- Citigroup (New York, NY)
- …and results-driven Business Analyst to work on the development and optimization of our Advisor Insights (Next Best Action) Platform Suite. In this role, you will be ... + Work closely with Product Owners and Product Lead to build solutions for advisor engagement and scale + Define and communicate a compelling product vision for NBA… more
- JPMorgan Chase (New York, NY)
- …and adoption of new products, services, and processes across the Chase Wealth Management organization. This role is accountable for team leadership, strategic ... business outcomes to identify opportunities for process improvement and enhanced advisor /client experience. + Ensure consistent delivery of training, support, and… more
- JPMorgan Chase (New York, NY)
- …engaging digital experience for our clients. + Significantly enhance the JPMorgan advisor 's experience and their ability to service clients by seamlessly blending ... our product solution journey and passionate about transforming the advisor and client experiences, so this is an exciting...client experience across all stages of the asset and wealth management journey with JPM * Leverage data to… 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 ... 6, 7, or 65 license (required). + Proven experience in financial advising, wealth management, or investment planning. + Strong knowledge of financial products and… 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 ... goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + **Client Engagement**… more
- Truist (New York, NY)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and ... of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements. 8. Establish strong partnerships with… more
- Microsoft Corporation (New York, NY)
- …in targeted business outcomes, driving revenue growth for Microsoft. As an **Industry Advisor - Capital Markets** , you will have the opportunity to lead ... **Industry Leadership & Strategic Planning** + Serve as a trusted industry advisor on digital and Artificial Intelligence (AI) transformation, bringing a multi-year… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
- JPMorgan Chase (New York, NY)
- Be part of a dynamic team at JP Morgan Wealth Management, where your expertise helps protect our Online Investing business and supports investors in achieving their ... long-term financial goals. As a trusted advisor , you'll drive innovative solutions to complex challenges and maintain a relentless focus on risk and controls. As an… more
- Raymond James Financial, Inc. (Depew, NY)
- …reports and client-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing Client Relationship Management ... of a team + Provide a high level of customer service _Custom Wealth Strategies and its employees are_ **_independent contractors with respect to Raymond James_**… more