- Wells Fargo (New York, NY)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- Amazon (New York, NY)
- …and Customers. If you are interested in risk management, compliance, and acting as a financial advisor to a organization stopping crime, this is the role for ... cross-team decisions to help reduce costs, acting as the trusted finance advisor for the organization on complex, confidential projects, while maintaining a high… more
- Citigroup (New York, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… 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
- City National Bank (New York, NY)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- Citigroup (New York, NY)
- … services organization + Knowledge and experience serving as a key strategic / financial advisor and partner to executive level business leaders + Extensive ... Private Bank LFO is accountable for leading the development and execution of financial objectives related to the P&L, balance sheet, expenses, capital, and risk. The… more
- KeyBank (New York, NY)
- …- New York, New York 10019 **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of ... and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs; functions as… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from Financial ... Prepares customized written industry and company specific reports upon request to Financial Advisor . + Assists in development of financial models to forecast… more
- City National Bank (New York, NY)
- …a persuasive communicator that has the drive and persistence needed to deliver new Financial Advisor introductions while building their career in financial ... SPECIALIST* WHAT IS THE OPPORTUNITY? Are you a self-motivated financial professional looking to build your career in an...and email campaigns with the goal of qualifying the advisor and introducing them to the local sales team… more
- Raymond James Financial, Inc. (New York, NY)
- …working relationships through communication and personal meetings with the client the Financial Advisor and the client's professional legal and tax advisors. ... Supplies technical estate tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews trusts, wills and other documents… more