- Stony Brook University (Stony Brook, NY)
- Enrollment Success & Financial Wellness Senior Advisor **Required Qualifications (as evidenced by an attached resume):** Master's degree (foreign equivalent or ... Aid Administrator (FAAC) designation. Experience with Oracle Campus Solutions (PeopleSoft) as a Financial Aid Management...are seeking a dedicated and knowledgeable Enrollment Success & Financial Wellness Senior Advisor to join our… more
- TD Bank (Middle Village, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Trainee (FA Trainee) role is intended to be a ... set of skills to qualify for the role of Financial Advisor Associate (FAA) in the expected...provides direct sales and fulfillment of insurance and annuity solutions , where suitable + Able to provide TD Bank… more
- Thrivent Financial (Albany, NY)
- …you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding ... a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent...500 company that offers a full range of expert financial solutions , serving more than 2 million… more
- JPMorgan Chase (New York, NY)
- …with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will ... and skills** + At least 2 years in a Financial Advisor role or equivalent financial...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… more
- Bank of America (Melville, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America… more
- Guardian Life (New York, NY)
- As a Senior Manager, External Communications - Financial Advisor Network, you will shape and lead a scalable communications and PR program that empowers our ... **Reporting relationships:** You will report to the External Communications Lead, Client Solutions and Wealth Management and Financial Protection and Retirement … more
- Bank of America (New York, NY)
- Brokerage Services Financial Advisor New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... results focused and effective. **Job Description:** The Merrill Advisory Group (MAG) Financial Advisor (FA) is a fully licensed, non-commission based retail… more
- JPMorgan Chase (New York, NY)
- …level of competitiveness + Series 7, Series 63 JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... the way that's best for them. As a Platform Solutions Internal Client Advisor within JP Morgan...wealth and asset management industries, tax management, custody and/or financial technology and all facets of RIA business management,… more
- M&T Bank (Buffalo, NY)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area ... + Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and… more
- M&T Bank (Buffalo, NY)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and ... + *Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and… more