- Neuberger Berman (New York, NY)
- The Institutional Client Service Advisor ("CSA") role is an important relationship management and servicing role within Neuberger Berman's North America (NA) ... institutional business. Each Institutional Client Service Advisor is paired with a Client Advisor (s)...service across the client base + Develop individual client relationship plans covering the service engagement model, working closely… more
- Bank of America (New York, NY)
- Advisor Development Program Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....effective. **Role Specifics:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an… more
- Kestra Financial (Wappingers Falls, NY)
- The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This ... critical in handling the day-to-day client management on behalf of the Lead Advisor . Essential Duties and Responsibilities + Supports Lead Advisor including… more
- Edward Jones (Staten Island, NY)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported… more
- Bank of America (Pittsford, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in… more
- Bank of America (Bronx, NY)
- Credit Solutions Advisor - Co-op City Bronx, New York **Job Description:** **Credit Solutions Advisor II** At Bank of America, we are guided by a common purpose ... expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging expertise. This position is subject to… more
- M&T Bank (Hauppauge, NY)
- …business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has ... to meet sales goal.Implement and deliver specific solutions. + Leads client relationship review discussion with committee.Manage and review the relationship on… more
- City of New York (New York, NY)
- …more vibrant and equitable New York City. The Office seeks a talented Policy Advisor for Tenant Protection who will work closely with the Executive Director for ... entire portfolio. The First Deputy Mayor seeks an organized and results-driven Policy Advisor for Tenant Protection to support all aspects of tenant affairs in City… 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...challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the… more
- JPMorgan Chase (New York, NY)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and ... solutions to your clients by relying on leadership and relationship -building skills. This will be done with a consistent...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more