- NBT Bank (Williamsville, NY)
- …Unique Job Characteristics and Requirements: FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + ... $58,500 - $520,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus… more
- JPMorgan Chase (New York, 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 ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...and skills** + A valid and active Series 7 license is required or may be obtained within a… more
- KeyBank (Pearl River, NY)
- …Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent ... methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a...partners. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of all aspects… more
- 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
- JPMorgan Chase (Brooklyn, 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 ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- KeyBank (Poughkeepsie, 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 ... Poughkeepsie, New York 12603 **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
- US Bank (New York, NY)
- …you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products ... positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team… more
- Santander US (Queens, NY)
- Financial Advisor - Centralized, Whitestone, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... to Talk to You!** **The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and making… more
- KeyBank (Albany, NY)
- …1900 Central Avenue - Albany, New York 12205 **Summer 2026 Key Investment Services Internship (Certified Financial Planner Track)- Albany, NY** Program Duration: ... **MAY 26, 2026 - AUGUST 14, 2026** **Key Investment Services** Key's Enterprise Internship is a 10.5-week program...**Essential Functions** + Partner with a KIS Private Client Advisor to gain hands-on experience. + Participate in client… more
- Citigroup (Greenburgh, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth… more