- Bank of America (New York, NY)
- Brokerage Services Financial Advisor New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Brokerage-Services-Financial- Advisor \_25045413) **Job Description:** Merrill Wealth Management is a leading… more
- Stony Brook University (Stony Brook, NY)
- Business Advisor **Required Qualifications (as evidenced by an attached resume):** Bachelor's degree (foreign equivalent or higher). Two (2) years full-time ... experience in a private or public company. Experience using online tools such...higher) in Business or a related field. Experience in banking and/or finance. One (1) year of full-time experience… more
- Citigroup (New York, NY)
- …high net worth and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Lending Advisors act as trusted advisors to many ... wealth, law firms and attorneys. From investment strategy, to banking , to lending and cash management we are here...lending solutions across all three client segments including Citi Private Bank, Wealth at Work, Citi Private … more
- US Bank (New York, NY)
- …industry, including investment and insurance products and services + Knowledge of private banking products and services, including credit processes and policies ... positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team… more
- JPMorgan Chase (New York, NY)
- …+ Coordinating broader Family Investment Firm coverage with Investment Banking , Commercial Banking and Private Banking partners + Driving the sourcing of ... and Sovereign Wealth Funds. Within FCG, the mission is to become the trusted advisor and the preeminent provider of Investment Banking Services to families,… more
- Scotiabank (New York, NY)
- …a broad range of advice, products and services, including personal and commercial banking , wealth management and private banking , corporate and investment ... Director, Treasury Management Officer, Global Transaction Banking **Requisition ID:** 242883 **Salary Range:** 185,400.00 -...greater than $2 billion. You'll serve as a trusted advisor and single point of contract across all markets,… more
- Scotiabank (New York, NY)
- …a broad range of advice, products and services, including personal and commercial banking , wealth management and private banking , corporate and investment ... Director, Strategy & Planning, Global Transaction Banking **Requisition ID:** 242318 **Salary Range:** 157,700.00 -...Scotiabank market or region). + Serves as a strategic advisor for GTB leadership team on competitive intelligence, operating… more
- JPMorgan Chase (New York, NY)
- **Wealth Management - Private Bank - PLP Borrower Specialist** JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 ... across four business segments including Asset & Wealth Management, Corporate and Investment Banking , Commercial Banking and Consumer and Community Banking .… more
- Citigroup (New York, NY)
- …**Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding...UHNW market / Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms,… more
- NBT Bank (Williamsville, NY)
- … advisor and oversees the relationship for the bank's high net worth private banking clients. Optimizes client relationships by positioning and selling a ... and/or equivalent financial services experience. + Minimum 5 years' experience in Private Banking . + 2 years of sales experience. + Business development and… more