- Santander US (Staten Island, NY)
- …compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a centralized market with the ... Financial Advisor - Centralized, Staten Island, NY Country: United...sales prospects within existing or untapped markets. + Gathers market intelligence, generates leads, and develops proposals/campaigns to garner… more
- Truist (New York, NY)
- …active and well connected in the community + Expected to be the expert level " market moving" advisor with ability to handle the most challenging, sensitive and ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...updated and abreast of changing economic, legal, financial planning, investment trends and general market and business… 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 ... manager with a robust platform and a commitment to delivering exceptional investment solutions. Our Global Alternative Investment Solutions team is dedicated… 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 ... real estate asset management for a large region of Wells Fargo Wealth and Investment Management + Capture sizable new specialty assets (real estate, oil, gas &… more
- Citigroup (New York, NY)
- …directly by the candidate, function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... The Investment Counselor Team Lead manages a team of...offers to clients, including, though not limited to, capital market solutions, and traditional and alternative investments. + Candidates… more
- JPMorgan Chase (New York, NY)
- …Markets, and Securities Services. These businesses offer lending, payments, investment banking, market -making, financing, custody and securities products ... challenges to the firm. As a Vice President on the Commercial & Investment Bank Strategy team, you will lead mission-critical projects, including but not limited… more
- Truist (New York, NY)
- …job description:** Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and ... healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a… more
- TIAA (Ithaca, NY)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...growth. * Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs… more
- Citigroup (New York, NY)
- The Equity Capital Markets (ECM) Investment Banking Sr Analyst is an intermediate level position responsible for assisting clients in raising funds in the equity ... Convertible, and Private placement offerings, in coordination with the Investment Banking team. In addition, to capital raising exposure,...of this role is to act as a strategic advisor to our clients by facilitating capital formation in… more
- TD Bank (New York, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor role is a three-year program with a forgivable draw, for financial advisors ... who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage...time management skills + Ability to travel within assigned market to meet prospects, clients and partners five days… more