- Bank of America (Melville, NY)
- …needs + Advocates for clients and prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, ... Private Client Advisor II Melville, New York **To proceed with...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Guardian Life (New York, NY)
- …Excellent with time management and have strong organizational skills + Interested in financial advisor recruiting + An effective communicator with the ability to ... all aspects of the complex process of transitioning a wealth management advisor + Collaborate across teams...+ Advocate for & teach colleagues, agency partners, and financial advisors + Perform comprehensive tracking and data analytics… more
- Comerica (New York, NY)
- Job Description Trust Advisor I - Special Needs SolutionsThe Trust Advisor I role serves as a relationship manager to more routine and standard relationships for ... training. Stays current on fiduciary/tax/legal changes that effect a client's wealth plan or administration of accounts. Team Member Responsibilities Assists with… more
- Bank of America (New York, NY)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Bank of America (New York, NY)
- …termination. The Client and Investment Management Specialist is responsible for supporting the Financial Advisor (s) and/or Advisor Team(s) overall client and ... registrations; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)...Client Solutions Advisory + Financial Analysis + Financial Forecasting and Modeling + Wealth Planning… more
- Bank of America (New York, NY)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... sales practice activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the… more
- Citigroup (New York, NY)
- …a premier wealth management organization, renowned for providing top-tier financial services to a discerning clientele. We are dedicated to innovation, ... Private Bank, Wealth at Work and Citigold Wealth Businesses + Develop the Advisor Productivity...financial services, fintech, or consulting. + Understanding of wealth banking products, particularly Deposits and Investment product and… more
- JPMorgan Chase (New York, NY)
- …Relationship Manager within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with ... their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong...of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal… more
- Neuberger Berman (New York, NY)
- …operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by ... Provide customized reporting and analysis to clients or the Wealth Advisor team on a regular or...experience preferred, particularly with Salesforce. + Broad knowledge of Wealth Management, financial products, and services. +… more
- JPMorgan Chase (New York, NY)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more