- 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)
- …Exceptional written communication, large group presentation, and interpersonal skills, including prior sales experience. + Proficient in investment performance, ... us to identify, share and compare ideas around the globe. Our equity investment processes are founded on tried and tested investment philosophies, consistently… more
- JPMorgan Chase (New York, NY)
- Are you an experienced attorney with a passion for investment management? Join our dynamic team at JPMorgan Asset Management, where you'll play a pivotal role in ... in the United States, offering a full array of investment products. Be part of a team that values...and successfully complete a conflicts of interest clearance review prior to commencement of employment. JPMorganChase, one of the… more
- Citizens (Brooklyn, NY)
- …plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications… 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 ... successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the assigned Financial... Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the… more
- Santander US (New York, NY)
- …or other advanced degree preferred but not required + 7+ years of experience in investment banking; preference for prior experience in the consumer and / or ... Investment Banking Vice President, Consumer & Retail -...Coverage & Strategic Advisory + Serve as a trusted advisor to corporate and financial sponsor clients across the… more
- KeyBank (Amherst, NY)
- …following up on post exam corrective actions to ensure effectively implemented prior to closure.* Build and sustain positive working relationships with corporate ... (RCSA); ability to assess, clarify, and appraise significant risks inherent in investment activities as well as to ensure that internal controls, policies, and… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and ... investment teams, with access to a deep breadth of...a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience… more
- JPMorgan Chase (Pittsford, NY)
- …& Wealth Management division, you'll be at the forefront of global investment management, providing innovative solutions in equities, fixed income, real estate, ... team, you will lead a team responsible for conducting thorough active account and Advisor book reviews. You will play a crucial role in ensuring high-quality work… more
- Binghamton University (Binghamton, NY)
- …committees as assigned. Student Club Advising: + Serve as the faculty advisor for the university's finance student clubs (ie, Binghamton University Finance Society, ... the Binghamton Investment Fund, and Women in Finance). + Provide guidance...employment provide his or her current compensation, or any prior compensation history, until such time as the applicant… more
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