- KeyBank (Cheektowaga, 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 ... 14225 **Job Description Preview** **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
- US Bank (New York, NY)
- …you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products ... positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team… more
- Santander US (Staten Island, NY)
- Financial Advisor - Centralized, Staten Island, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... exploring the possibilities **We Want to Talk to You!** The Financial Advisor - Centralized is responsible for identifying needs, understanding client objectives,… more
- NBT Bank (Williamsville, NY)
- …Requirements: FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review ... $58,500 - $520,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus… more
- 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 ... and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist...skills, and derive satisfaction from helping others achieve their investment goals. We are in search of a dynamic,… more
- Edward Jones (Syracuse, NY)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their… more
- JPMorgan Chase (New York, NY)
- …the investment platform, focusing on improving client outcomes and advisor experiences. The team collaborates extensively with various stakeholders and senior ... manager research, and other areas to enhance our expansive investment product offering and advisor toolset. Through...We offer a competitive total rewards package including base salary determined based on the role, experience, skill set… more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Workplace Solutions as an Advisor Engagement Manager to lead the practice management strategy for advisors working with workplace participants. You'll ... JP Morgan is the place for you. As an Advisor Engagement Manager, you will lead the strategy and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (New York, NY)
- …Advisors and business leaders on core HR activities. As a Human Resources Business Advisor in Global Investment Banking, you will help deliver the end-to-end ... dynamic Human Resources Team as a Human Resources Business Advisor (HRBA), where you will play a crucial role...executing strategic HR priorities and supporting clients across Global Investment Banking. As the primary relationship manager and the… more
- Citigroup (New York, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth… more