- Edward Jones (Greenwich, NY)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... see them coming a mile away. You and your financial advisor are essential in working together...every step of the way, providing:** + Comprehensive 6-month training including an experienced peer to help mentor you… more
- CUNY (New York, NY)
- …administrative functions in consultation with the Principal Investigator/Faculty Advisor , while providing basic program information, registration instructions, and ... staff, under the oversight and supervision of the PI/faculty advisor + Help identify best office practices for the...complete and submit all required NYSED reports + Provide training and assist with professional and curriculum development in… more
- JPMorgan Chase (New York, NY)
- …working 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 ... training program. For the entirety of the Advisor Training Program, you'll have ongoing formal...and estate planning. Our advisors help clients achieve their financial goals by delivering the right solutions and services… more
- Foresters Financial Services (Westbury, NY)
- …financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as ... broker-dealers encompassing, among others, Cetera Advisors (https://www.ceteraadvisornetworks.com/welcome) , Cetera Advisor Networks (https://www.ceteraadvisornetworks.com/welcome) , Cetera Financial Institutions,… more
- Raymond James Financial, Inc. (New York, NY)
- …through education, experience or certification to develop affiliations with advisor and/or financial planning professionals/organizations to recruit advisors ... activities to expand network of business contacts. + Maintain currency in investment advisor and/or financial planner services and products. + Partner with other… 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
- CVS Health (Peekskill, 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 ... + Seek out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer needs, effective upselling… more
- TD Bank (New York, NY)
- …business, customizing a broad range of products and services to meet the financial needs of TD's customers. The job acquires, develops and manages commercial banking ... 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
- 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
- HUB International (New York, NY)
- …HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Deputy Chief Compliance and ... and Risk Officer in implementing, updating, and maintaining SEC investment advisor and/or FINRA compliance policies and procedures. This means assisting in… more