- JPMorgan Chase (New York, NY)
- … are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- JPMorgan Chase (New York, NY)
- …all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash ... invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be responsible for… more
- JPMorgan Chase (Commack, NY)
- … are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in… more
- NBT Bank (Williamsville, NY)
- …Requirements: FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review ... $58,500 - $520,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus… more
- Citigroup (New York, NY)
- …be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... including investment strategies, banking and lending, trust and specialized services .The Private Bank delivers solutions to help meet the individual, family and… more
- Kestra Financial (Wappingers Falls, NY)
- The Associate/ Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This ... the Lead Advisor . Essential Duties and Responsibilities + Supports Lead Advisor including managing client needs regarding service , asset allocation, case… more
- JPMorgan Chase (New York, NY)
- …the investment platform, focusing on improving client outcomes and advisor experiences. The team collaborates extensively with various stakeholders and senior ... manager research, and other areas to enhance our expansive investment product offering and advisor toolset. Through...of 5 years of experience in wealth management, financial services , or a related industry, with a focus on… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …to identify client goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from ... Advisors. + Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios. + Assists… more
- JPMorgan Chase (New York, NY)
- …new business opportunities aligned with our platform and model. Identify prospective investment organizations for our products and services and establish ... + Establish collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor relations,… more
- Truist (New York, NY)
- …below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which ... specialist where appropriate. + Proactively engage with clients to deliver all non- investment and banking aspects to meet client objectives, including but not… more
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