- 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 ... basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to...degree or higher + Established network in the local market **Job Expectations:** + Individuals in Loan Originator (LO)… more
- JPMorgan Chase (New York, NY)
- The US Advisor Channel Marketing Associate is focused on crafting integrated strategies for financial advisors. As a Marketing Associate on the US Advisor ... strategies targeted at financial advisors. Reporting to the Head of US Advisor Marketing, you will collaborate with cross-functional teams to drive engagement and… more
- TD Bank (Flushing, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial ... 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
- 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...Most Convenient Bank + Ability to travel within assigned Market to meet prospects, clients and partners; up to… more
- Citigroup (New York, NY)
- …Follow-on, Convertible, and Private Placement offerings, in coordination with the Investment Banking team. In addition, to capital raising exposure, responsibility ... of this role is to act as a strategic advisor to our clients by facilitating capital formation in...our clients by facilitating capital formation in the equity market for clients. **Responsibilities:** + Work with senior Equity… more
- JPMorgan Chase (New York, NY)
- …in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client ... wealth management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the program, you'll… more
- CenterWell (Albany, NY)
- **Become a part of our caring community and help us put health first** The Advisor of Strategy Advancement will play a pivotal role in advancing the strategic vision ... Leveraging experience in health trend forecasting and data analysis, the Advisor will collaborate across functions (particularly Data, Technology, Analytics, Medical… more
- Mizuho Corporate Bank (New York, NY)
- …Ability to determine industry codes (for example SIC/Sector Codes) + Familiarity with Investment Advisor Public Disclosure and Edgar sites, along with necessary ... Onboarding Sheets & 151 Prime Broker Agreements). + Ability to understand an Investment Advisor 's organization structure, as well as, when full KYC Onboarding… more
- Citizens (Rochester, NY)
- …a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality investment ... reach their short- and long-term financial goals, while growing market shares in the states in which we currently...successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the assigned Financial… more
- Santander US (New York, NY)
- …sharing and coaching + Participate in recruiting and training initiatives across the Investment Banking platform Industry & Market Expertise + Maintain deep ... Investment Banking Vice President, Consumer & Retail -...Coverage & Strategic Advisory + Serve as a trusted advisor to corporate and financial sponsor clients across the… more