- TD Bank (New York, NY)
- …and provides regional coverage for a multi-state geography. As the senior most lending sales officer, the Senior Wealth Lending Advisor supports new products as ... services experience in a production capacity (ie track record for meeting sales goals) required + Strong credit and financial analysis skills; formal… more
- Truist (New York, NY)
- … financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and ... with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. This position is paid… more
- Bank of America (Jamaica, NY)
- Financial Solutions Advisor - Consumer Investments - Greater Queens NY Market Jamaica, New York;Flushing, New York; Jackson Heights, New York; Long Island City, ... Has at least one year experience working in the financial service industry and/or a sales environment...where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner… more
- TD Bank (Rego Park, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... for financial advisors or planners who will be providing ...model/experience for MA clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client… more
- Bank of America (New York, NY)
- Financial Solutions Advisor Stage II -...Has at least one year experience working in the financial service industry and/or a sales environment ... + At least three years' experience working in the financial service industry and/or a sales environment...where goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner… more
- Bank of America (Yonkers, NY)
- Financial Solutions Advisor - Consumer Investments - Westchester / Bronx Market Scarsdale, New York;White Plains, New York; Bronx, New York; Bronxville, New ... Has at least one year experience working in the financial service industry and/or a sales environment...where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner… more
- Zebra Technologies (Holtsville, NY)
- …our people, our customers, and the world. Let's create tomorrow together. The Financial Advisor will be instrumental in supporting the Inventory Management team ... by providing comprehensive financial analysis, modeling, and strategic insights. This role is...degree in Accounting, Finance or related field required. Appropriate professional qualification / certification to practice finance in country… more
- Bank of America (Bronx, NY)
- …and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, ... Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of… more
- Zebra Technologies (Holtsville, NY)
- …signoff bring to close any action necessary * Develops, interprets and implements financial concepts and information for financial planning and control * Manages ... technical analysis to determine present and future financial performance * Utilizes expertise to perform economic research and studies * Provides guidance to less… more
- Neuberger Berman (New York, NY)
- The Institutional Client Service Advisor ("CSA") role is an important relationship management and servicing role within Neuberger Berman's North America (NA) ... institutional business. Each Institutional Client Service Advisor is paired with a Client Advisor (s)...+ Exhibits a high degree of integrityand interest in financial markets and investment strategy + Ability to work… more
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