- Northwestern Mutual (East Syracuse, NY)
- …to becoming a financial advisor , you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training ... Overview Becoming a financial advisor at Northwestern Mutual is...approval of a contract to become a Northwestern Mutual Financial Representative , a national criminal background check… more
- StaffMyAgency LLC (Wantagh, NY)
- …and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division to offer wealth ... Fortune 100 company that is a leader in the financial services industry, New York Life will invest in...annuities, long term care insurance, disability income insurance and investment products such as mutual funds1 through our broker-dealer… more
- Atria Wealth Solutions (Corning, NY)
- …L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in Corning, ... solutions to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are...market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market… more
- Santander US (Staten Island, NY)
- Financial Advisor - Centralized, Staten Island, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in ... interested in exploring the possibilities **We Want to Talk to You!** The Financial Advisor - Centralized is responsible for identifying needs, understanding… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …to identify client goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries ... issues. + Prepares customized written industry and company specific reports upon request to Financial Advisor . + Assists in development of financial models… more
- Truist (New York, NY)
- …of the team + Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- City of New York (New York, NY)
- …economic mobility. The Authority is seeking a highly skilled individual to serve as Senior Advisor to the Chief Financial Officer (CFO). The CFO is a key member ... of the NYCHA executive team tasked with leading the financial planning and analysis, accounting, payroll, risk management, and investment activities of the… more
- JPMorgan Chase (New York, NY)
- …and deliver superior client service. **Key Responsibilities:** + Act as a key representative for multiple investment teams and strategies to internal partners, ... share and compare ideas around the globe. Our equity investment processes are founded on tried and tested ...prospects, and existing clients across both institutional and advisor businesses. + Foster strong partnerships with portfolio managers,… more
- Truist (New York, NY)
- …below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which ... specialist where appropriate. + Proactively engage with clients to deliver all non- investment and banking aspects to meet client objectives, including but not… more
- Santander US (New York, NY)
- …external deal workstreams Client Coverage & Strategic Advisory + Serve as a trusted advisor to corporate and financial sponsor clients across the consumer and ... Investment Banking Vice President, Consumer & Retail -...Santander is a global leader and innovator in the financial services industry. We believe that our employees are… more
