- TD Bank (Middle Village, NY)
- …by anticipating client needs and suggesting the most appropriate Wealth solutions . Maximizes profitability, while ensuring the client receives an exceptional ... **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a...be providing financial planning guidance & selling investment management solutions . A FA will need to leverage their experience… more
- Truist (New York, NY)
- …analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client 's needs. ESSENTIAL DUTIES AND RESPONSIBILITIES ... the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering… more
- JPMorgan Chase (New York, NY)
- …services within the marketing organization. As a Marketing Associate on the US Advisor Channel Marketing team within Asset Management, you will be dedicated to ... understanding client needs and developing integrated marketing strategies targeted at...advisors. You will report to the Head of US Advisor Marketing and collaborate with cross-functional teams to drive… more
- Santander US (Queens, NY)
- …Want to Talk to You!** **The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and ... Financial Advisor - Centralized, Whitestone, NY Country: United States...with compliance standards to achieve sales results and long-term client satisfaction by telephone communications from a variety of… more
- Bank of America (New York, NY)
- …GWIM credit solutions and by supporting the flawless delivery of these solutions through a high-touch advisor / client experience. The primary mission of ... the following: o Marketing and selling Private Wealth credit solutions with a goal to engage and influence audience...Negotiating with Underwriting and Risk on behalf of the client to structure sound loans including securities based loans,… more
- Comerica (New York, NY)
- Job Description Special Needs Trust Advisor IIThe Special Needs Trust Advisor II will be dedicated to the Special Needs Solutions Team. The candidate would ... and reviews account transactions, responds to incoming correspondence and any other client requests to ensure compliance with the governing document, applicable law… more
- JPMorgan Chase (New York, NY)
- …you with the opportunity to take your career to the next level. As a Wealth Advisor in the US Private Bank, you will help ensure that our clients' estate, income, ... understanding of their wealth and objectives. **Job Responsibilities** + Serve as an advisor to clients on personal planning matters + Identify opportunities for the… more
- Robert Half Finance & Accounting (Albany, NY)
- Description We are looking for a dedicated Financial Advisor to join our team in Albany, New York. This role involves assisting clients with comprehensive financial ... The ideal candidate will provide expert guidance while fostering strong client relationships to help individuals achieve their financial goals. Responsibilities: *… more
- Sedgwick (New York, NY)
- …to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Environmental | Professional Liability | REMOTE **Job Description Summary** To ... coordinate case management within company standards, industry best practices and specific client service requirements; and to manage the total claim costs while… more
- NBT Bank (Williamsville, NY)
- …Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover additional investment and insurance needs and to ... customers/prospects to determine investment and insurance needs, recommends appropriate products/ solutions with a focus on retention and replication of their… more