- Research Foundation CUNY (New York, NY)
- Job Title: Advisor - CUNY EDGE Program PVN ID: BM-2511-007095 Category: Instruction and Social Service Location: BOROUGH OF MANHATTAN C. C. Job Description General ... to promote student progress from admission through graduation. Reporting to the Director, the Advisor is a key member of the CUNY EDGE team responsible for advancing… more
- SUNY Schenectady County Community College (Schenectady, NY)
- …Description: SUNY Schenectady County Community College is seeking a full-time Outreach Advisor in the TRIO Student Support Services program. Reporting to the ... Director of TRIO Student Support Services, the Outreach Advisor provides educational, career, and personal advisement, outreach, and referral services to eligible… more
- CUNY (New York, NY)
- Academic Advisor (Multiple Positions)- Transfer Student Success Center, Division of Student Affairs **POSITION DETAILS** Hunter College seeks motivated and ... helping them understand degree requirements, transfer credit evaluations, and academic planning + Maintain accurate advising notes and student records in the… more
- Citigroup (New York, NY)
- …clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills + Respond to ... through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment...Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred + Basic understanding… more
- US Bank (New York, NY)
- …and applicable state insurance license Preferred Qualifications + Extensive knowledge in financial planning , including but not limited to goals-based planning ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning ,… more
- TIAA (Albany, NY)
- … landscape and develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow ... **Wealth Advisor ** Supported with a robust array of resources...issues, liquidity needs and tax implications to devise customized financial plans. + Reviews client information, including financial… more
- JPMorgan Chase (New York, NY)
- …understanding of their wealth and objectives. **Job Responsibilities** + Serve as an advisor to clients on personal planning matters + Identify opportunities for ... your career to the next level. As a Wealth Advisor in the US Private Bank, you will help...that our clients' estate, income, tax, philanthropic, and other planning needs are identified and met through a comprehensive… more
- JPMorgan Chase (New York, NY)
- …engaging digital experience for our clients. + Significantly enhance the JPMorgan advisor 's experience and their ability to service clients by seamlessly blending ... alternatives with traditional asset classes including portfolio planning tools, performance reporting, and marketing of new opportunities. We are early in our… more
- UMB Bank (Albany, NY)
- …an equivalent background **_PREFERRED:_** + College Degree + One advanced degree relative to financial & estate planning + Juris doctorate + CTFA or CFP ... **Trust Advisor I** Builds long-term client relationships through quality...for other bank products and services. + Provides solution-oriented planning for clients + Coordination of wealth and estate… more
- Citigroup (Brooklyn, NY)
- …relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills + Respond to ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role....Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred + Basic understanding… more