- JPMorgan Chase (New York, NY)
- …centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total ... solutions to both domestic and multinational corporations, as well as, Financial Intermediaries. Our global investment solutions are delivered to clients through… more
- JPMorgan Chase (New York, NY)
- …centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total ... then we have the role for you. Joining our Advisor Training Program means you will be joining a...and estate planning. Our advisors help clients achieve their financial goals by delivering the right solutions and services… more
- JPMorgan Chase (New York, NY)
- …content updates as needed + Act as a reliable right hand to the lead advisor ; screen messages, flag urgent issues, and support daily operations and be able ... to step in to manage client needs during advisor absences + Attend industry webinars and training to...retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details… more
- HUB International (New York, NY)
- …annual ADV process including data collection and completion of the ADV forms with support of operations and advisor staff. + Participate in the investment due ... enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is one of… more
- TD Bank (New York, NY)
- …portfolios, customizing a broad range of products and services to meet the financial needs of TD's customers. This role acquires, develops and manages commercial ... with a focus on growing the portfolio by providing financial solutions and developing new business from both existing...existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment,… more
- WSP USA (New York, NY)
- …Opportunity WSP is currently initiating a search for an **Advisory & Planning (A&P) Strategic Advisor ** . Be involved in projects with our A&P Business Line and be a ... Property & Buildings, Power & Energy, and Federal end-markets. The **Strategic Advisor 's** activities will be externally focused including the developing and growing… more
- City National Bank (New York, NY)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… 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
- JPMorgan Chase (Brooklyn, NY)
- …policy changes, and rules implementation. + Execute ad-hoc analysis and presentations in support of financial and strategic goals. + Partner with Capital Policy, ... centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total… 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