- Bank of America (New York, NY)
- …Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire ... is responsible for performing a variety of specialized functions across a Financial Advisor team such as: Business Management, Business Development, Wealth… more
- Bank of America (White Plains, NY)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring...in terms of client needs and concerns, and coach Financial Advisors on aligning solutions to goals… more
- World Insurance Associates, LLC. (Kingston, NY)
- …& HR solutions . Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to ... World Insurance Associates ("World") is a unique financial services organization with a global network of...niche. While your focus is selling commercial lines risk solutions , you also are empowered to help clients with… more
- Bank of America (New York, NY)
- …results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client ... to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and… more
- JPMorgan Chase (New York, NY)
- …everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive ... resources of one of the largest and most respected financial firms in the world. Our small size and...small size and broad scope allow us to customize solutions tailored to clients' specific needs. The Market Executive… 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
- M&T Bank (Buffalo, NY)
- …the delivery of an integrated wealth management offering consistent with individual financial goals of clients. We strive to deliver a reliable, consistent client ... additional responsibilities could include: + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering.… more
- Dow Jones (New York, NY)
- …Management Group harnesses the power of an elite community of the nation's top financial advisors, who collectively manage $9 trillion and use our platforms to share ... in outstanding client outcomes. Our two-decade history of coveted advisor rankings sets the industry standard and serves as...+ Work closely with the team to support the financial workflow for events, supporting the team with event… more
- JPMorgan Chase (New York, NY)
- …and advisor enablement, focusing on bringing our wealth management solutions to market and ensuring their success through targeted campaigns and impactful ... everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive… more
- Raymond James Financial, Inc. (New Hyde Park, NY)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records...calm and professional manner. + Analyze problems and establish solutions in a fast paced environment. + Use mathematics… more