- TD Bank (Brooklyn, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need… more
- Citizens (New York, NY)
- …internal stakeholders and specialists in delivering a variety of services, including financial planning , investment management, insurance, and estate planning ... existing relationships through partnership referrals. + Tailor wealth management planning to meet client needs. + Utilize the knowledge...employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- CUNY (New York, NY)
- …cohorts by major, required full-time study and comprehensive advisement and career development services. Financial incentives include tuition waivers for ... ACE Academic Advisor (HEa) - 2 Vacancies **POSITION DETAILS** The...contribute significantly to total compensation, supporting health and wellness, financial well-being, and professional development . We offer… more
- Tompkins Community Bank (Mount Kisco, NY)
- …disciplines to deliver a seamless and holistic client experience. + Deliver personalized financial planning by uncovering client goals, values, and financial ... Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client...building and maintaining client relationships by delivering comprehensive wealth planning and coordinated financial strategies aligned with… more
- CUNY (Bronx, NY)
- …and career counseling to a diverse student population within the college's workforce development and allied health programs. The Student Advisor for Allied ... Pathways (Student Academic Advisor -Sr) is a new role within Workforce Development and Continuing Education (WDCE) that will provide a combination of career and… more
- Comerica (New York, NY)
- …professional trust administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service-driven model. The ... Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic...insight as to specific trust documents and overall estate planning . This position's direct involvement in business development… more
- Research Foundation CUNY (New York, NY)
- …the Borough of Manhattan Community College Center for Continuing Education and Workforce Development is seeking a Resource Advisor /Literacy Case Manager who will ... Job Title: Resource Advisor /Literacy Case Manager PVN ID: BM-2508-006994 Category: Instruction...confidentiality of participant records + Counsel learners on career planning and college enrollment processes + Assist with student… more
- KeyBank (New York, NY)
- …and responsibilities of the bank and to provide well-coordinated estate, tax, and financial planning alternatives to meet client's needs. + Facilitate the ... and independently with clients and families with a broad array of estate and financial planning issues which often arise with UHNW clients (including but not… more
- University of Rochester (Rochester, NY)
- …programs, and support for two fifth-year enrichment programs. Additionally, the advisor may support project development and coordination, create resources ... Advising Services (CCAS); advises students on academic matters including program planning , goal setting, academic progress, policies and procedures; refers students… more
- US Bank (New York, NY)
- …and applicable state insurance license Preferred Qualifications + Extensive knowledge in financial planning , including but not limited to goals-based planning ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning ,… more