- Foresters Financial Services (Westbury, NY)
- … Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered ... financial institutions. Cetera is the second-largest independent financial advisor network in the nation by...investment adviser services, practice management support and innovative technology. " Cetera … more
- Wells Fargo (New York, NY)
- …research account inquiries and/or issues + Execute various administrative functions for the Financial Advisor (s) and Branch Management including, but not ... (https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related… more
- Bank of America (New York, NY)
- …Credit, Risk Management (FX & Derivatives), Capital Raising & Advisory Services, Wealth Management and Financial Life Benefits. This job is responsible ... teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product… more
- KeyBank (Tarrytown, NY)
- …combination of work/educational background (required) **Tactical Skills** + General knowledge of financial services and wealth management . + Demonstrated ... new client onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor...KPB sales team. + Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the… more
- City National Bank (New York, NY)
- …and financial support and expertise through technological tools and software. * Wealth Management Division: City National Rochdale* As a member of City ... Supports CNR client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and...National Rochdale, the company's Wealth Management group, you will provide white-glove… more
- City National Bank (New York, NY)
- …BUSINESS OVERSIGHT MANAGER I - Entertainment & Sports Banking, Private Banking and Wealth Management * WHAT IS THE OPPORTUNITY? Operational Risk Management ... the entertainment and sports industry. * Private Banking and Wealth Management help clients strategically plan and...as CPA, CIA, etc. * Strong business knowledge of financial services * Understanding of Risk Management /Operational… more
- JPMorgan Chase (New York, NY)
- …+ Experience in financial services across consumer and business banking, wealth and asset management and/or corporate and investment banking JPMorganChase, ... leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a… more
- Citigroup (New York, NY)
- …clients achieve broad financial /investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...in a client's life and business which have significant financial implications. + Serve as a trusted advisor… more
- Bank of America (New York, NY)
- …sales and marketing experience + Knowledge of alternative investments + Understanding of the wealth management industry + Team player with the ability to work ... are guided by a common purpose to help make financial lives better through the power of every connection....+ Collaboration + Presentation Skills + Prospecting + Referral Management + Wealth Planning + Referral Identification… more
- Citigroup (New York, NY)
- …clients achieve broad financial /investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...in a client's life and business which have significant financial implications. + Serve as a trusted advisor… more