• Financial Advisor

    TD Bank (Bronx, NY)
    …+ Bachelor's degree strongly preferred + 2+ years of providing advice, planning and investment sales + SIE, Series 7, Series 63 required + Required to ... who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage...for TD Wealth clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client… more
    TD Bank (10/12/25)
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  • Investment Officer I

    NBT Bank (Albany, NY)
    …Proficient in Excel, Word and PowerPoint + Ability to develop and present sales proposals + Knowledge of investment markets, portfolio management, securities ... allocation, sector weightings and security composition in accordance with account investment objectives. Monitors portfolios of accounts and makes adjustments as… more
    NBT Bank (08/29/25)
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  • Global Markets Client Onboarder

    Bank of America (New York, NY)
    …enhancing relationships with existing institutional clients. Job expectations include promoting investment product sales through frequent client meetings and ... accounts, such as settlements, reconciliations, and account maintenance + Promotes investment product sales through client meetings and discussions covering… more
    Bank of America (10/01/25)
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  • Merrill Experienced Financial Advisor

    Bank of America (Buffalo, NY)
    …+ Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
    Bank of America (10/10/25)
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  • Supervisor, Business Operations

    Publicis Groupe (New York, NY)
    …in this role - Diverse backgrounds and experience are welcome including Agency Planning/ Investment , Media Sales , Consulting and/or Media Client Side - Advanced ... with a breadth of clients. 2. You'll learn both Investment and Business Operations - a unique blend of...at APEX! If you learned about media from the sales or agency side, that's great but we do… more
    Publicis Groupe (08/07/25)
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  • Retail Insurance Relationship Manager - Vice…

    BlackRock (New York, NY)
    …to insurers' evolving needs. We provide best-in-class partnership through investment expertise, sales support, thought leadership, BlackRock technologies, ... Fixed Index Annuities, Registered Index Linked Annuities, Life Insurance, and retail investment products such as ETFs and mutual funds. As a top-five manager… more
    BlackRock (08/30/25)
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  • Retail Insurance, Financial Institutions Group…

    BlackRock (New York, NY)
    …a top-five manager of retail insurance assets, the team delivers best-in-class investment solutions, sales support, thought leadership, and risk management ... Annuities, Registered Index Linked Annuities, Life Insurance, and retail investment products such as ETFs and mutual funds. As...with key stakeholders. + Collaborative approach to a team-based sales and service model. For New York, NY Only… more
    BlackRock (08/30/25)
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  • Private Wealth Advisor

    NBT Bank (Williamsville, NY)
    …+ Bachelors Degree or equivalent education and experience + Minimum 3 years investment and insurance sales experience required Skills and Abilities: + Thorough ... $58,500 - $520,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus… more
    NBT Bank (09/14/25)
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  • Client Success Senior Manager

    City National Bank (New York, NY)
    …vs non-taxable) and portfolio value * Financial accounting experience for recording investment purchases, sales and unrealized activity (eg, stocks, bonds, ... Education, or relevant area * Financial reporting knowledge for investment & portfolio management systems including various methods of...alternatives, partnerships) * Investment data reconciliation to… more
    City National Bank (08/23/25)
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  • Wealth Group Executive

    Citigroup (New York, NY)
    …to maintain these standards. **Qualifications:** + 10+ years of experience + Robust investment and insurance sales experience; prior investment /insurance ... clear ambassador to the overall growth and success of the CPWM Investment business. + Job function includes top regional supervisory responsibilities, setting vision… more
    Citigroup (10/09/25)
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