• Merrill Financial Solutions Advisor…

    Bank of America (New York, NY)
    …the necessary training and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors... and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network… more
    Bank of America (05/29/25)
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  • Financial Advisor - New York City…

    Thrivent Financial (New York, NY)
    …for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed. + Motivated ... and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a...at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment… more
    Thrivent Financial (05/14/25)
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  • Associate/Support Advisor

    Kestra Financial (Wappingers Falls, NY)
    …generation and meeting documentation/notes + Consult with lead advisor on investment strategies based on individual financial and investment objectives; ... annuities, insurance, and managed accounts + Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration +… more
    Kestra Financial (05/17/25)
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  • Internal Advisor Recruiter

    Wells Fargo (New York, NY)
    …+ Strong prospecting, outbound sales, recruiting, negotiation, and influence skills + Financial Advisor recruiting experience + Financial services industry ... an Internal Advisor Recruiter to join our Advisor Recruiting team within Wealth and Investment ...of the Firm by attracting the most successful, experienced Financial Advisors across all Wells Fargo Advisors channels. As… more
    Wells Fargo (05/28/25)
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  • Investment Portfolio Associate

    Raymond James Financial, Inc. (Locust Valley, NY)
    …to identify client goals and tolerances. * Assists with developing individualized client investment strategy for Financial Advisor . * Responds to inquiries ... written industry and company specific reports upon request to Financial Advisor . * Assists in development of... investment managers' reviews by third party and independent investment manager searches. * Generates periodic… more
    Raymond James Financial, Inc. (05/09/25)
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  • Lead Product Manager - Wealth & Investment…

    Wells Fargo (New York, NY)
    …and Advisor tools to enable growth across WIM's full-service and independent advisor channels. The team drives close collaboration across all Wealth ... **Client Relationship Group (CRG)** Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and prioritization of… more
    Wells Fargo (05/21/25)
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  • VP Strategy & Innovation

    Athene (New York, NY)
    …to bring retirement income and buffered annuity solutions into the RIA and independent advisor market-through models, managed accounts, and advisor platforms ... to do more. More for our customers and the financial professionals who offer our products. If you are...income engine within portfolios + Proven ability to translate investment innovation into real-world advisor adoption-across planning,… more
    Athene (04/22/25)
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  • Head of Media Relations

    Neuberger Berman (New York, NY)
    …shaping earned media campaigns. + Leverage deep contacts with journalists covering investment and financial markets. + Follow current markets and trends ... its client offerings. He/she will also serve as an advisor to the firm's CEO and senior leadership, providing...._ Founded in 1939, Neuberger Berman is a private, independent , employee-owned investment manager. From offices in… more
    Neuberger Berman (05/15/25)
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  • Sales Support Associate

    Foresters Financial Services (Westbury, NY)
    …trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of ... GroupCetera Financial Group(R) ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to… more
    Foresters Financial Services (04/16/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    …._ Founded in 1939, Neuberger Berman is a private, independent , employee-owned investment manager. From offices in 39 ... NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and … more
    Neuberger Berman (04/18/25)
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