- City National Bank (New York, NY)
- *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The... related experience * Minimum 3 years experience in investment sales * FINRA Series 7 and 63 ... Senior Financial Advisor (SFA) serves as Wealth Management's primary point of...Qualifications* * The SFA shows demonstrated success in an investment product sales role over a multi-year… more
- Citigroup (New York, NY)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Amazon (New York, NY)
- …stated goals and drive clarity on the AWS value proposition. Work with our sales teams, advising on the cloud adoption journey and strategic ways to accelerate ... build and lead remote cross functional teams including Business Development, Sales , Partners, Solution Architecture, and Professional Services to deliver excellent… more
- HUB International (New York, NY)
- …on financial literacy topics including budgeting, taxes, insurance, entity formation, and investment basics. - Collaborate with senior advisors to create and ... array of property, casualty, risk management, life and health, employee benefits, investment , and wealth management products and services. A subsector of HUB,… more
- JPMorgan Chase (New York, NY)
- …client relationships across Mexico, Central America, South America, and Brazil. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet ... do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety...and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal… 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 ... internal and external partners, including financial professionals, general agents, and senior management + Excellent with time management and have strong… more
- JPMorgan Chase (New York, NY)
- … organizations for our products and services and establish connections with their senior investment professionals. + Facilitate the annual strategic plan and ... development and sales /retention strategy. As a Managing Director, Private Market Investment Specialist within JP Morgan Asset Management, you will play a crucial… more
- Citigroup (New York, NY)
- …be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The… more
- JPMorgan Chase (New York, NY)
- …in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client ... management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the...our clients while building your own expertise. As an Advisor Trainee in Global Private Bank, you will gain… more
- JPMorgan Chase (New York, NY)
- …clients with varied investments and interests. As a 2026 Global Private Bank Advisor in the Global Families Group, you will have the opportunity to work ... do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety...and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal… more
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