- Wells Fargo (New York, NY)
- …wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Assist Financial Advisor (s) with sales , service, and ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- Bank of America (Staten Island, NY)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...66) licenses** + Two years' experience working in the financial service industry and/or a sales environment… more
- Edward Jones (Watkins Glen, NY)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...experience within the securities/ financial services industry + Financial services and/or sales experience + … more
- Bank of America (Brooklyn, NY)
- Financial Solutions Advisor Registration Candidate - Crown Heights Financial Center Brooklyn, New York **To proceed with your application, you must be at ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Brooklyn/ Financial -Solutions- Advisor -Registration-Candidate Crown-Heights- Financial -Center\_25035819) **Job Description:** At… more
- KeyBank (Fishkill, NY)
- …SHOULD LIVE IN OR AROUND THE AREA TO BE CONSIDERED **Job Summary** The Merchant Sales Advisor serve as integral member of the Key Merchant Services sales ... relationships with payment and card processing needs, the Merchant Sales Advisor assists as part of the...in English and Spanish preferred. **Tactical Skills** + Strong financial acumen including the ability to read and understand… more
- Santander US (Staten Island, NY)
- Financial Advisor - Centralized, Staten Island,... sales results and long-term client satisfaction. The Financial Advisor will be located within a ... interested in exploring the possibilities **We Want to Talk to You!** The Financial Advisor - Centralized is responsible for identifying needs, understanding… more
- Thrivent Financial (New York, NY)
- …you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding ... or looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed.… more
- Bank of America (Buffalo, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional… more
- City National Bank (New York, NY)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE...work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The ... OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of...team's "book of business", with the FA focused on sales , client service responsibilities, and teaming with CNB colleagues… more
- Atria Wealth Solutions (Corning, NY)
- … Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base ... solutions to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are...U-4 and Background + Two or more years of sales experience in the financial services industry,… more