- JPMorgan Chase (New York, NY)
- …Relationship Manager within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with ... for advisors and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients,… more
- CUNY (New York, NY)
- …administrative functions in consultation with the Principal Investigator/Faculty Advisor , while providing basic program information, registration instructions, and ... tutors, and office staff, under the oversight and supervision of the PI/faculty advisor + Help identify best office practices for the TESOL Program, and work… more
- Principal Financial Group (Albany, NY)
- …Hands-on experience developing software solutions for wealth management platforms or financial services applications. **Additional Preferred Skills:** + Advanced ... of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain… more
- Tompkins Community Bank (Ithaca, NY)
- …years' of prior administrative and/or three (3) years' of prior customer service experience preferred , in the financial industry, a plus. + Detail oriented with ... Officers focused on client experience and business development; ensure Wealth Advisor /Trust Officer is in compliance with rules and regulations. + Execute… more
- JPMorgan Chase (New York, NY)
- …7, Series 66 required ** Preferred qualifications, skills, and capabilities:** + CFP preferred Chase is a leading financial services firm, helping nearly half ... you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts...advisors in a Goals-Based Approach to Investing + Field advisor requests and identify how the request should be… more
- JPMorgan Chase (New York, NY)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... requests, and attending client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units… more
- JPMorgan Chase (New York, NY)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... requests, and attending client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units… 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
- Bank of America (New York, NY)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- World Insurance Associates, LLC. (Farmingville, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of...& HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and… more