- JPMorgan Chase (New York, NY)
- …As a Senior Product Associate, where you'll lead the integration of Frosch leisure advisor tools and systems into the Chase Travel environment. Your mission will be ... to deliver world-class advisor tools that elevate the travel experience and bring...employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness… more
- JPMorgan Chase (New York, NY)
- …on a global team that is passionate about personalizing client and advisor -facing experiences, focusing on Wealth Management Personalization, to help both the client ... the opportunity to help people invest on their own or with an advisor , informed by industry-leading proprietary research and third-party market data, tools, and… more
- JPMorgan Chase (New York, NY)
- …enhance the investment platform, focusing on improving client outcomes and advisor experiences. The team collaborates extensively with various stakeholders and ... and other areas to enhance our expansive investment product offering and advisor toolset. Through the enhancements you curate, you will improve the day-to-day… more
- JPMorgan Chase (New York, NY)
- …in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client ... a five-week immersive global training program. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as… more
- Citizens (Rochester, NY)
- …66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison between ... for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating all prospecting… more
- Hudson Valley Community College (Troy, NY)
- …degree and certificate programs in three schools: Business and Liberal Arts; Health Sciences; and Science, Technology, Engineering and Math (STEM). Hudson Valley is ... and two (2) years of experience as an academic counselor/ advisor at the postsecondary level. Master's Degree and experience...offers a competitive benefit package which includes low cost health insurance and a generous leave policy. To apply,… more
- Foresters Financial Services (Westbury, NY)
- …School diploma or equivalent + Some college preferred + FINRA licensing required (S6/S63/Life/ Health ) with in 12months of hire. Training will be provided. + Strong ... in the financial lives of individuals across the country. Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles,… more
- Wells Fargo (New York, NY)
- …. **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- TD Bank (New York, NY)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... the divisional annual plan + Acts as lead audit advisor to management and respective teams for area of...incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid… more
- Wells Fargo (New York, NY)
- …and Investment Management (WIM) leads the strategy, design and prioritization of the Advisor Desktop experience and Advisor tools to enable growth across WIM's ... full-service and independent advisor channels. The team drives close collaboration across all...following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off… more