- Truist (New York, NY)
- …below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination,… more
- City of New York (New York, NY)
- …Manage technical staff and consultants, including and in collaboration with the Trust 's Owner's Advisor and Owner's Representative teams. 6. Coordinate capital ... Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public...which authorized creation of the NYC Public Housing Preservation Trust (the Trust ). The Trust … more
- City National Bank (New York, NY)
- …for coding/tax treatment accuracy. * Gather/submit pertinent facts to the Senior Trust Advisor regarding situations requiring the use of fiduciary discretion ... point of contact for all aspects of probate and non-probate estate and trust matters assigned by National Manager. Driver of settlement process, aligning financial… more
- JPMorgan Chase (New York, NY)
- …decisions, prioritized AI capabilities, and major change initiatives + Develop deep, trust -based advisor relationships with key client stakeholders in management ... and the Lines of Business (LoBs) to drive delivery and achieve organizational alignment and buy-in + Build, lead, and mentor a high-performing team of program managers; ensure the team has the necessary resources, skills, and support to achieve their goals;… more
- Edward Jones (Staten Island, NY)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones… more
- Bank of America (New York, NY)
- Advisor Development Program Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...effective. **Role Specifics:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an… more
- Bank of America (New York, NY)
- Merrill Financial Solutions Advisor - SD Financial Center New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant… more
- Truist (New York, NY)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... in the community + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.… more
- Bank of America (Pittsford, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in… more
- Edward Jones (New York, NY)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients… more