- AON (New York, NY)
- …develop findings and solutions. + Communicate externally on daily basis as trusted advisor with private equity firms, target companies or their representatives. ... develop findings and solutions. + Communicate externally on daily basis as trusted advisor with private equity firms, target companies or their representatives.… more
- World Insurance Associates, LLC. (Kingston, NY)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and.../ presentations. Forms of Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- JPMorgan Chase (New York, NY)
- …the broader Strategic Investors Group in the Investment Bank, which covers additional financial firms such as Private Equity, Infrastructure, Pension Fund and ... Within FCG, the mission is to become the trusted advisor and the preeminent provider of Investment Banking Services...forward + Refining marketing / execution materials for maximum client impact + Overseeing the creation of financial… more
- JPMorgan Chase (New York, NY)
- …be achieved through a comprehensive understanding of mortgage products, their economics, client and advisor features, technology platforms, and the ability to ... is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential mortgages needs secured… more
- AON (New York, NY)
- …develop findings and solutions. + Communicate externally on daily basis as trusted advisor with private equity firms, target companies or their representatives. ... develop findings and solutions. + Communicate externally on daily basis as trusted advisor with private equity firms, target companies or their representatives.… more
- Citigroup (Smithtown, NY)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Franchise Administration **Time ... of Wealth Group Executives (Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions… more
- KeyBank (Cohoes, NY)
- …contact for new and existing clients. **Responsibilities** + Provide support to the Private Client Advisors. + Customer service duties, assist in daily office ... and Required Minimum Distribution calculations. + Follow up on client service activities and Advisor 's requests. +...annuity and 1035 exchange paperwork, place all trades for Financial Advisors, money movements, trade logs, and check receipts… more
- Citigroup (Brooklyn, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- Citigroup (Yorktown Heights, NY)
- …**Education** : + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- Citigroup (Queens, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more