- Edward Jones (Fresh Meadows, NY)
- … - Get registered and licensed and learn how to be a financial advisor with the industry's top training program1. + Salary for the first five years ... partner with clients to help them achieve their long-term financial goals: retirement, building wealth , estate strategies,...you see yourself ** + Learning to be a financial advisor through our comprehensive training… 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
- Citigroup (New York, NY)
- …work in a fast-paced environment and maintain high degree of interaction with the Financial Advisor , Relationship Managers and Wealth Executives. + When ... **Job** **Description** The Wealth Planning Specialist is a subject matter expert...key aspect is also to provide comprehensive education and training to financial advisors. The successful candidate… more
- KeyBank (Amherst, NY)
- …through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities. ... on projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a strong understanding of audit… more
- JPMorgan Chase (New York, NY)
- … Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of Chase Wealth Management (CWM), JP ... **Required qualifications, capabilities, and skills:** + Minimum of 6 years of financial services product or project management experience; Wealth Management +… more
- JPMorgan Chase (New York, NY)
- The Private Wealth Alternatives market, with an estimated $2 Trillion in assets, is experiencing rapid growth and presents significant opportunities for JP Morgan ... Billion in alternative assets and manage over $1.7 Trillion in assets for wealth managers worldwide. Our deep experience and scale enables JP Morgan Asset Management… more
- Neuberger Berman (New York, NY)
- …the Head of Sales Enablement, this role is focused on enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying ... teams and leadership. Key responsibilities include CRM administration, user training , issue resolution, and coordinating cross-system data integrations and… more
- Wells Fargo (New York, NY)
- …+ 8+ years in leadership positions managing large teams of bankers across Wealth Management in large, complex financial organization strongly preferred + ... **Wells Fargo Wealth & Investment Management** Wells Fargo Wealth...to some of the United States' leading providers of financial and investment services. Through WIM's businesses, we deliver… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on May...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Bank of America (Niagara Falls, NY)
- …is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I ... Financial Solutions Advisor Registration Candidate -...on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth… more