- Thrivent Financial (New York, NY)
- …advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support , stability and opportunity of a Fortune 500 leader. We offer up ... Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over...willing to help you do so. + Get the support of specialists from every facet of the organization-such… more
- James Perse Los Angeles (Greenwich, NY)
- JAMES PERSE IS CURRENTLY HIRING A PART TIME SENIOR CLIENT ADVISOR FOR OUR GREENWICH LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is responsible ... company with a focus on client development and client sales . They will set the example in areas of...In the absence of Store Management, the Senior Client Advisor is charged with overseeing all aspects of the… more
- TIAA (New York, NY)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... skills reflect who you are and who you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated ability to uncover the needs of the… more
- Bank of America (Buffalo, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- City National Bank (New York, NY)
- …Financial Advisors (FA) will work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains overall ... *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior...team's "book of business", with the FA focused on sales , client service responsibilities, and teaming with CNB colleagues… more
- Tompkins Community Bank (Mount Kisco, NY)
- Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client relationships by delivering comprehensive wealth planning and ... goals and values. This role serves as a key advisor and team collaborator, integrating investment, banking, trust, and...and plan for them either individually or with the support of partners. Strong written and verbal communication skills… more
- Guardian Life (New York, NY)
- Guardian life is seeking an Advisor Transitions Specialist who will be a critical part of a team that supports the growth of our firm. **You are** + A team player ... and have strong organizational skills + Interested in financial advisor recruiting + An effective communicator with the ability...across teams to deliver seamless and world class transition support experience + Support the account opening… more
- JPMorgan Chase (New York, NY)
- The US Advisor Channel Marketing Associate is focused on crafting integrated strategies for financial advisors. As a Marketing Associate on the US Advisor ... at financial advisors. Reporting to the Head of US Advisor Marketing, you will collaborate with cross-functional teams to...enhance market presence and voice. + Collaborate closely with sales teams to develop and implement marketing strategies for… more
- Norstella (Albany, NY)
- …pertinent policy information in various strategic business initiatives as appropriate to support client solutions + Supports sales and revenue growth by ... Clinical Advisor Company: MMIT Location: Remote, United States Date...increased client retention. He/She will be responsible for consultative support , focusing on designated projects depending on specific client… more
- US Bank (New York, NY)
- …leads and qualified referrals from across the organization + Centralized marketing support , local marketing, and sales enablement tools including thought ... and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes...growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With… more