- Citigroup (New York, NY)
- …in coordination with the Institutional Banking team. Act as a strategic advisor by formulating investment strategies and raising capital for clients. ... Citigroup Global Markets Inc. seeks an Investment Banking Associate for its New York, NY...and live deals. Conduct economic and financial research. Evaluate company financial performance compared to overall industry and market… more
- Bank of America (Glen Cove, NY)
- Financial Solutions Advisor - Consumer Investments - Glen Cove - Forest Avenue Financial Center, NY Glen Cove, New York **Job Description:** At Bank of America, we ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job… more
- Charles Schwab (New York, NY)
- …quo" and transform the finance industry together._ As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... non-discretionary investment advisory solution, providing clients with a personal relationship,...both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid… more
- JPMorgan Chase (New York, NY)
- **Job Summary** As a Ratings Advisory Associate in the Investment Banking Division, you will be a key player in the origination and execution of the firm's business. ... decision makers at the rating agencies. You'll work as advisor to clients and on deals and transaction across...develop strong functional skills in the major areas of investment banking and become a senior banker who is… more
- JPMorgan Chase (Rochester, NY)
- …you with the opportunity to take your career to the next level. As an Investment Professional in the US Private Bank, you will provide integral daily support to ... team + Work with Team Leader to monitor Client Advisor loadings + Submit and monitor fee schedules and...than 11 bullet points in posting) + Proactively generate investment ideas and reasons to call clients to aid… more
- Wells Fargo (New York, NY)
- …strategies and implement full cycle, multi-day event plans that support the Corporate & Investment Bank (CIB) and Wealth & Investment Management (WIM) lines of ... business. The individual in this role will serve as a trusted advisor , providing recommendations on logistics, communication, and contingency planning. This position… more
- Bank of America (New York, NY)
- Credit Manager, Global Wealth & Investment Management Custom Lending Charlotte, North Carolina;Dallas, Texas; New York, New York; Miami, Florida **Job Description:** ... Credit Manager (CM) is aligned with the Private Client Advisor (PCA) in their goal of developing new custom...all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as… more
- Mizuho Corporate Bank (New York, NY)
- …of sectors. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for ... and strategic plans + Conduct extensive quantitative economic, industry and company research and analysis + Provide client-facing support for origination and… more
- KeyBank (Amherst, NY)
- …(RCSA); ability to assess, clarify, and appraise significant risks inherent in investment activities as well as to ensure that internal controls, policies, and ... compensation and deferred incentive compensation subject to individual and company performance. Please click here (https://www.key.com/kco/images/Key\_Benefit\_Eligibility\_Chart.pdf) for a list… more
- Raymond James Financial, Inc. (NY)
- …of the SEC, FINRA, and state securities regulatory agencies + Fundamental investment concepts, practices, and procedures used in the securities industry + Financial ... their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on… more