- Citigroup (Queens, 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
- Wells Fargo (Syracuse, NY)
- **About this role:** Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo ... function + Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and… more
- TD Bank (Brooklyn, NY)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial ... who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to...and partners; up to 75% of time + Driver's License required **Customer Accountabilities:** + Understands and supports the… more
- Raymond James Financial, Inc. (New York, NY)
- …of the SEC, FINRA, and state securities regulatory agencies + Fundamental investment concepts, practices, and procedures used in the securities industry + Financial ... and/or training approved by Human Resources. **Licenses/Certifications:** * Appropriate series license (s) for assigned functional area required or the ability to… 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...maintaining professionalism. + A valid and active Series 7 license is required or must be obtained within 60… more
- JPMorgan Chase (Pittsford, NY)
- …& Wealth Management division, you'll be at the forefront of global investment management, providing innovative solutions in equities, fixed income, real estate, ... team, you will lead a team responsible for conducting thorough active account and Advisor book reviews. You will play a crucial role in ensuring high-quality work… more
- KeyBank (Tarrytown, NY)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more
- KeyBank (Schenectady, NY)
- …Road - Schenectady, New York 12304 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe… more
- World Insurance Associates, LLC. (Farmingville, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services organization ... and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.… more
- Wells Fargo (New York, NY)
- …role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... . **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as… more