- TD Bank (Rego Park, NY)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial ... who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to...model/experience for MA clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client… more
- Bank of America (New York, NY)
- Financial Solutions Advisor Stage II - Consumer Investments - Manhattan South Market New York, New York;New York, New York; New York, New York; New York, New York; ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job… more
- Optiv (New York, NY)
- The Associate Cybersecurity Advisor , aka Associate Portfolio Security Advisor (SA) plays a critical role in serving as a trusted partner to Optiv's clients. By ... combining sales skills, business and broad industry knowledge, the Associate...goals, budgetary spend, and metrics based on return of investment . + Build relationships at clients by participating in… more
- M&T Bank (Hauppauge, NY)
- …and solutions of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, ... the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- Guardian Life (New York, NY)
- **Overview** Guardian life is seeking an Advisor Transitions Specialist who will be a critical part of a team that supports the growth of our firm. **You are** + A ... with time management and have strong organizational skills + Interested in financial advisor recruiting + An effective communicator with the ability to tailor the… more
- JPMorgan Chase (New York, NY)
- 2026 Global Private Bank Advisor Program (SUMMER Analyst) - USPB **Short Description** Advisor Training Program in Global Private Bank working with advisors to ... our business with customized wealth management solutions. As an Advisor Trainee in Global Private Bank, you will gain...work with external clients in a relationship building and sales capacity + Ability to thrive in a fast-paced,… more
- Citizens (New York, 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
- JPMorgan Chase (New York, NY)
- …projects, with potential for a full-time offer for top performers. As an advisor , you'll help clients achieve their financial goals by delivering tailored solutions ... & Estates practices. As a 2026 Global Private Bank Advisor in the Global Families Group, you will have...Aspiration to work with clients in relationship building and sales . + Ability to thrive in a fast-paced, collaborative… more
- Citigroup (New York, NY)
- …valuation, deal structure and terms, and other relevant topics + Collaborate with investment banking teams, equity traders, and equity sales personnel in ... Convertible, and Private Placement offerings, in coordination with the Investment Banking team. In addition, to capital raising exposure,...of this role is to act as a strategic advisor to our clients by facilitating capital formation in… more
- Bank of America (New York, NY)
- Credit Manager, Global Wealth & Investment Management Custom Lending Charlotte, North Carolina;Dallas, Texas; New York, New York; Miami, Florida **Job Description:** ... Credit Manager (CM) is aligned with the Private Client Advisor (PCA) in their goal of developing new custom...The purpose of the CM is to collaborate with sales , credit and risk partners to deliver custom credit… more