- Bank of America (New York, NY)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... sales practice activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the… more
- Citigroup (New York, NY)
- … services organization + Knowledge and experience serving as a key strategic / financial advisor and partner to executive level business leaders + Extensive ... overall Finance objectives. The LFO is also a strategic advisor to the Private Bank business team. **Responsibilities** +...financial management experience, including financial planning… more
- JPMorgan Chase (New York, NY)
- …responsibilities:** + **Act as a Trusted Advisor :** Serve as a key advisor to the leadership team, offering strategic financial and business management ... strategy and transformation around functions talent strategy and driving financial and business management, enabling alignment with organizational goals, and… more
- Bank of America (New York, NY)
- …focused and effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client ... relationship process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing… more
- City National Bank (New York, NY)
- …CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...Ultra High Net Market markets * Working knowledge of financial planning , investment and/or HNW economic issues… more
- Guardian Life (New York, NY)
- … financial professionals in identifying, positioning, and closing complex planning opportunities with affluent clients. This role partners closely with external ... suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist plays a...is measured by GDC growth within targeted segments and advisor engagement across the HNW planning continuum.… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from Financial ... written industry and company specific reports upon request to Financial Advisor . + Assists in development of...procedures used in the industry. + Principles of estate planning , trusts and securities industry operations. + Financial… more
- Hillside Family of Agencies (Rochester, NY)
- …(HCC). The role ensures that all contractual agreements align with legal, financial , and operational standards, while minimizing risk to the organization. This role ... the Executive Directors, Vice Presidents, Chief Operating Officer and Legal Advisor . Essential Job functions + Lead the development, implementation and continuous… more
- Wells Fargo (New York, NY)
- At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at ... team focuses on several key risk types, including conduct, credit, financial crimes, information security, interest rate, liquidity, market, model, operational,… more
- Amazon (New York, NY)
- …and Customers. If you are interested in risk management, compliance, and acting as a financial advisor to a organization stopping crime, this is the role for ... cross-team decisions to help reduce costs, acting as the trusted finance advisor for the organization on complex, confidential projects, while maintaining a high… more