- Affinity.co (New York, NY)
- …$120M to empower dealmakers to find, manage, and close more deals. How? Our Relationship Intelligence platform uses the wealth of data exhaust from trillions of ... and success of our clients. Act as a trusted advisor to our customers to drive broad product adoption...Capitalists, Consultants, and other strategic dealmakers to deliver automated relationship insights that drive over 450,000 deals every month.… more
- BDO USA (New York, NY)
- …and leads a small team of Associates/Analysts May act as a Career Advisor to Associates and Senior Associates, as assigned Qualifications, Knowledge, Skills, and ... written and verbal communication, listening, problem solving, interpersonal, and relationship -building skills Strong financial modeling, research, and financial analysis… more
- StaffMyAgency LLC (Wantagh, NY)
- …the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team ... and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division to offer wealth… more
- NYL - Melville (Melville, NY)
- Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job ... monetary assets and all other financial situations related to wealth management to help clients define and achieve their...and secure new clients to serve as a trusted advisor for crucial financial decisions *Be a coachable, organized… more
- Truist (New York, NY)
- …(United States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth ... wealth clients. Responsible for developing and deepening client relationships...+ Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- Citigroup (Hewlett, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... the center of everything we do. As a Senior Wealth Advisor , you will partner closely with...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- TIAA (New York, NY)
- ** Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... applies the learning to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their… more
- Tompkins Community Bank (Mount Kisco, NY)
- …experience. + Minimum of five (5) years' of solid experience in Wealth Management, Business Development and Relationship Management functions required. + ... Responsible for building and maintaining existing client relationships; creating comprehensive wealth plans and coordinated financial strategies to align with each… more
- US Bank (New York, NY)
- …we empower you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance ... stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments,...growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With… more
- JPMorgan Chase (Carle Place, NY)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...solutions to your clients by relying on leadership and relationship -building skills. This will be done with a consistent… more
