• Financial Advisor - Rego Park

    Insight Global (New York, NY)
    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 ... clients by reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact,… more
    Insight Global (10/28/25)
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  • Business Advisor

    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...Duties:** At the Small Business Development Center, the Business Advisor provides a comprehensive range of small business-based assistance… more
    Stony Brook University (11/06/25)
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  • Senior Wealth Advisor SAFE Act

    Citigroup (Brooklyn, NY)
    …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role....and recommend the best offering to clients based on client profiling and suitability assessments + Make securities recommendations… more
    Citigroup (11/20/25)
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  • Citi Private Bank: Banker Team Leader…

    Citigroup (New York, NY)
    …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
    Citigroup (11/20/25)
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  • Managing Director - Insurance/ Private…

    AON (New York, NY)
    … equity sector, especially building strong and sustainable relationships with C-Suite client executives + Successfully grow our private equity and insurance ... equity sector, especially building strong and sustainable relationships with C-Suite client executives + Successfully grow our private equity and insurance… more
    AON (10/27/25)
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  • Citi Private Bank - UHNW Banker - Director

    Citigroup (New York, NY)
    …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
    Citigroup (11/16/25)
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  • UHNW Private Banker - Managing Director

    Citigroup (New York, NY)
    …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
    Citigroup (10/29/25)
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  • Private Banker LATAM (Mexico)

    Citigroup (New York, NY)
    …selling **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
    Citigroup (11/07/25)
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  • Sr. Advisor , Compliance PCG Branch Exams

    Raymond James Financial, Inc. (New York, NY)
    …Execution of the risk-based branch exam program in FINRA-registered and non-registered Private Client Group branches across the country + Detailed documentation ... of testing in branch exam system and related work papers + Ensure prescribed sample methodologies are used and resulting sample sizes provide an adequate reflection of the activity being tested + Use professional judgement to know when to "ask the next… more
    Raymond James Financial, Inc. (11/07/25)
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  • Private Wealth Relationship Manager

    Bank of America (New York, NY)
    …the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any ... Private Wealth Relationship Manager New York, New York...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
    Bank of America (10/08/25)
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