. Internally, the Specialist will collaborate with leadership, investment… more
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group . Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40… more
- FleishmanHillard (New York, NY)
- **Overview** As a group strategy director, you will lead and inspire teams to develop innovative strategies that lead to world-bending concepts and ideas. You play a ... growth needs of the agency. You are a trusted advisor with key senior clients, strategy lead for accounts...Bend the World work. + Proactively act as a client steward and brand guardian, sounding the alarm when… more
- Neuberger Berman (New York, NY)
- …wealth planning discussions and presenting wealth planning recommendations and observations in client meetings + Supporting advisor teams and portfolio managers ... **Summary:** The Neuberger Berman Estate and Wealth Planning Group , comprised of in-house certified financial planners and...to deliver a clear and comprehensive analysis of our client 's financial situation. The senior wealth planner will also… more
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group . Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40… more
- JPMorgan Chase (New York, NY)
- …offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked with ... delivering exceptional client service, operational marketing, and administrative support to our...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… more
- Citizens (Brooklyn, NY)
- …that meets the client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... Description Citizens employs a group of experienced advisors that help individuals and...individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand… more
- Public Consulting Group (Albany, NY)
- Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human ... proposal writing in terms of visioning solutions and responding to client requests, either through requirements gathering conversations or request for proposals.… more
- Acosta Group (Garden City, NY)
- **Beauty Advisor - Dyson** Employment Type**Part Time** Location**NY - GARDEN CITY** **Own the Weekend Glam! Take Center Stage as a Dyson Beauty Advisor and Let ... trendsetter to join our team as a Dyson Beauty Advisor ! Envision yourself in the chic worlds of Nordstrom...paid online training designed to elevate your skills! + ** Benefits :**W2 employment with biweekly pay, optional 401(k) with company… more
