- Kyndryl (New York, NY)
- …communities. **The Role** **Summary** Join our dynamic team as a Customer Technology Advisor and become an integral part of our cutting-edge Go-To-Market team. As a ... and exceed customer expectations. In this role, you won't just be another advisor ; you will be a trusted ally and visionary, delivering unique and differentiated… more
- TD Bank (Middle Village, NY)
- …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a...A FA will need to leverage their experience to service the unique and complex needs of TD Wealth… more
- Citigroup (New York, NY)
- …in a financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more
- TIAA (New York, NY)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...a demonstrated ability to uncover the needs of the client . * Giving and receiving constructive feedback are hallmarks… more
- JPMorgan Chase (New York, NY)
- The US Advisor Channel Marketing Associate is focused on crafting integrated strategies for financial advisors. As a Marketing Associate on the US Advisor ... Channel Marketing team, you will play an integral role in understanding client needs and developing integrated marketing strategies targeted at financial advisors.… more
- HUB International (New York, NY)
- …non-traditional income streams. This role blends financial coaching, strategic planning, and client service . You will deliver tailored wealth strategies, manage ... Wealth (RPW) division with a focus on tailored financial services for unique client segments, including the...and personalized planning with a strong commitment to education, service , and client outcomes. **Position Summary:** As… more
- JPMorgan Chase (New York, NY)
- …working in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building ... client relationships and making meaningful contributions to our business...our clients while building your own expertise. As an Advisor Trainee in Global Private Bank, you will gain… more
- Bank of America (Jericho, NY)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... Financial Solutions Advisor - Central Long Island Market ( Bi-Lingual...and feedback to referral partners based on knowledge of client needs and potential product services recommended… more
- Bank of America (New York, NY)
- …applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + ... service skills with ability to manage the full client end-to-end experience and problem resolution. + Has a...+ A working knowledge of small business products and services . + Bilingual Spanish skills. **Skills:** + Client… more
- Bank of America (Yorktown Heights, NY)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... Financial Solutions Advisor - Albany / Hudson Valley Market Latham,...and feedback to referral partners based on knowledge of client needs and potential product services recommended… more