- JPMorgan Chase (Brooklyn, NY)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management, you ... customers want. You will lead a team of a Financial Advisors who service a wide range of clients,...capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track… 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
- Guardian Life (New York, NY)
- …a team of retirement and benefits professionals and serves as a key advisor on plan design, colleague engagement, and regulatory matters. With deep expertise in ... retirement plan strategy and a passion for improving financial wellness, you will shape the future of Guardian's...trends in retirement benefits. + Serve as a strategic advisor during HR and enterprise-wide initiatives (eg, total rewards… 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
- 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 ... strategy and transformation around functions talent strategy and driving financial and business management, enabling alignment with organizational goals, and… more
- AON (New York, NY)
- …findings and solutions. + Communicate externally on daily basis as trusted advisor with private equity firms, target companies or their representatives. + Execute ... input on insurance coverage, claims history, insurance-related collateral, insurance-related financial expense, surety bonds and insurance sections of the draft… more
- Excellus BlueCross BlueShield (Buffalo, NY)
- …account handling. This includes but is not limited to acting as a strategic advisor to support clients in the decision-making process relative to benefit design, ... financial impacts, member experience, and industry trends. The incumbent...and assist with retention activities as a trusted Labor Advisor . For Ancillary Accounts: positions in this area are… 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
- 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)
- …in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client ... a five-week immersive global training program. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as… more