- KeyBank (Tarrytown, NY)
- …**Licenses and Certifications** + FINRA Series 7 and 66 (or 63 & 65) ( preferred ) + Certified Financial Planner (CFP) ( preferred ) + Certified Investment ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's...(CIMA) ( preferred ) + Certified Public Accountant (CPA) ( preferred ) + Chartered Financial Analyst (CFA) (… more
- JPMorgan Chase (New York, NY)
- …enhance the investment platform, focusing on improving client outcomes and advisor experiences. The team collaborates extensively with various stakeholders and ... areas to enhance our expansive investment product offering and advisor toolset. Through the enhancements you curate, you will...Minimum of 5 years of experience in wealth management, financial services, or a related industry, with a focus… more
- JPMorgan Chase (New York, NY)
- …As a Senior Product Associate, where you'll lead the integration of Frosch leisure advisor tools and systems into the Chase Travel environment. Your mission will be ... to deliver world-class advisor tools that elevate the travel experience and bring Chase Travel benefits to our clients. You'll spearhead product strategy and… more
- JPMorgan Chase (New York, NY)
- …on a global team that is passionate about personalizing client and advisor -facing experiences, focusing on Wealth Management Personalization, to help both the client ... the opportunity to help people invest on their own or with an advisor , informed by industry-leading proprietary research and third-party market data, tools, and… more
- Amazon (New York, NY)
- …and Customers. If you are interested in risk management, compliance, and acting as a financial advisor to a organization stopping crime, this is the role for ... cross-team decisions to help reduce costs, acting as the trusted finance advisor for the organization on complex, confidential projects, while maintaining a high… more
- Citizens (Rochester, NY)
- …7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... be responsible for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating… more
- Citigroup (New York, NY)
- …position responsible for serving as subject matter expert and key legal advisor to business stakeholders, functional partners, and the Legal Management Committee by ... role is not a manager. **Responsibilities:** + Serve as a partner and advisor on mergers, acquisitions, divestitures (including sell downs or spin offs), strategic… more
- CVS Health (New York, NY)
- …Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to ... out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer...Spanish. + Must be at least 18 years old ** Preferred Qualifications** + Prior Beauty Sales Experience + Current… more
- JPMorgan Chase (New York, NY)
- **About JP Morgan:** JP Morgan is a global leader in financial services, committed to delivering exceptional solutions and advice to meet our clients' needs ... for our clients and the firm, making us the most respected financial institution globally and offering outstanding career opportunities. **About US Private Bank… more
- Heritage Financial Credit Union (Middletown, NY)
- …NY (http://maps.google.com/maps?q=25+Rykowski+Lane+Middletown+NY+USA+10941) Description Come join Heritage Financial Credit Union's Internal Audit Team as ... audit and compliance expertise to drive meaningful change in a mission-driven financial institution that values integrity, innovation, and member trust? Are you… more