- 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
- Santander US (Queens, NY)
- Financial Advisor - Centralized, Whitestone, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... **We Want to Talk to You!** **The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives,… 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
- 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 ... Apply Description What we need: This role supports the Registered Financial Services Sales Representative 's business with day-to-day administrative assistance… more
- Truist (New York, NY)
- …of America) **Please review the following job description:** The Business Unit Risk Advisor Specialist II-FINRA engages with the Investment Banking and Capital ... The Business Unit Risk Advisor Specialist II-FINRA is a role within the Investment Banking and Capital Markets (IBCM) Business Unit Risk Team. In this role, you… more
- Principal Financial Group (New York, NY)
- …(strong preference for fully licensed): + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 ... + Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and...a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and… more
- Citigroup (New York, NY)
- …milestones, directly informing financial deliverables. + Complete all financial deliverables, including monthly forecasts, annual investment processes, ... Manager will serve as a central point of contact, advisor and enabler to Sr. HR Advisors for US...delegate for the Head of HR Business Execution, or representative on various initiatives, councils, or workstreams. + Lead… more
- KeyBank (Tarrytown, NY)
- …with Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable ... Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar… more
- Skanska (New York, NY)
- …track record of success, SIS functions as an "extension of staff" and is a trusted advisor to its clients. As your partner and advocate at every step, we enable you ... and profitable completion of each project for the Owner. The Field Representative oversees the construction contractor's field labor force. This position must… more