- Bank of America (Freeport, NY)
- Financial Solutions Advisor - Western Long Island Market Lawrence, New York;Freeport, New York; Garden City, New York; Hewlett, New York; Lynbrook, New York **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lawrence/ Financial -Solutions- Advisor Consumer-Investments Western-Long-Island-Market\_25025108) **Job Description:** At Bank… more
- Bank of America (Brooklyn, NY)
- Financial Solutions Advisor - South Brooklyn / Staten Island Market Brooklyn, New York;Brooklyn, New York; Brooklyn, New York **To proceed with your application, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Brooklyn/ Financial -Solutions- Advisor -Stage-II Consumer-Investments South-Brooklyn Staten-Island-Market\_25027298) **Job Description:** Please… 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, ... which includes: a thorough client discovery, completion of a financial needs analysis to provide goals- based advice,...related to all business activities (eg OCC, SEC, State Insurance Commissioners, NY Department of Financial Services,… 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 ... which includes: a thorough client discovery, completion of a financial needs analysis to provide goals- based advice,...related to all business activities (eg OCC, SEC, State Insurance Commissioners, NY Department of Financial Services,… more
- Kestra Financial (Wappingers Falls, NY)
- …meeting documentation/notes + Consult with lead advisor on investment strategies based on individual financial and investment objectives; deliver advice and ... The Associate/Service Advisor reports to the Lead Advisor ...servicing. This position requires a strong understanding of the financial services industry and products, and is critical in… more
- KeyBank (Pearl River, NY)
- …a consultative sales process and assessment tools where appropriate, provide comprehensive, needs- based financial solutions to clients by offering a range of ... of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor...or S63 and S65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance… more
- KeyBank (Mahopac, NY)
- …a consultative sales process and assessment tools where appropriate, provide comprehensive, needs- based financial solutions to clients by offering a range of ... delivery and other resources in order to maximize needs- based sales production. + Be an active member of...of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor… more
- City of New York (New York, NY)
- …over $10K annually, per a 2024 assessment. o additional health, fitness, and financial benefits may be available based on the position's associated union/benefit ... Health Clinics requests approval to hire a Public Health Advisor ,L1 at an annual salary of $51,500. The...work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic,… more
- Comerica (New York, NY)
- …professional trust administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service-driven model. The ... Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic...strategic alliance is a professional collaboration between two great financial firms. Our alliance allows clients to take advantage… more
- Tompkins Community Bank (Syracuse, NY)
- …and facilitate client meetings with professionalism and clarity. + Monitor and adjust financial plans based on market conditions and client life changes. + ... This position offers flexibility in location and can be based at either our Corporate Headquarters in Ithaca, or...or Syracuse, New York offices. Position Summary: The Wealth Advisor is responsible for building and maintaining client relationships… more