- Bank of America (Latham, NY)
- …**Desired Qualifications** **:** Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Schedule:** Monday - Fridays ... acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and solutions to help… more
- Bank of America (Brooklyn, NY)
- …+ Bilingual Spanish preferred + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience + Learns and adapts to new ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Edward Jones (New York, NY)
- …qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products ... Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward… more
- Bank of America (New York, NY)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations ... in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team,… more
- Edward Jones (Queensbury, NY)
- …would make you a successful financial advisor?** + An interest in financial services /markets and how they work + Love of learning and challenges, ... and business practices you need to succeed in our client -first business model. The new financial advisor...is strongly preferred or equivalent work-related experience within the securities/ financial services industry + Financial … more
- Citigroup (New York, NY)
- …these standards Qualifications: + 5+ years of relevant experience + Experience in financial services and Client analytics + Demonstrated financial ... and will work closely with the business teams and finance partners to harmonize financial attributions to the client level to ensure alignment of firm down… more
- East House Corporation (Rochester, NY)
- Client Services Assistant (MHAP) Rochester, NY (http://maps.google.com/maps?q=259+Monroe+Avenue+Rochester+NY+USA+14607) Description East House is a dedicated ... foster a supportive environment that promotes healing and long-term recovery. The Client Services Assistantis responsible for the day-to-day activities that… more
- Bank of America (New York, NY)
- Brokerage Services Financial Advisor New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... UHNW clients + Proven relationship building and business partnering skills. + Strong client service experience **Desired Skills:** + Experience with manager of … more
- Bank of America (New York, NY)
- Direct Markets Coverage Brokerage Services Financial Advisor New York, New York **To proceed with your application, you must be at least 18 years of age.** ... effective. **Role Specifics** The Direct Markets Coverage Group, Brokerage Services Financial Advisor is a fully licensed,...planning strategies + Delivery of an appropriate level of service over the lifetime of the client … more
- TD Bank (New York, NY)
- …Exposure:** Collaborate across teams, industries, and geographies, building a foundation in client service , risk management, and product strategy. + **Make a ... five product families and four client segments. ** Client Segments:** + Corporates + Financial Institutions... Institutions ("FIs") provides Canadian payment clearing and settlement services to financial institutions globally who fall… more