- JPMorgan Chase (New York, NY)
- …processes. + Strong familiarity or ability to quickly become familiar with financial planning, retirement planning, charitable planning, tax planning, and estate ... JP Morgan:** JP Morgan is a global leader in financial services, committed to delivering exceptional solutions and advice...launch. + Partner with Technology, Morgan Private Advisory, and advisor leadership to build new digital enhancements in the… more
- PNC (Pittsburgh, PA)
- …corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to ... developing client solutions and strategies, including lending, investment management, estate/ retirement planning and trust administration. PNC Private Bank takes a… more
- Excellus BlueCross BlueShield (Buffalo, NY)
- …account handling. This includes but is not limited to acting as a strategic advisor to support clients in the decision-making process relative to benefit design, ... financial impacts, member experience, and industry trends. The incumbent...and assist with retention activities as a trusted Labor Advisor . For Ancillary Accounts: positions in this area are… more
- Citizens (Rochester, NY)
- …7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... be responsible for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating… more
- CalSTRS (Sacramento, CA)
- Job Posting: Assistant Director of Enterprise Risk Management State Teachers' Retirement System JC-490920 - Assistant Director of Enterprise Risk Management ... FINANCIAL ACCOUNTANT IV $11,583.00 - $13,153.00 per Month New...the Director for risk and compliance matters including policy advisor to the Chief Executive Officer, Executive Staff, the… more
- City of New York (New York, NY)
- …inequities. As DOHMH scales NFHV to reach more families, the Public Health Advisor II role is essential to the successful delivery of services. Position Summary: ... Reporting to the Supervising Public Health Advisor , the Public Health Advisor II will...per a 2024 assessment. o additional health, fitness, and financial benefits may be available based on the position's… more
- BlackRock (Princeton, NJ)
- …Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from iShares ETFs, ... to deliver One BlackRock to third-party intermediaries like RIA's and Financial Advisors from wirehouse, regional and independent firms.** **Role Description** **Due… more
- JPMorgan Chase (Tampa, FL)
- …for each client within your assigned portfolio, and a senior leader as trade advisor for complex Letter of Credit transactions. The assigned client portfolio may be ... in Trade Finance / Letters of Credit + Robust background working as advisor negotiating and structuring agreements supporting Letters of Credit + Strong focus on… more
- Bank of America (Princeton, NJ)
- …effective. **Job Description:** The Business Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to ... Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration… more
- Hillside Family of Agencies (Rochester, NY)
- …(HCC). The role ensures that all contractual agreements align with legal, financial , and operational standards, while minimizing risk to the organization. This role ... the Executive Directors, Vice Presidents, Chief Operating Officer and Legal Advisor . Essential Job functions + Lead the development, implementation and continuous… more