- 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...+ Demonstrated ability to sell products and services to investment clients; evidence of strong sales results.… more
- Santander US (Staten Island, NY)
- … investment /insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor ... Financial Advisor - Centralized, Staten Island, NY Country: United...an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment… more
- Bank of America (New York, NY)
- Advisor Development Program Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... management and investment products and services for individuals, companies, and institutions....effective. **Role Specifics:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an… more
- Edward Jones (Troy, 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
- M&T Bank (Mamaroneck, NY)
- …of 6 years' higher education and/or work experience, including a minimum of 4 years' investment or insurance sales experience FINRA Series 7, 63 and 65 or 66 ... **Overview:** Serves as an advisor to provide an advice-based approach to financial...customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage… 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
- Bank of America (Flushing, NY)
- Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Flushing Main Financial Center, NY Flushing, New York **Job Description:** At ... make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining...will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will… more
- Truist (New York, NY)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... in the community + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.… more
- Thrivent Financial (New York, NY)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income ... through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding Christians on their… more
- JPMorgan Chase (New York, NY)
- …strategies. Collaborating closely with JP Morgan's Client Advisor and Consultant Advisor teams, portfolio managers, and investment teams, you will identify ... manager with a robust platform and a commitment to delivering exceptional investment solutions. Our Global Alternative Investment Solutions team is dedicated… more