- Bank of America (New York, NY)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring...+ Business Operations Management + Client Solutions Advisory + Planning + Talent Development + Written Communications… 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 ... Engagement Strategy:** Create and execute an organizational engagement strategy, including the development of town hall content, event planning , and talking… more
- City National Bank (New York, NY)
- …CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...Ultra High Net Market markets * Working knowledge of financial planning , investment and/or HNW economic issues… more
- City of New York (New York, NY)
- …recruitment, position classification, personnel relations, employee benefits, staff development , employment program planning /administration, labor market ... from physical or mental injury, neglect , maltreatment, or financial exploitation; are in need of protection from actual...these units. The Executive Director serves as a chief advisor to the APS Deputy Commissioner on all matters… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …issues. + Prepares customized written industry and company specific reports upon request to Financial Advisor . + Assists in development of financial ... written industry and company specific reports + Assists in development of financial models for revenue and...+ Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from… more
- Hillside Family of Agencies (Rochester, NY)
- …with the Executive Directors, Vice Presidents, Chief Operating Officer and Legal Advisor . Essential Job functions + Lead the development , implementation and ... (HCC). The role ensures that all contractual agreements align with legal, financial , and operational standards, while minimizing risk to the organization. This role… more
- Guardian Life (New York, NY)
- … financial professionals in identifying, positioning, and closing complex planning opportunities with affluent clients. This role partners closely with external ... suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist plays a...is measured by GDC growth within targeted segments and advisor engagement across the HNW planning continuum.… more
- AON (New York, NY)
- …Managing Director to join our leadership team and help to accelerate the development of our advisory business focused on clients in the insurance industry and ... with a particular focus on Private Equity and other financial sponsors in the insurance vertical. This unique opportunity is a crucial part of scaling a leading,… more
- JPMorgan Chase (New York, NY)
- …facet of wealth management, including investments, lending, banking, and trust and estate planning . Our advisors help clients achieve their financial goals by ... then we have the role for you. Joining our Advisor Training Program means you will be joining a...and analysis, using our proprietary models, assist with product development and portfolio construction. You'll be encouraged to network… more
- Raymond James Financial, Inc. (New York, NY)
- …Supplies technical estate tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews trusts, wills and other ... working relationships through communication and personal meetings with the client the Financial Advisor and the client's professional legal and tax advisors.… more