- Comerica (New York, NY)
- …Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various governing documents, applicable ... review of investment programs. Works under the direct supervision of a Trust Advisor in developing solutions to most issues brought forth by principals, income… more
- Foresters Financial Services (Westbury, NY)
- …money + Prospecting and telephone techniques (if you become FINRA licensed) + Compliance training What you need to have: + High School diploma or equivalent + Some ... preferred + FINRA licensing required (S6/S63/Life/Health) with in 12months of hire. Training will be provided. + Strong verbal communication skills with a… more
- JPMorgan Chase (New York, NY)
- …and support daily operations and be able to step in to manage client needs during advisor absences + Attend industry webinars and training to stay up to date on ... global destinations **Preferred qualifications, capabilities, and skills** + Luxury Travel Advisor experience a plus + Bachelor's degree + Experience booking cruises… more
- JPMorgan Chase (New York, NY)
- …value chain to achieve business goals of simplifying the client & advisor experience and scaling target operating models on modern technology solutions. **Job ... leader. + **Define Product Strategy** : Sets product vision connecting client/ advisor needs with business goals. Understands current state including product… more
- KeyBank (New York, NY)
- …York, New York 10019 **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of core banking ... and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs; functions as the… more
- World Insurance Associates, LLC. (Kingston, NY)
- …payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to ... be willing to become each client's trusted risk management advisor and bring the entire World platform to each...experience, World will enhance your expertise through the company's training program; + Used an insurance agency management software… more
- Bloomberg (New York, NY)
- …workflows, aligned with DORA and similar mandates. + Serve as a trusted advisor to business and IT stakeholders, translating complex data needs into scalable and ... + Exposure to Qlik Cloud's advanced features including Insight Advisor , AutoML, and NLP dashboards. + 5+ years of...factors such as geographic location, work experience, market conditions, education/ training and skill level. We offer one of the… more
- M&T Bank (New York, NY)
- …member of the Management Development Program (MDP) and participates in ten weeks of Core Training and one year of On-the-Job (OJT) training . Core Training ... the team, you'll continue your partnership and with continuous training and support work towards building your own portfolio...your own portfolio of business, eventually becoming a Wealth Advisor or Investment Advisor Associate. There is… more
- TD Bank (New York, NY)
- …business from both existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages ... improve the customer experience + Acts as a trusted advisor expected to meet the needs of customers by...in personal performance management and development activities, including cross training within own team + Keeps others informed and… more
- JPMorgan Chase (New York, NY)
- …client's other advisors (attorney, accountant); highly respected by external professional advisor community. * Develop, retain and deepen client relationships. **New ... develop strategies for increasing business with current clients; professional advisor cultivation. **Educational/Administrative:** * The specialized and ever changing… more
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