- JPMorgan Chase (New York, NY)
- …suite of solutions for every client. The **Practice Management and Advisor Development team** is responsible for delivering subject matter expertise on all ... 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
- Tompkins Community Bank (Pittsford, NY)
- Overview The Wealth Advisor III is responsible for maintaining existing client relationships and growing their portfolio by building new client relationships. This ... of sophisticated wealth management practices and investment strategies. The Wealth Advisor III will create and deliver comprehensive wealth plans and coordinated… more
- JPMorgan Chase (New York, NY)
- …preferred and/or related sales leadership experience JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to ... individual clients from all over the globe meet their financial goals by providing industry leading investment solutions...with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will… more
- Microsoft Corporation (New York, NY)
- …lead, and challenge strategic decision makers to take action and implement the proposed solutions using a compelling storyline and a financial business case (eg, ... and partner sales team** envisions new possibilities for our clients, positioning solutions that result in targeted business outcomes, driving revenue growth for… more
- Wells Fargo (New York, NY)
- …focuses on training, troubleshooting, and optimizing the use of eMoney to enhance advisor efficiency and client experience while helping Financial Advisors with ... **About this role:** Wells Fargo is seeking an eMoney Advisor Planning Consultant to join our Advisor ...Planning Consultant serves as a subject matter expert on financial planning technology and workflows, leveraging the eMoney platform… more
- Tompkins Community Bank (Mount Kisco, NY)
- Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client relationships by delivering comprehensive wealth planning and ... coordinated financial strategies aligned with each client's goals and values....goals and values. This role serves as a key advisor and team collaborator, integrating investment, banking, trust, and… more
- Nuveen Investments (Albany, NY)
- **Wealth Advisor ** Supported with a robust array of resources and solutions , The Wealth Advisor is part of a team who partners with clients to identify their ... develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book… more
- JPMorgan Chase (New York, NY)
- …markets * Experience building AI solutions JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... the rapidly growing Alternatives business within AWM, focused on building digital solutions that help clients discover and manage Alternative investments to further… more
- Citigroup (New York, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and...center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth… more
- University of Rochester (Rochester, NY)
- …welcoming and supportive of staff of all backgrounds and experiences. The Academic Advisor manages an assigned caseload of advisees over a four-year period from ... students through the major declaration process, answers general questions regarding financial aid, and monitors progress toward the degree. Proactively assists… more