- Equitable (New York, NY)
- Entry Level - Financial Advisor - NJ, Saddle Brook (5150) ( 240000PO ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable ... positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering relationships that help people… more
- HRPivot (Jamaica, NY)
- …opportunity for growth and advancement? Then the Allen School is for you! In this entry level role advisors will have the opportunity to make a difference by ... achieve their personal and professional goals. Essential Job Duties: The Enrollment Advisor will schedule virtual meetings with prospective students to discuss their… more
- IBM (New York, NY)
- …Business Technology Leader intern in Client Engineering is a leader, networker, advisor , and inspirer. With advanced knowledge of your industry and deep appreciation ... of your clients' business challenges, you'll be a trusted advisor and catalyst for client engagements and bring together...with an agile process. * Knowledge in strategic and financial analysis. * Embrace curiosity and a growth mindset.… more
- KeyBank (Albany, NY)
- …Planner (CFP) certification is preferred for candidates pursuing a career as a Financial Advisor . **Skills** + Analytical Skills: Ability to analyze financial ... **Essential Functions** + Partner with a KIS Private Client Advisor to gain hands-on experience. + Participate in client...gain hands-on experience. + Participate in client discovery and financial planning activities including data entry and… more
- Citizens (Rochester, NY)
- …7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... be responsible for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating… more
- Bank of America (New York, NY)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- M&T Bank (New York, NY)
- …Upon completion of MDP, all incumbents attain basic skills necessary to become entry - level professionals and/or managers in their assigned department. + Complete ... or Leadership Development Manager-MDP. **DEPARTMENT DESCRIPTION:** When our clients need financial services outside of their core wealth management solutions, we… more
- KeyBank (Cohoes, NY)
- …correspondence, obtaining proper approval on correspondence, record keeping, heavy order entry , and client contact. + Solid base knowledge of Retirement accounts ... calculations. + Follow up on client service activities and Advisor 's requests. + Create and manage the client database:...annuity and 1035 exchange paperwork, place all trades for Financial Advisors, money movements, trade logs, and check receipts… more
- Kyndryl (New York, NY)
- …with client CXOs and be seen as the 'go to' person and a trusted advisor by senior executives + Leading C- level client interactions and consulting initiatives, ... presence, industry expertise, and the ability to cultivate relationships with CXO- level clients. Your leadership will be critical in fostering talent development… more
- Federal Aviation Administration (Rochester, NY)
- …be required. The person selected for this position may be required to file a financial disclosure statement within 30 days of entry on duty. FAA policy limits ... in decisions regarding the safety program. Participates and/or serves as an advisor in joint FAA-industry meetings, steering committees, and other workgroups. In… more
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