- M&T Bank (New York, NY)
- …financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client ... manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of...growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our… more
- Research Foundation CUNY (New York, NY)
- Job Title: CSTEP Student Success and Program Advisor PVN ID: QB-2502-006723 Category: Managerial and Professional Location: QUEENSBOROUGH C. C. Job Description ... placements, and opportunities for civic engagement. The Student Success and Program Advisor will play a vital role in advancing CSTEP's mission by advising… more
- JPMorgan Chase (New York, NY)
- …client relationships across Mexico, Central America, South America, and Brazil. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet ... of wealth management, including investments, lending, banking, and trust and estate planning . No client has identical goals, so understanding their unique needs and… 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 ... advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA...all new & existing clients are provided with a planning experience + Effectively implement a process to ensure… more
- Robert Half Finance & Accounting (Albany, NY)
- Description We are looking for a dedicated Financial Advisor to join our team in Albany, New York. This role involves assisting clients with comprehensive financial ... planning , including retirement strategies, tax considerations, and estate management....client needs, including retirement strategies, tax optimization, and estate planning . * Conduct thorough financial analyses and prepare reports,… more
- TD Bank (Flushing, NY)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial ... advisors or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional...new & existing clients are provided with a MA Planning Experience + Effectively implement a process to ensure… more
- NBT Bank (Williamsville, NY)
- …Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover ... investment and insurance needs and to develop deeper relationships through financial planning with a focus on retention and replication of their best clients.… more
- TD Bank (Brooklyn, 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 ... advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA...all new & existing clients are provided with a planning experience + Effectively implement a process to ensure… more
- H&R Block (Rochester, NY)
- …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. ... + Provide tax preparation, tax audit support and tax planning year-round + Create confidence in our clients by...experience + Experience completing individual tax returns + Tax planning and audit support + Ability to effectively communicate… more
- City of New York (New York, NY)
- …recruiting for one (1) IT Project Specialist, to function as an Senior Advisor to the Deputy Chief Information Officer, who will: - Administer strategic ... key thought partner to the DCIO and plays a leadership role in planning , coordinating, and evaluating complex enterprise-wide technology programs, with a focus on… more