- 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
- Neuberger Berman (New York, NY)
- …Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group responsible ... deliver a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will...client preparedness, and presentation skills + Experience managing and training team members + Deep knowledge of financial… more
- Wells Fargo (New York, NY)
- … advisors, clients, and internal partners, serving as a liaison to advance financial advisor and client penetration. + Ensure all banking activities comply ... + 6+ years in leadership positions managing large teams of bankers across Wealth Management in large, complex financial organization strongly preferred + Proven… more
- Guardian Life (New York, NY)
- As a Senior Manager, External Communications - Financial Advisor Network, you will shape and lead a scalable communications and PR program that empowers our ... You will report to the External Communications Lead, Client Solutions and Wealth Management and Financial Protection and Retirement Solutions **Location:** This… more
- JPMorgan Chase (White Plains, NY)
- …across markets + Partner with Market Directors of Wealth to support Advisor performance and development through onboarding and training , and periodic in ... to offer our customers the best solutions for their financial needs. You are passionate about people, helping to...advice. As a Regional Support Lead in JP Morgan Wealth Management, you will report to the Regional Director… more
- Equitable (New York, NY)
- Entry Level - Financial Advisor - NY, New York (2481) ( PIN\_15024 ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable Advisors ... lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering...Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** +… more
- Robert Half Finance & Accounting (Utica, NY)
- Description We are seeking a motivated and client-focused Financial Advisor to join a growing financial services firm in Troy, NY. This role is ideal for ... 7, or 65 license (required). + Proven experience in financial advising, wealth management, or investment planning....top jobs, competitive compensation and benefits, and free online training . Stay on top of every opportunity - whenever… more
- HUB International (New York, NY)
- …dynamic company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA ... insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue… more
- Citigroup (New York, NY)
- …for helping to educate Citi Wealth 's global banker, investment counselor and financial advisor base on existing and newly launched opportunities to Citi ... private equity and real estate opportunities for distribution to Citi Wealth 's client base. The position will involve the analysis, diligence, structuring,… more
- JPMorgan Chase (New York, NY)
- …market insights to investors, and engage with business priorities for **J.P. Morgan's Wealth Management business** . You will not only have prior experience in macro ... and able to both educate and entertain a range of client and advisor types. **Job Responsibilities** + Deliver our cross-asset class investment views, via client… more