- Bank of America (Rochester, NY)
- Financial Solutions Advisor Registration Candidate - Mount Hope Financial Center, NY Rochester, New York **To proceed with your application, you must be at least 18 ... at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Rochester/Financial-Solutions- Advisor -Stage-I Registration-candidate Consumer-Investments Mount-Hope-Financial-Center--NY\_25020198-1) **Job Description:** At… more
- Santander US (Staten Island, NY)
- Financial Advisor - Centralized, Staten Island, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... exploring the possibilities **We Want to Talk to You!** The Financial Advisor - Centralized is responsible for identifying needs, understanding client objectives,… more
- JPMorgan Chase (New York, NY)
- …an exciting opportunity for you. By joining our Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering ... Mexico, Central America, South America, and Brazil. As an Advisor Trainee in Global Private Bank, you will gain...consider your next career move. After the program, many full- time Analysts are promoted to Associates and build long-lasting… 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 ... Banking Services : Various benefits and financial planning assistance . Benefits for Part - Time Employees Working 20+ Hours/Week: + Medical Coverage : Includes… more
- Edward Jones (New York, NY)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their… more
- JPMorgan Chase (New York, NY)
- …in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client ... management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the...our clients while building your own expertise. As an Advisor Trainee in Global Private Bank, you will gain… more
- JPMorgan Chase (New York, NY)
- …opportunity for you. By joining our Global Families Group Asia, you'll become part of a team committed to delivering comprehensive services to international clients ... investments and interests. As a 2026 Global Private Bank Advisor in the Global Families Group, you will have...in new clients and serve existing ones. You'll be part of a supportive, collaborative team, working in a… more
- JPMorgan Chase (New York, NY)
- …environment, gaining valuable experience and training. As a 2026 Global Private Bank Advisor in the Global Families Group, you will have the opportunity to work ... and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal...and helps build, preserve and manage their wealth over time . We're looking for someone who enjoys working in… 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, ... whole technical area.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a...**Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor ** Time Type:** Full time… more
- Guardian Life (New York, NY)
- Guardian life is seeking an Advisor Transitions Specialist who will be a critical part of a team that supports the growth of our firm. **You are** + A team ... financial professionals, general agents, and senior management + Excellent with time management and have strong organizational skills + Interested in financial… more