- 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 ... and email campaigns with the goal of qualifying the advisor and introducing them to the local sales team...financial advisors on the benefits of outsourcing their investment management to our firm, including access to a… 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 ... broker-dealers encompassing, among others, Cetera Advisors (https://www.ceteraadvisornetworks.com/welcome) , Cetera Advisor Networks (https://www.ceteraadvisornetworks.com/welcome) , Cetera Financial Institutions,… more
- KeyBank (Tarrytown, NY)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's...and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment … more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and ... investment teams, with access to a deep breadth of...a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience… more
- MTA (New York, NY)
- … Services and members of the C suite in representing MTA to the global investment community and is expected to apply financial expertise to navigate the changing ... Municipal Advisor (s) in analyzing proposals. + Design and progress financial strategies to achieve a cost-efficient debt portfolio using MTA's multiple credits.… more
- JPMorgan Chase (Pittsford, NY)
- Join JPMorgan Chase & Co., a global leader in financial services with assets of $2.6 trillion, and be part of a team that makes a real difference every day. As a ... & Wealth Management division, you'll be at the forefront of global investment management, providing innovative solutions in equities, fixed income, real estate,… more
- JPMorgan Chase (New York, NY)
- …data analysis. As the Business Manager (COO) within the Commercial & Investment Bank Securities Services organization, you will optimize business performance by ... spearheading key investment and productivity initiatives, managing deposit forecasts, and leading...business budget process. You will act as a trusted advisor to Business Heads, collaborate with Front Office Product… more
- JPMorgan Chase (New York, NY)
- JP Morgan Global Alternative Investment Solutions is one of the largest, most diversified, and deeply connected alternatives solutions businesses with over $180 ... As a lead Business Manager within the Global Alternative Investment Solutions team, you will serve as a key...will serve as a key point of contact and advisor to the executive management team, providing high-level support,… more
- Deloitte (Jericho, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to… 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