- Cherry Bekaert (Albany, NY)
- …in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community ... and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income… more
- KeyBank (Brewster, NY)
- …the Branch team. Engage in person licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank ... will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions… more
- Atria Wealth Solutions (Corning, NY)
- …Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in Corning, NY, and the surrounding areas. ... services, assess the objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes market conditions and… more
- Neuberger Berman (New York, NY)
- …oversight responsibility for fiduciary relationships for trusts, estates and investment management clients. + Day-to-day interaction with clients (internal and ... external) on all account matters, including legal, tax, investment , and general administration of their accounts. + Active participant in investment and… more
- TD Bank (New York, NY)
- …is an integral part of the full suite of services we offer under Investment Banking. Our Investment Banking professionals provide corporate clients with capital ... boutique-type operation, while being part of a major global investment dealer. Confidence in our US operations stems from...Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them… more
- BlackRock (New York, NY)
- **About this role** BlackRock is one of the world's leading providers of investment , advisory, and risk management solutions, including Aladdin, our investment ... platform used by BlackRock and delivered to our clients to unify the investment management process across public and private markets. It integrates risk, … more
- JPMorgan Chase (New York, NY)
- …for assigned sectors. * Perform independent credit risk on issuers to identify relative value and investment opportunities with an entrepreneurial mindset. ... expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary… more
- KeyBank (Cheektowaga, NY)
- …member of the Branch team. Engage licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank ... will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions… more
- TD Bank (Flushing, NY)
- …or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to leverage their experience ... Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as… more
- S&P Global (New York, NY)
- …Market Valuation professionals assist clients in the post-trade valuation of alternative investments , specifically for debt and equity positions for which there are ... deliver a range of valuation services specifically to the alternative investment community including private equity, private credit, real estate, infrastructure,… more