- Mizuho Corporate Bank (New York, NY)
- …& Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising ... to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC . more
- Mizuho Corporate Bank (New York, NY)
- …& Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising ... to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC . more
- Citigroup (New York, NY)
- …+ Previous office administration experience preferably within a large and complex financial services or similar organization + Highly proficient in Microsoft Office ... + Consistently demonstrates clear and concise written and verbal communication skills + Demonstrated ability to quickly gain command of new systems + Self-motivated and detail oriented **Education:** + Bachelor's/University degree or equivalent experience… more
- JPMorgan Chase (New York, NY)
- …center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...+ Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital… more
- Aflac (New York, NY)
- …Investments ) is a wholly owned subsidiary of Aflac Incorporated (Aflac). Aflac Global Investments (GI) located in New York's financial district and is the ... New York City, NY, US, 10005 The Division: Global Investment Job Id: 8073 About Our Company Aflac Asset...and the US With 150 employees globally, GI seeks investments to maximize long-term returns with a focus on… more
- City National Bank (New York, NY)
- …in the financial markets, and make necessary adjustments to their investment strategies. Communicate strategic shifts in the marketplace. * Team effectively with ... the assets in each account regularly to ensure that investments meet the client's investment objective and...role over a multi-year period. * Strong understanding of financial planning and the investment process including… more
- Bank of America (New Rochelle, NY)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-Rochelle/ Financial -Solutions-Advisor Consumer- Investments Westchester ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a ...banking and money managed solutions * Recommends banking and investments strategies that align with client financial … more
- Thrivent Financial (Albany, NY)
- …of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments , insurance, banking and generosity. ... policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory… more
- TD Bank (Brooklyn, NY)
- …a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA ... of clients in the Mass Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's… more
- M&T Bank (Buffalo, NY)
- …affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and ... as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in...Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs… more