- JPMorgan Chase (New York, NY)
- …Equity Professional (CEP) certification is preferred. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to ... Join JP Morgan Workplace Solutions as an Advisor Engagement Manager...with participants across wealth levels, piquing interest in broader financial planning benefits. + Develop and manage leads management… more
- Edward Jones (Syracuse, NY)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial … 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
- City National Bank (New York, NY)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... financial information while ensuring that clients understand the solutions being provided. * Maintain all appropriate training and...Minimum 3 years experience in investment sales * FINRA Series 7 and 63 and 65 or 66 *Additional… more
- Robert Half Finance & Accounting (Utica, NY)
- …for immediate consideration. About the Role We are seeking a motivated and client-focused Financial Advisor to join our team. In this role, you will provide ... and Utica locations. Whether you are a recently licensed advisor or have been practicing for years, there is...Active securities and advisory licenses ( Series 7, Series 65/66, or equivalent). Required + Certified Financial… more
- TD Bank (Middle Village, 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 ... financial advisors or planners who will be providing financial planning guidance & selling investment management solutions...of providing advice, planning and investment sales + SIE, Series 7, Series 63 required + Required… more
- Thrivent Financial (New York, 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
- Bank of America (Buffalo, NY)
- …the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland;...prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America… more
- TD Bank (Flushing, 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, ... financial advisors or planners who will be providing financial planning guidance & selling investment management solutions...of investment products and services + Required Registrations: SIE, Series 7 and Series 65/66 required -… 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 ...financial services culture preferred Certificates, Licenses, Registration + Series 7 and 63 required + Series … more