- Atria Wealth Solutions (Corning, NY)
- … Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base ... members to promote the solutions to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are not limited to, the following:… more
- Santander US (Staten Island, NY)
- Financial Advisor - Centralized, Staten Island, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in ... the possibilities **We Want to Talk to You!** The Financial Advisor - Centralized is responsible for...and actively participates in sales meetings, training initiatives, and planning sessions related to the development and growth of… more
- Citizens (New York, NY)
- …internal stakeholders and specialists in delivering a variety of services, including financial planning , investment management, insurance, and estate planning ... existing relationships through partnership referrals. + Tailor wealth management planning to meet client needs. + Utilize the knowledge...employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… 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 financial planning guidance & selling investment management solutions. A Transitional FA will need… more
- TD Bank (West Babylon, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a draw, for ... financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their… more
- Bank of America (New York, NY)
- Financial Solutions Advisor - Manhattan Central Market New York, New York;New York, New York; New York, New York **To proceed with your application, you must be ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/ Financial -Solutions- Advisor Manhattan-Central-Market\_25036092) **Job Description:** Please note that… more
- Kestra Financial (Wappingers Falls, NY)
- …including managing client needs regarding service, asset allocation, case design and financial planning + Responsible for client meeting preparation and ... report generation and meeting documentation/notes + Consult with lead advisor on investment strategies based on individual financial...in client reviews + Manage data and plans in financial planning software + Learn the technical… more
- CUNY (New York, NY)
- ACE Academic Advisor (HEa) - 2 Vacancies **POSITION DETAILS** The City College of New York is currently accepting applications for the position of ACE Academic ... Advisor . Launched in Fall 2023, the CCNY ACE program...incoming transfer students by providing comprehensive academic, career, and financial support services. As the program enters a new… more
- JPMorgan Chase (New York, NY)
- …equity awards with participants across wealth levels, piquing interest in broader financial planning benefits. + Develop and manage leads management processes, ... Join JP Morgan Workplace Solutions as an Advisor Engagement Manager to lead the practice management...(CEP) certification is preferred. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to… more
- Tompkins Community Bank (Mount Kisco, NY)
- …disciplines to deliver a seamless and holistic client experience. + Deliver personalized financial planning by uncovering client goals, values, and financial ... Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client...building and maintaining client relationships by delivering comprehensive wealth planning and coordinated financial strategies aligned with… more