- Edward Jones (New York, NY)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial… more
- JPMorgan Chase (White Plains, NY)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred + Bachelor's degree preferred INVESTMENT … more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Workplace Solutions as an Advisor Engagement Manager to lead the practice management strategy for advisors working with workplace participants. You'll ... JP Morgan is the place for you. As an Advisor Engagement Manager, you will lead the strategy and...role is highly preferred. + Certified Equity Professional (CEP) certification is preferred. JPMorganChase, one of the oldest financial… more
- Tompkins Community Bank (Mount Kisco, NY)
- …with each client's goals and values. This role serves as a key advisor and team collaborator, integrating investment , banking, trust, and insurance professionals ... Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client...wealth management solutions by collaborating with internal partners across investment , trust, banking, and insurance disciplines to deliver a… more
- Comerica (New York, NY)
- Job Description Trust Advisor I - Special Needs SolutionsThe Trust Advisor I role serves as a relationship manager to more routine and standard relationships for ... transactional concerns of clients, and observes the implementation and review of investment programs. Works with supervisor in developing solutions to most issues… more
- HSBC (New York, NY)
- …people, our investors, our communities and the planet we all share. As our Credit Advisor you'll be the go-to expert on all credit and risk based products with ... with a credit analysis, relationship building and Microsoft Office As our Credit Advisor you will: + Act as focal point with Relationship Managers and Business… more
- Raymond James Financial, Inc. (New York, NY)
- …uses knowledge and skills obtained through experience, specialized training and/or certification in securities industry to conduct onsite* branch examinations of ... of the SEC, FINRA, and state securities regulatory agencies + Fundamental investment concepts, practices, and procedures used in the securities industry + Financial… more
- JPMorgan Chase (Fayetteville, NY)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... + Certified Financial Planning (CFP(R)) or Wealth Management Certified Planner (WMCP) certification is preferred + Bachelor's degree preferred INVESTMENT AND… more
- MTA (New York, NY)
- …Services and members of the C suite in representing MTA to the global investment community and is expected to apply financial expertise to navigate the changing ... operations, working with the Directors of Management and Budget and Cash and Investment Management. + Ensure proper allocation of bond proceeds and PAYGO cash… more
- Raymond James Financial, Inc. (New York, NY)
- …and activities to expand network of business contacts. + Maintain currency in investment advisor and/or financial planner services and products. + Partner with ... uses extensive knowledge and skills obtained through education, experience or certification to develop affiliations with advisor and/or financial planning… more