- 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 ... with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will...our partner firms + Series 7 and Series 63 ** Preferred Qualifications, Capabilities, and skills** + Two years of… more
- KeyBank (Pearl River, NY)
- …Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent ... methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a...Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects… more
- Wellington (New York, NY)
- …programs; experience with value-add programs concentrating on portfolio construction is preferred . + Strong technical product and investment knowledge; ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...those of our clients. **About the Role** **Position** The Advisor Education Marketing Strategist will bring a unique set… more
- KeyBank (Mahopac, NY)
- …New York 10541 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass ... methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a...Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects… more
- Bank of America (Buffalo, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- Kestra Financial (Wappingers Falls, NY)
- …account reviews, report generation and meeting documentation/notes + Consult with lead advisor on investment strategies based on individual financial and ... The Associate/Service Advisor reports to the Lead Advisor ...+ Strong understanding of financial services industry and diverse investment products + Basic computer skills (Outlook, Word, Excel… more
- City National Bank (New York, NY)
- *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... sell to existing clients. * Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB colleagues. * Establish… more
- JPMorgan Chase (New York, NY)
- …qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred + Bachelor's degree preferred INVESTMENT AND ... through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available through… more
- Edward Jones (Patchogue, NY)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial… more
- KeyBank (Utica, NY)
- …wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass ... Utica, New York 13501 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...Affluent clients by providing investment solutions to new and existing clients while identifying… more