- 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...to provide goals-based advice, an introduction to the centralized client servicing team as per client… more
- US Bank (New York, NY)
- …investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a ... due diligence + Portfolio construction resulting in tailored investment management and insurance services based upon a client 's unique situation + Refer and… more
- M&T Bank (New York, NY)
- …for individuals, business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring ... base .Promote and sell the full array of financial services distributed by the Company to current and new...of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible… 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...to provide goals-based advice, an introduction to the centralized client servicing team as per client… 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
- 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
- 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 ... drive growth. You will work closely with the home office external communications team to leverage Guardian thought leadership, news, and other initiatives with the… 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
- New York State Civil Service (Albany, NY)
- …strong communication skills to join their team as a Graphic Arts Project Advisor in the Production Services division.A Graphic Arts Project Advisor ... projects, from initial client brief to final delivery, ensuring they are completed* Team leadership: Work with management to provide guidance to a team of… more
- JPMorgan Chase (New York, NY)
- …Joining our Advisor Training Program means you will be joining a team committed to building client relationships and making meaningful contributions to our ... with customized wealth management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending...our clients while building your own expertise. As an Advisor Trainee in Global Private Bank, you will gain… more