- Raymond James Financial, Inc. (Plattsburgh, NY)
- **Job Summary** We are seeking a Financial Advisor to join our team who has a shared vision of clients being our main priority. The successful candidate must ... be responsible, confident, self-motivated and a team player. The Financial Advisor is responsible for entering client trades, servicing client requests, and… more
- Edward Jones (Cheektowaga, NY)
- …you have options. But we offer something the competition simply can't: our unique branch- team business model. One financial advisor and one branch office ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll… more
- JPMorgan Chase (New York, NY)
- …addition to our team . **Job Responsibilities:** + Lead the experienced Financial Advisor recruiting process, focusing on expanding the Wealth Partners/UHNW ... growth in target markets. + Serve as the national lead for Financial Advisor recruiting, working closely with Regional Directors to ensure consistency and… more
- Edward Jones (Malta, NY)
- …and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client ... goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to… more
- Edward Jones (Watkins Glen, NY)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...supported by your branch team , a home-office team and other regional financial advisors. You'll… more
- Bank of America (Albany, NY)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes...a defined path to become a successful and independent financial advisor . You will have the opportunity… 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; ... they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes...have at least 5+ years of experience as a Financial Advisor with a transportable practice, a… more
- Citizens (Brooklyn, NY)
- …the role as a condition of employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. + Demonstrated ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- JPMorgan Chase (New York, NY)
- …a Relationship Manager within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team . Your role will involve close collaboration with ... their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong...Hoc service requests as needed on behalf of the team /clients. Required qualifications, capabilities, and skills: + 5 plus… more
- TD Bank (Brooklyn, NY)
- …details for 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 advisors or planners who will be providing ...goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all… more