- KeyBank (Cheektowaga, NY)
- …wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass ... 14225 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...Affluent clients by providing investment solutions to new and existing clients while identifying… more
- M&T Bank (Mamaroneck, NY)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to… more
- Bank of America (Flushing, NY)
- Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Flushing Main Financial Center, NY Flushing, New York **Job Description:** At ... make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining...will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will… more
- Santander US (Staten Island, NY)
- Financial Advisor - Centralized, Staten Island, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... exploring the possibilities **We Want to Talk to You!** The Financial Advisor - Centralized is responsible for identifying needs, understanding client objectives,… more
- Thrivent Financial (New York, NY)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income ... through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding Christians on their… more
- Edward Jones (Cheektowaga, NY)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their… more
- JPMorgan Chase (New York, NY)
- …smart solutions to our clients globally. **Job summary:** As a 55ip Enterprise Advisor Service Associate within the 55ip Client Advisory team, you will be ... empower our internal partners. As our firm and the Advisor Services team grow, your role as the hub...Custodians (Fidelity, Schwab, Pershing, Raymond James) + Experience answering investment and investment account management questions +… more
- 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 from ... Advisors to research and resolve issues. * Prepares customized written industry and company specific reports upon request to Financial Advisor . * Assists in… more
- JPMorgan Chase (New York, NY)
- …strategies. Collaborating closely with JP Morgan's Client Advisor and Consultant Advisor teams, portfolio managers, and investment teams, you will identify ... a robust platform and a commitment to delivering exceptional investment solutions. Our Global Alternative Investment Solutions...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Senior Specialty Asset Advisor to join the Specialty Asset Management organization within Wealth & Investment ... for a large region of Wells Fargo Wealth and Investment Management + Capture sizable new specialty assets (real...as critical to the success of our customers and company . They are accountable for execution of all applicable… more