- Bank of America (New York, NY)
- …necessary training and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both ... Merrill Financial Solutions Advisor - SD Financial Center New York, New...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- Kestra Financial (Wappingers Falls, NY)
- …account reviews, report generation and meeting documentation/notes + Consult with lead advisor on investment strategies based on individual financial and ... The Associate/Service Advisor reports to the Lead Advisor ...+ Strong understanding of financial services industry and diverse investment products + Basic computer skills (Outlook, Word, Excel… more
- Thrivent Financial (New York, NY)
- …or looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed. + ... contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income… more
- Wells Fargo (New York, NY)
- …role:** Wells Fargo is seeking an Internal Advisor Recruiter to join our Advisor Recruiting team within Wealth and Investment Management. The Advisor ... across all Wells Fargo Advisors channels. As part of Advisor Recruiting, the Internal Advisor Recruiter is...to enhance sales in a designated market and exercise independent judgment while developing expertise in Business Growth Strategy… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …for tracking periodic investment managers' reviews by third party and independent investment manager searches. * Generates periodic reports on investment ... to identify client goals and tolerances. * Assists with developing individualized client investment strategy for Financial Advisor . * Responds to inquiries from… more
- 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
- 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 ... buffer, or income engine within portfolios + Proven ability to translate investment innovation into real-world advisor adoption-across planning, compliance, and… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent , employee-owned investment manager. From offices in 39 ... its client offerings. He/she will also serve as an advisor to the firm's CEO and senior leadership, providing...priorities, and lead initiatives as a global leader in investment management. The successful candidate will have a proven… more
- Foresters Financial Services (Westbury, NY)
- …through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of ... Financial GroupCetera Financial Group(R) ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice… more
- T. Rowe Price (New York, NY)
- …asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset ... advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful… more