- Citigroup (New York, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) ... The Wealth Relationship Manager SAFE Act is a seasoned professional...of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. +… more
- Citigroup (Huntington, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +… more
- Citigroup (Hewlett, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +… 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...identifying the best people for the job. + Strong relationship management and negotiation skills via a phone channel… more
- Raymond James Financial, Inc. (Plattsburgh, NY)
- **Job Summary** We are seeking a Financial Advisor to join our team who has a shared vision of clients being our main priority. The successful candidate must be ... responsible, confident, self-motivated and a team player. The Financial Advisor is responsible for entering client trades, servicing client requests, and… more
- Wells Fargo (Syracuse, NY)
- **About this role:** Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo ... training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Private Client… more
- TD Bank (Flushing, 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 forgivable ... draw, for financial advisors or planners who will be providing ...contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping… more
- TD Bank (Brooklyn, 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 ...contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping… more
- Kestra Financial (Wappingers Falls, NY)
- …account reviews, report generation and meeting documentation/notes + Consult with lead advisor on investment strategies based on individual financial and ... The Associate/Service Advisor reports to the Lead Advisor ... and serves as the primary contact for customer relationship management and account servicing. This position requires a… more
- Bank of America (Rochester, NY)
- …Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of ... Credit Solutions Advisor - Southtown Rochester, New York **To proceed...are guided by a common purpose to help make financial lives better through the power of every connection.… more