- TD Bank (Middle Village, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial ... completion of all requisite client documents + Ability to partner and promote lead generation + Manages goals, prioritizes tasks and comfortable working in a fast… more
- TD Bank (Bronx, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial ... completion of all requisite client documents + Ability to partner and promote lead generation + Manages goals, prioritizes tasks and comfortable working in a fast… more
- JPMorgan Chase (New York, NY)
- …with ongoing wealth planning for clients and referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm ... through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available through Chase… more
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Manager (FAM) is responsible for the direct management of a team of ... support related project coordination. + Leads implementation of marketing programs. + Lead the assessment of the performance of FAs within the assigned… more
- Humana (Albany, NY)
- …to address healthcare opportunities and challenges with technology-enabled solutions. As an Advisor in our team, you'll enable Humana leaders as they leverage modern ... strategy, technology, and healthcare. This role offers you the chance to help lead and grow as we transform the information technology of healthcare. **Primary… more
- Truist (New York, NY)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and ... with clients to review investment plans on a regular basis. 5. Lead overall client relationship management strategies to deepen client connections and loyalty.… more
- H&R Block (Rochester, NY)
- …growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we're curious, creative, and always on the move. If ... that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round.… more
- Sponsors for Educational Opportunity (SEO) (New York, NY)
- Title: College Persistence Advisor Department: SEO College Scholars Report to: Assistant Director, College Persistence & Advising Compensation: $64,350 - $73,000 ... their support to each Scholar specifically as needed and desired. CPAs also lead or support the Scholars Program, College in running workshops and programming for… more
- City of New York (New York, NY)
- …and the Office of Asylum Seeker Operations. The Problems You'll Solve The Policy Advisor will support the Chief of Staff team at large by performing the following ... integrated work plans across all aspects of the DCOS portfolio. - Lead cross-functional teams to execute operational improvement initiatives. - Collaborate with… more
- SAP (New York, NY)
- …SAP Cloud applications and technologies. That's where YOU come in As the Solution Advisor (SA), you will be the go-to person for any solution or product questions ... knowledge and demonstrations when required throughout any relevant sales cycle. + Lead the solution component of finance & spend sales cycles across industries.… more
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