• Financial Advisor - Borough Park

    TD Bank (Brooklyn, NY)
    …this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial ... Transitional FA will need to leverage their experience to service the unique and complex needs of clients in...requisite client documents + Ability to partner and promote lead generation + Manages goals, prioritizes tasks and comfortable… more
    TD Bank (10/31/25)
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  • 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 ... A FA will need to leverage their experience to service the unique and complex needs of wealth clients...requisite client documents * Ability to partner and promote lead generation * Manages goals, prioritizes tasks and comfortable… more
    Insight Global (10/28/25)
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  • Financial Advisor

    TD Bank (West Babylon, NY)
    …for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a draw, for financial advisors ... A FA will need to leverage their experience to service the unique and complex needs of clients in...requisite client documents + Ability to partner and promote lead generation + Manages goals, prioritizes tasks and comfortable… more
    TD Bank (10/31/25)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (New York, NY)
    …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private Client Advisors.… more
    JPMorgan Chase (11/21/25)
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  • Block Advisor Tax Advisor

    H&R Block (New York, NY)
    …growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we're curious, creative, and always on the move. If ... stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and...individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their… more
    H&R Block (11/22/25)
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  • Financial Advisor Manager

    TD Bank (New York, NY)
    …details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Manager (FAM) is responsible for the direct management of a team of ... support related project coordination. + Leads implementation of marketing programs. + Lead the assessment of the performance of FAs within the assigned… more
    TD Bank (11/14/25)
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  • Financial Advisor , Truist Investment…

    Truist (New York, NY)
    …toward their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service . 3. ... with clients to review investment plans on a regular basis. 5. Lead overall client relationship management strategies to deepen client connections and loyalty.… more
    Truist (09/30/25)
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  • Block Advisor Associate Team Leader

    H&R Block (New York, NY)
    …growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we're curious, creative, and always on the move. If ... Execute and hold all tax office associates accountable to Service Standards execution and client service experience,...Team Leader and District General Manager as necessary + Lead the office from the front desk, providing phone… more
    H&R Block (09/19/25)
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  • Frederic Malle - Part Time - Advisor…

    The Estee Lauder Companies (New York, NY)
    …of the Store. You will use your outstanding coaching and mentoring skills to lead by example, modelling the behaviors that the sales team need to demonstrate in ... order to provide inspirational, authentic and personalized customer service to achieve all sales and customer service... service to achieve all sales and customer service targets. You will also use your flair for… more
    The Estee Lauder Companies (11/14/25)
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  • Block Advisor Tax Advisor - Remote

    H&R Block (New York, NY)
    …growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we're curious, creative, and always on the move. If ... concisely via phone, email and chat + Experience utilizing effective customer service techniques + Analytical and problem-solving skills + Successful completion of… more
    H&R Block (11/13/25)
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