- Citizens (Rochester, NY)
- Description If you're passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, ... 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison between… more
- Guardian Life (New York, NY)
- …Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and ... Worth Specialist plays a critical role in driving growth within our wealth management business by supporting financial professionals in identifying, positioning, and… more
- 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
- Wellington (New York, NY)
- …+ Establish and lead a new sales enablement function, initially focusing on the US Wealth market, with plans to expand support to Global Wealth and the Global ... teams. + Collaborate closely with marketing to enhance the advisor experience and engagement strategies. + Track and measure...role. + Proven track record developing and/or leading US Wealth sales enablement within an asset management firm. +… more
- Wells Fargo (Woodbury, NY)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas ... . **In this role, you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities such as… more
- World Insurance Associates, LLC. (Farmingville, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services organization ... and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and manage relationships with… more
- KeyBank (Albany, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- KeyBank (Albany, NY)
- …help customers plan for retirement, educate their families, save on taxes, and pass wealth from one generation to the next. The Key Investment Services Internship is ... a structured 10.5-week experience designed to provide meaningful exposure to the wealth management industry. Interns will engage in impactful work, receive ongoing… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... responsible adoption of AI technologies. The ideal candidate is a proactive advisor who can integrate privacy considerations into the entire data lifecycle-ensuring… more
- Guardian Life (New York, NY)
- …supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values. ... applicable laws, regulations, and compliance standards impacting Guardian's retail wealth management business, including its affiliated broker-dealer and investment… more