- KeyBank (Brewster, NY)
- …of characteristics and needs of clients and partners within the bank- based investment market space. + Demonstrated ability to sell products and services ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment... Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing… more
- KeyBank (Cheektowaga, NY)
- …of characteristics and needs of clients and partners within the bank- based investment market space. + Demonstrated ability to sell products and services ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment... Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing… more
- 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
- 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 ... investment advisory, and insurance + Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence… more
- JPMorgan Chase (New York, NY)
- …all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash ... and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist...skills, and derive satisfaction from helping others achieve their investment goals. We are in search of a dynamic,… more
- JPMorgan Chase (New York, NY)
- …the investment platform, focusing on improving client outcomes and advisor experiences. The team collaborates extensively with various stakeholders and senior ... product development, manager research, and other areas to enhance our expansive investment product offering and advisor toolset. Through the enhancements you… more
- City National Bank (New York, NY)
- … investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of ... including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally… more
- Tompkins Community Bank (Mount Kisco, NY)
- …with each client's goals and values. This role serves as a key advisor and team collaborator, integrating investment , banking, trust, and insurance professionals ... Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client...wealth management solutions by collaborating with internal partners across investment , trust, banking, and insurance disciplines to deliver a… more
- JPMorgan Chase (New York, NY)
- …own expertise. + Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and ... Mexico, Central America, South America, and Brazil. As an Advisor Trainee in Global Private Bank, you will gain...with our teams to understand client needs and examine market activities to develop and execute strategies that help… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …to identify client goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from ... Advisors. + Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios. + Assists… more