- 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.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Brokerage- Services -Financial- Advisor \_25035237) **Job Description:** Merrill Wealth Management is… more
- Bank of America (New York, NY)
- …part of a centralized coverage team that provides dedicated brokerage services to UHNW Private Bank clients. Initial client /prospect engagement and ... Brokerage Services Financial Advisor New York, New...Proven relationship building and business partnering skills. + Strong client service experience **Desired Skills:** + Experience… more
- Tiffany & Co. (White Plains, NY)
- …Overview:** We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards ... excellence in service of this promise. We expect all employees to...and approachable and will work with both the central team and the local teams in a transparent, united… more
- Edward Jones (Rochester, NY)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... and grow your own practice, supported by your branch team , a home-office team and other regional...performance. **What characteristics would make you a successful financial advisor ?** + An interest in financial services /markets… more
- Friendly Auto Group (Middletown, NY)
- MUST HAVE PRIOR AUTOMOTIVE SERVICE ADVISOR EXPERIENCE WITH PROVEN TRACK RECORD OF SUCCESS!! Description of the role: The Service Advisor at Friendly ... managing that relationship, providing all aspects of a traditional Service Advisor role. + Ensure that work...being dispatched properly, and to the benefit of our client 's experience, while ensuring that our team … more
- Edward Jones (Port Jefferson, NY)
- …- and our people. Our licensed branch associates are highly visible members of the client team , working under the leadership of a financial advisor . You ... an impact to change lives. You and your financial advisor will complement each other to create capacity and...Associate Financial Advisors are an essential part of the client team , and we rely on their… more
- Broadcom (Melville, NY)
- …Description:** At Broadcom, we are seeking a highly skilled and experienced mainframe Solution Advisor to join our team , specifically focused on our DevOps value ... we are dedicated to providing our clients with top-notch service and expertise. In this role, you will play...Business Analysis + Communication Skills + Project Management + Team collaboration + Client Relationship Management +… more
- 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
- Truist (New York, NY)
- …toward their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service . ... the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering… more
- KeyBank (Tarrytown, NY)
- …issues. + Work closely with Regional Trust Director and applicable Family Wealth team members on pricing, client service , compliance, and litigation ... for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net...the primary point of contact and manages the day-to-day services and team interactions, in such cases,… more