- Citigroup (New York, NY)
- …As a critical contributor to the CIO team, the Senior Portfolio Advisor will have responsibilities related to both investment solutions and client engagement ... advisor needs, and product development opportunities + **Participate in the Global Investment Committee** , a management team of senior thought leaders who… more
- City National Bank (New York, NY)
- *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... sell to existing clients. * Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB colleagues. * Establish… more
- Citigroup (Queens, NY)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Citigroup (New York, NY)
- …for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for ... The Investment Banking Associate is an intermediate level position...transactions in coordination with the Institutional Banking team. The Investment Banking Associate also serves as an intermediary in… more
- Bank of America (New York, NY)
- Market Leader - Advisor Development Program New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Market-Leader Advisor -Development-Program\_25033922-2) **Job Description:** Merrill Wealth Management is a leading… more
- JPMorgan Chase (New York, NY)
- …recommendations to senior management for opportunities to further advance the investment product offering and advisor toolset + Research and analyze the ... the investment platform, focusing on improving client outcomes and advisor experiences. The team collaborates extensively with various stakeholders and senior… 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
- HUB International (New York, NY)
- …on financial literacy topics including budgeting, taxes, insurance, entity formation, and investment basics. - Collaborate with senior advisors to create and ... array of property, casualty, risk management, life and health, employee benefits, investment , and wealth management products and services. A subsector of HUB,… more
- JPMorgan Chase (New York, NY)
- …client relationships across Mexico, Central America, South America, and Brazil. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet ... do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety...and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal… more
- Guardian Life (New York, NY)
- 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 team player ... internal and external partners, including financial professionals, general agents, and senior management + Excellent with time management and have strong… more