- JPMorgan Chase (New York, NY)
- …'s team. An Investment Associate works in close partnership with the Financial Advisor (s) in proposing, delivering, and executing solutions for clients; as well ... on a regular basis in conjunction with or by direction of the Financial Advisor + Market and implement complex investment solutions in accordance with… more
- JPMorgan Chase (New York, NY)
- …and supports investors in achieving their long-term financial goals. As a trusted advisor , you'll drive innovative solutions to complex challenges and maintain a ... we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards… more
- World Insurance Associates, LLC. (New York, NY)
- …executive benefits, investment advisory and retirement plan services, and payroll & HR solutions . As a Personal Lines Private Client Advisor , your primary ... Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is...solutions . Compensation As a Personal Lines Private Client Advisor , your compensation is directly tied to your effort… more
- JPMorgan Chase (New York, NY)
- …representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in JP ... and Home Lending to give our customers access to solutions , strategies and expertise to give our customers one...capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track… more
- World Insurance Associates, LLC. (Rochester, NY)
- …& HR solutions . Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to ... niche. While your focus is selling commercial lines risk solutions , you also are empowered to help clients with...be willing to become each client's trusted risk management advisor and bring the entire World platform to each… more
- Cisco (New York, NY)
- …their network to meet business objectives. We are the customer's trusted advisor , helping the customer understand their network, reduce risks, and take advantage ... CXO level, building strong working relationships as a trusted advisor . You will stay informed about customer challenges and...customer challenges and remain up to date on Cisco's solutions and service offerings that can be proposed to… more
- Celestica (New York, NY)
- Advisor , Material Costing and Awards Req ID: 129503 Remote Position: Yes Region: Americas Country: USA **Summary** The Material Costing Advisor leverages ... of Materials for competitiveness, and negotiates with suppliers as needed. The advisor interacts with global customer units and counterparts in other regions.… more
- Bank of America (New York, NY)
- …effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. ... process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the… more
- Bank of America (New York, NY)
- …and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He ... the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the… more
- HUB International (New York, NY)
- …families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, ... HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer, will… more