- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial ... The ideal candidate has a strong understanding of the Financial Advisor role and the ability to...of products and applications including, but not limited to; Advisor Services , Wealth Planning & Advice, Goal… more
- Edward Jones (Greenwich, NY)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... see them coming a mile away. You and your financial advisor are essential in working together...+ **Account Management:** Aptitude to learn and understand the financial services industry. Includes account opening, handling… more
- JPMorgan Chase (New York, NY)
- …and Skills:** + US-qualified lawyer with minimum 10 years of experience in financial services regulatory matters. + Strong knowledge of US AML/KYC regimes ... Join JPMC's dynamic team as a Global Financial Crimes Legal Advisor , where your...manages legal and other risks, advises on products and services , interprets laws and regulations that impact the firm,… more
- JPMorgan Chase (New York, NY)
- …Relationship Manager within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with ... their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong...of products and applications including, but not limited to; Advisor Services , Wealth Planning & Advice, Goal… more
- Bank of America (New York, NY)
- …termination. The Client and Investment Management Specialist is responsible for supporting the Financial Advisor (s) and/or Advisor Team(s) overall client and ... 65 in lieu of 66) registrations; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support** **Must maintain at… more
- Foresters Financial Services (Westbury, NY)
- …Apply Description What we need: This role supports the Registered Financial Services Sales Representative's business with day-to-day administrative assistance ... financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as… more
- JPMorgan Chase (New York, NY)
- …a diverse suite of products and applications including, but not limited to: Advisor Services , Wealth Planning & Advice, Goal Based planning, liabilities ... Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication...of Word, PowerPoint, and Excel Chase is a leading financial services firm, helping nearly half of… more
- 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
- Bank of America (New York, NY)
- …and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial ... of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service...+ Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside… 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 ... Description The Selling Partner Services (SPS) team is looking for a Finance...to help reduce costs, acting as the trusted finance advisor for the organization on complex, confidential projects, while… more