- Thrivent Financial (Albany, NY)
- …expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. ... contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income… more
- TIAA (Albany, NY)
- **Wealth Advisor ** Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their ... them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective...with their team to grow their collective book through client referrals. **Key Responsibilities and Duties** + Manages time… more
- Atria Wealth Solutions (Corning, NY)
- …Services , L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in ... drive and passion to deliver the highest level of service to credit union members and clientele to help...Center leaders to identify and leverage cross-sell opportunities. + Services and performs periodic reviews of existing client… more
- TD Bank (Brooklyn, 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 ... of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a...Transitional FA will need to leverage their experience to service the unique and complex needs of clients in… 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
- US Bank (New York, NY)
- …uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a ... due diligence + Portfolio construction resulting in tailored investment management and insurance services based upon a client 's unique situation + Refer and… more
- TD Bank (Hicksville, 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
- Guardian Life (New York, NY)
- As a Senior Manager, External Communications - Financial Advisor Network, you will shape and lead a scalable communications and PR program that empowers our network ... a fast-paced environment while managing multiple priorities + A trusted advisor who balances consultation with decisive recommendations + Data-driven and… more
- JPMorgan Chase (New York, NY)
- …business outcomes to identify opportunities for process improvement and enhanced advisor / client experience. + Ensure consistent delivery of training, support, ... Specialists responsible for the successful rollout and adoption of new products, services , and processes across the Chase Wealth Management organization. This role… 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
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