- City National Bank (New York, NY)
- …OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants through the identification of qualified independent Financial Advisors ... CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce these...seminars, and responding to incoming inquiries. * Interact with Bank Colleagues and make on going calls to introduce… more
- Bank of America (New York, NY)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Alternative-Investments-Internal-Sales-Specialist\_25032719) **Job Description:** At Bank of America, we ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...make an impact. Join us! **Job Description:** The Alternative Investment Sales Desk associate will provide support to Alternative… more
- JPMorgan Chase (Brooklyn, NY)
- …+ Knowledge of financial data providers such as Bloomberg, ClearPar, and IHS Markit; investment vehicles related to bank debt (CLOs, private equity funds, etc.) ... Bank Loan Administration is responsible for trade instruction...knowledge of our client base and building relationships with Investment Managers and other related third parties. Work closely… more
- NBT Bank (Vestal, NY)
- …$58,500 - $520,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus ... referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. Education and Experience: +… more
- US Bank (New York, NY)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
- Bank of America (New York, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Bank of America (New York, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth...insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to… more
- Bank of America (New York, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth...insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to… more
- NBT Bank (Fairport, NY)
- …$52,000 - $210,000. Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products, and makes appropriate ... to others on regional Financial Group market team. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned… more
- Bank of America (New York, NY)
- …multiple locations but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage… more