- 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 (Syracuse, 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
- Edward Jones (Olean, 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 (Staten Island, 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
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor 's team . A Relationship Manager works in close partnership with the Financial ... The ideal candidate has a strong understanding of the Financial Advisor role and the ability to...Hoc service requests as needed on behalf of the team /clients. **Required qualifications, capabilities, and skills:** + 5 plus… more
- CUNY (New York, NY)
- … Aid Advisor **POSITION DETAILS** Hunter College is seeking a Financial Aid Advisor to join the team and be a part of the mission to serve the ... Hunter College community. The Financial Aid Advisor report to the ...students. + Serve as an integral part of the Financial Aid team , addressing student inquiries with… 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
- City National Bank (New York, NY)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- Robert Half Finance & Accounting (Utica, NY)
- …today for immediate consideration. About the Role We are seeking a motivated and client-focused Financial Advisor to join our team . In this role, you will ... Description We are searching for multiple Financial Advisors for both the Syracuse and Utica...and Utica locations. Whether you are a recently licensed advisor or have been practicing for years, there is… more