- TD Bank (Rego Park, 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
- TD Bank (West Babylon, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a 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
- Lincoln Financial (Albany, NY)
- …**Requisition #:** 74591 **The Role at a Glance** The Alternative Investment Sales Specialist Account Executive will develop, direct, implement, and maintain ... investments. They will partner closely with key stakeholders across field sales, investment , product management, and marketing in the distribution of alternative … more
- Optiv (New York, NY)
- The Associate Cybersecurity Advisor , aka Associate Portfolio Security Advisor (SA) plays a critical role in serving as a trusted partner to Optiv's clients. By ... aligned business goals, budgetary spend, and metrics based on return of investment . + Build relationships at clients by participating in thought leadership, support,… more
- City of New York (New York, NY)
- …economic mobility. The Authority is seeking a highly skilled individual to serve as Senior Advisor to the Chief Financial Officer (CFO). The CFO is a key member of ... leading the financial planning and analysis, accounting, payroll, risk management, and investment activities of the Authority. The CFO is also responsible for fiscal… more
- M&T Bank (Hauppauge, NY)
- …and solutions of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, ... manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of...\#WT M&T Bank is committed to fair, competitive, and market -informed pay for our employees. The pay range for… more
- JPMorgan Chase (New York, NY)
- …Insurance Companies, Asset Managers, and Hedge Funds. As an Institutional ETF Client Advisor within the Institutional ETFs team, you will be reporting directly to ... deep relationships across the institutional client base with particular emphasis on investment decision makers, portfolio managers, traders, etc + Partner with our… more
- Citigroup (New York, NY)
- …in coordination with the Institutional Banking team. Act as a strategic advisor by formulating investment strategies and raising capital for clients. ... Citigroup Global Markets Inc. seeks an Investment Banking Associate for its New York, NY...Evaluate company financial performance compared to overall industry and market trends. Build complex financial models for valuation purposes.… more
- Citigroup (New York, NY)
- …for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for ... The Investment Banking Senior Analyst is an intermediate level...Evaluate company's financial performance compared to overall industry and market trends + Build complex financial models for valuation… more
- JPMorgan Chase (New York, NY)
- **Job Summary** As a Ratings Advisory Associate in the Investment Banking Division, you will be a key player in the origination and execution of the firm's business. ... decision makers at the rating agencies. You'll work as advisor to clients and on deals and transaction across...develop strong functional skills in the major areas of investment banking and become a senior banker who is… more
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