- JPMorgan Chase (New York, NY)
- …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...at financial advisors. Reporting to the Head of US Advisor Marketing, you will collaborate with cross-functional teams to… more
- Raymond James Financial, Inc. (Plattsburgh, NY)
- …must be responsible, confident, self-motivated and a team player. The Financial Advisor is responsible for entering client trades, servicing client ... **Job Summary** We are seeking a Financial Advisor to join our team who...career growth. Drawing on previous experience in a financial services firm, or upon a degree/diploma within Financial Management… more
- Comerica (New York, NY)
- …a specific area of expertise to include trust administration or investments in a client service capacity + 5 years of experience utilizing Microsoft Office ... training. Stays current on fiduciary/tax/legal changes that effect a client 's wealth plan or administration of accounts. Team...the broader business and improves efficiency of delivery of services to clients. Actively contributes to the team… more
- JPMorgan Chase (New York, NY)
- …alternative investment teams to conduct research and analysis, develop products and respond to client needs as part of a Solutions Team . + Continuously learn ... tailored financial solutions and are eager to build strong client relationships, we have an exciting opportunity for you....joining our Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering… 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 + ... to financial center associates during meetings to assist with team delivery of an exceptional client experience...service skills with ability to manage the full client end-to-end experience and problem resolution. + Has a… more
- The Salvation Army (Syracuse, NY)
- …making referrals for auxiliary services as needed. + Provide support to Senior Services team and provide in-house support to seniors who come to the Center ... of the Syracuse Area Adult Day Program for Senior Services Position Overview: The Neighborhood Advisor is...supervisor and local funding agency as required. + Enter client data and case notes as required by funder.… more
- Guardian Life (New York, NY)
- Guardian life is seeking an Advisor Transitions Specialist who will be a critical part of a team that supports the growth of our firm. **You are** + A team ... with time management and have strong organizational skills + Interested in financial advisor recruiting + An effective communicator with the ability to tailor the… more
- PNC (New York, NY)
- …of the PNC footprint locations. **Job Description** + Consults with the client /prospect to assess business needs and identify product/ service recommendations ... with client systems and technology environments. Serves as liaison with the Client Implementation team . + Engages with internal teams including Product … more
- International Shoppes, LLC (Queens, NY)
- $500 SIGN ON BONUS FOR JOINING OUR TEAM ! (Details to Follow) If you are a COSMETICS enthusiast who loves people and enjoys working in a fast-paced retail ... are born. You are passionate in providing premium customer service and willing to go above and beyond to...you on board! International Shoppes is hiring! The Beauty Advisor will be responsible for selling specific brand merchandise… more
- Truist (New York, NY)
- …and solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new ... from time to time. + Engage with the Wealth Advisor and Investment Manager as a team ...service with investments in innovation to create transformational client experiences. We believe the unique blend of human… more