- Bank of America (New York, NY)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Foresters Financial Services (Westbury, NY)
- …financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as ... leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans… more
- JPMorgan Chase (New York, NY)
- …responsibilities:** + **Act as a Trusted Advisor :** Serve as a key advisor to the leadership team, offering strategic financial and business management ... strategy and transformation around functions talent strategy and driving financial and business management, enabling alignment with organizational goals, and… more
- Guardian Life (New York, NY)
- …a team of retirement and benefits professionals and serves as a key advisor on plan design, colleague engagement, and regulatory matters. With deep expertise in ... retirement plan strategy and a passion for improving financial wellness, you will shape the future of Guardian's...trends in retirement benefits. + Serve as a strategic advisor during HR and enterprise-wide initiatives (eg, total rewards… more
- Raymond James Financial, Inc. (Woodbury, NY)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... business summary reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client… more
- 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 ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account...as critical to the success of our customers and company . They are accountable for execution of all applicable… more
- JPMorgan Chase (New York, NY)
- …to complex business challenges, ensuring our AI investments deliver maximum strategic and financial value. You will be the trusted advisor who connects AI ... strategy, architect high-impact portfolios, and inspire senior leaders as the trusted advisor who turns data-driven insights into enterprise-wide results. Join us to… more
- JPMorgan Chase (New York, NY)
- …enhance the investment platform, focusing on improving client outcomes and advisor experiences. The team collaborates extensively with various stakeholders and ... areas to enhance our expansive investment product offering and advisor toolset. Through the enhancements you curate, you will...Minimum of 5 years of experience in wealth management, financial services, or a related industry, with a focus… more
- JPMorgan Chase (New York, NY)
- …in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client ... a five-week immersive global training program. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as… 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