- 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
- 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 ... of investment strategy with liability structures. In addition to investments , this person will also support Aflac's global reinsurance strategy. KEY… more
- Atria Wealth Solutions (Corning, NY)
- … Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base ... current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and… more
- Thrivent Financial (New York, 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
- Bank of America (Freeport, NY)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lawrence/ Financial -Solutions-Advisor Consumer- Investments ... 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
- Neuberger Berman (New York, NY)
- Financial Planning & Analysis at Neuberger Berman provides strategic financial partnership and decision support to key stakeholders across the firm's senior ... leadership, operating committee members, investment team leadership, and client coverage leadership. The team...team lead portfolio managers to provide regular touchpoints on financial performance and detailed revenue reporting + Lead the… more
- TD Bank (Flushing, NY)
- …forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will ... and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned...growth, and protection. **Depth & Scope:** + Experience selling investments and providing financial plans + Demonstrates… more
- IBM (New York, NY)
- …capabilities into quantifiable value creation opportunities that resonate with PE investment professionals. The Project Financial Analyst will be responsible ... tracking across PE engagements, ensuring IBM Consulting consistently delivers measurable financial impact that justifies continued investment and relationship… more
- Bank of America (New York, NY)
- …includes sourcing and analyzing investments , monitoring existing fund investments , writing detailed investment memos and commentaries, presenting findings ... are guided by a common purpose to help make financial lives better through the power of every connection....impact. Join us! **Job Description:** Job Description The Chief Investment Office (CIO) is the centralized resource to access… more