- Guardian Life (New York, NY)
- …while supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and ... **You have** + Minimum 3-5 years' recent experience in financial services fraud investigations + Series 7 and CAMS and/or CFE designation strongly preferred (or… more
- Guardian Life (New York, NY)
- … Advisor (RIA), which offers clients an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist ... in driving growth within our wealth management business by supporting financial professionals in identifying, positioning, and closing complex planning opportunities… more
- Bank of America (New York, NY)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- JPMorgan Chase (New York, NY)
- …a plus. + FINRA Series 7, 63. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, ... of trusted relationships with leading wealth managers by delivering private market solutions . The Head of Private Wealth Alternatives (PWA), Client will oversee the… more
- ADP (Melville, NY)
- …points for these:** _Preferred Qualifications_ + Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority (FINRA) Series 6 and 63 ... Services** . + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Are...this role, you will sell ADP's Retirement Services 401(k) solutions . With a little help from our top-notch sales… more
- Citigroup (New York, NY)
- …responsible for helping to educate Citi Wealth's global banker, investment counselor and financial advisor base on existing and newly launched opportunities to ... Conduct training sessions and follow ups for bankers, investment counselors, and financial advisors for newly launched investment offerings. + Provide verbal and… more
- City National Bank (New York, NY)
- …generation and organization experience * 1 to 2 years to complete licensing: Series 7, 66 * Master financial modeling system *Compensation* Starting base ... this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainment clients… more
- Citigroup (New York, NY)
- …in a fast-paced environment and maintain high degree of interaction with the Financial Advisor , Relationship Managers and Wealth Executives. + When appropriate, ... coaching to Advisors and Relationship Managers to deliver planning solutions around the pillars of Financial Planning,...support the firm's clients in addressing a spectrum of financial and investment needs: + FINRA Series … more
- JPMorgan Chase (New York, NY)
- …7 and 63 required + Bachelor's degree required JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... JPMorgan Asset Management (JPMAM) helps institutional and individual clients meet their financial goals by providing industry leading investment solutions . We… more
- Neuberger Berman (New York, NY)
- …experience in the financial services industry. + An undergraduate degree and Series 7 and 66 licenses (required within the first 180 days). + Additional ... with access to a deep breadth of customized investment solutions , the platform is truly unique in the industry....a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience… more