- Principal Financial Group (New York, NY)
- …(strong preference for fully licensed): + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 ... things you'll do: + Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities. +… more
- Truist (New York, NY)
- …deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are ... may change from time to time. 1. Deliver personalized investment solutions to help clients work toward their long-term...goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and… more
- Atria Wealth Solutions (Corning, NY)
- …Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in ... to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are not limited to,...objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes… more
- Santander US (Queens, NY)
- Financial Advisor - Centralized, Whitestone, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... to Talk to You!** **The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and making… more
- Santander US (New York, NY)
- Investment Banking Senior Associate/Vice President, Consumer & Retail - New York Country: United States of America **Your Journey Starts Here:** Santander is a ... driven Vice President to join its Consumer & Retail Investment Banking team in New York. The role offers...Coverage & Strategic Advisory + Serve as a trusted advisor to corporate and financial sponsor clients across the… more
- Foresters Financial Services (Albany, NY)
- …we need: This role supports the Registered Financial Services Sales Representative 's business with day-to-day administrative assistance while enhancing the service ... incumbent to expand the client support provided to the Representative . What you will do: + Act as a...and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors,… more
- Truist (New York, NY)
- …of America) **Please review the following job description:** The Business Unit Risk Advisor Specialist II-FINRA engages with the Investment Banking and Capital ... The Business Unit Risk Advisor Specialist II-FINRA is a role within the Investment Banking and Capital Markets (IBCM) Business Unit Risk Team. In this role, you… more
- Santander US (New York, NY)
- …Essential Functions/Responsibility Statements: + Develops and leads portfolio management and investment strategy for leveraged loans and high yield debt + Partners ... to inform colleagues and clients of relevant, actionable market developments or investment opportunities. + Travels to see clients in the US and internationally… more
- PVH Corp. (New York, NY)
- …**About the Role:** The VP Finance - Global CK: + Act as a **financial advisor and business partner** to the Global CK senior management teams by providing insight ... regarding range optimization, go-in-margin calculation, market overlap etc. **Marketing Investment :** + Drive, implement and enable a fact-based decision-making… more
- CBRE (Albany, NY)
- …specific to CBRE GDS. This role will serve as the primary advisor on government accounting compliance matters specific to the Federal Acquisition Regulations ... each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations… more
