- Citigroup (Queens, 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
- Wells Fargo (New York, NY)
- …to deliver best in class client service + Advise Wealth and Investment Management leaders, key sales professionals, relationship managers, Fiduciary Strategists, ... **About this role:** Wells Fargo is seeking a Senior Specialty Asset Advisor to join the Specialty Asset Management organization within Wealth & Investment … more
- JPMorgan Chase (New York, NY)
- …you will actively engage in maintaining and developing relationships between the investment team, the Client and Consulting Advisor teams. You will ... Come and join our Alternatives Global Transportation team as an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes… more
- Citigroup (New York, NY)
- …directly by the candidate, function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... The Investment Counselor Team Lead manages a team of...identifying product specific opportunities, portfolio advice and after sales execution. + Implement a strategic advisory approach to… more
- TD Bank (New York, NY)
- …+ Bachelor's degree strongly preferred + 2+ years of providing advice, planning and investment sales + Required Licenses & Registrations: SIE, Series 7, Series ... **Line of Business:** TD Wealth **Job Description:** The Financial Advisor role is a three-year program with a forgivable...who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage… more
- TD Bank (West Babylon, NY)
- …+ Bachelor's degree strongly preferred + 2+ years of providing advice, planning and investment sales + Required Licenses & Registrations: SIE, Series 7, Series ... **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a...who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage… more
- TIAA (Ithaca, NY)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...growth. * Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs… more
- JPMorgan Chase (New York, NY)
- …in 2015. The US Institutional ETF business sits within the North America Institutional Sales team and is responsible for leading ETF sales activities to ... Insurance Companies, Asset Managers, and Hedge Funds. As an Institutional ETF Client Advisor within the Institutional ETFs team, you will be reporting directly to… more
- Bank of America (New York, NY)
- Financial Solutions Advisor Stage II - 345 Park Ave Financial Center New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job… more
- Bank of America (Garden City, NY)
- Financial Solutions Advisor - Consumer Investments - Western Long Island Market Lawrence, New York;Levittown, New York; Garden City, New York; Hewlett, New York; New ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job… more