- Citizens (Rochester, NY)
- …starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- Neuberger Berman (New York, NY)
- …serve as a multi-territory coordinator, partnering with the field sales team to cover financial advisors, as well as field sales and market leadership teams across a ... business development through market-level partnerships. **Responsibilities** + Partner with Advisor Consultants to optimize business management and deliver a… more
- SMBC (New York, NY)
- …Deep understanding of Leveraged Finance, Corporate Finance . Proven analytical and financial modeling skills and experience with review and negotiation of ... team. + Undertake ad hoc tasks and projects as required and assigned. **Role Description** SMBC's Special Credit Group...finance credit underwriting or portfolio management at the leading financial institution. . Experience in negotiating term… more
- SMBC (New York, NY)
- …as an advisor to SMBC business and functional departments for financial and risk management topics in connection with regulatory engagements including regulatory ... engagement. **Qualifications and Skills** + Bachelor's degree or equivalent required . Graduate, law or business degree preferred. + At...business degree preferred. + At least 5 years of financial services experience at a regulator, bank… more
- Neuberger Berman (New York, NY)
- …for reviewing financial plans created by junior team members. Extensive experience with eMoney financial planning software is essential as eMoney is ... industry best practices and firm level processes **Qualifications:** + 15+ years of experience working directly with clients in a financial planning capacity +… more
- Memorial Sloan-Kettering Cancer Center (New York, NY)
- …leaders with confidence and credibility. + Familiarity with applicant tracking systems (Workday experience is a bonus - not required !). + Strong comfort using ... needs. + Partner with hiring managers as a trusted advisor , using data and storytelling to help them make...looking for ways to improve efficiency, consistency, and prioritize financial stewardship. + Passionate about candidate experience … more
- GCG (Albany, NY)
- …quality standards, and driving cross-functional accountability. You'll be a trusted advisor and key collaborator who combines sourcing strategy, analytical rigor, ... a remote work arrangement however occasional travel will be required to corporate facilities as well as supplier facilities....Administration, Supply Chain, or a related field, or equivalent experience + 5+ years of experience in… more
- Edward Jones (Watkins Glen, NY)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience … more
- Edward Jones (Port Jefferson, NY)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... making an impact to change lives. You and your financial advisor will complement each other to...experience in securities industry preferred + FINRA licenses required within three months. State insurance licenses required… more
- Bank of America (Brooklyn, NY)
- Financial Solutions Advisor Registration Candidate - Brooklyn North Area Brooklyn, New York **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Brooklyn/ Financial -Solutions- Advisor -Registration-Candidate Brooklyn-North-Area\_25047891) **Job Description:** At Bank of… more
