- Santander US (Staten Island, NY)
- Financial Advisor - Centralized, Staten Island, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... exploring the possibilities **We Want to Talk to You!** The Financial Advisor - Centralized is responsible for identifying needs, understanding client objectives,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and guidelines as well as firm policies governing advisory accounts. A Senior Advisor , general investment advisory is expected to conduct reviews which can include - ... contact with internal customers to identify, research, and resolve problems. The Senior Advisor in this role will support Raymond James' Private Client Group to… more
- Kestra Financial (Cypress, TX)
- …growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person. This person will report ... to the Lead Advisor and be the primary contact for customer relationship...direct control Education and/or Experience + Bachelor's degree in finance , accounting or a related field preferred + The… more
- Commerce Bank (Wichita, KS)
- …Manager Award (Over $5 Billion) by Private Asset Management and 2021 Global Finance 's Best Private Banking Award for the Midwest Region. Commerce Trust administers ... $57 billion in total client assets. The Private Client Advisor "PCA" is accountable for the delivery of comprehensive...timely completion + Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing… more
- PNC (Pittsburgh, PA)
- …have an opportunity to contribute to the company's success. As a Business Analyst Advisor within PNC's Finance Project Management team within our Shared Services ... when applicable. A Business Analyst in this role will: * Provide high quality Finance SME services for assigned projects to ensure consistency and quality in the… more
- Equinox, Inc (Albany, NY)
- Sr. Recovery Advisor (LMSW/LMHC) - PROS Albany, NY (http://maps.google.com/maps?q=Albany+NY+USA+12206) Job Type Full-time Description Equinox is a non-profit human ... is strongly linked to positive mental health. Position Summary:The Senior Recovery Advisor provides leadership within the multidisciplinary PROS team along with a… more
- City of New York (New York, NY)
- …days a week, 365 days a year and throughout the five boroughs. The Senior Advisor for the Chief of Shelter Operations of the Department of Homeless Services plays a ... and other City agencies and government entities. The Senior Advisor reports directly to the Chief of Shelter Operations...experience equivalent to "1" above. Graduate education or a license may substitute for up to a maximum of… more
- Comerica (Dallas, TX)
- Job Description Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth, ... clients. Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...Qualifications:Minimum: + A Bachelor's degree in Business, Economics, or Finance + 7 years of experience sales and client… more
- Santander US (Holden, MA)
- Financial Advisor , Holden, MA Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the financial services ... Want to Talk to You!** **The Difference You Make:** The Financial Advisor is responsible for identifying needs, understanding client objectives, and making… more
- Atria Wealth Solutions (King, NC)
- …with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC area. ABOUT ALLEGACY: Do you ... others. Minimum completion of a 4- year degree in Finance , Business or related field, required. EXPERIENCE - Minimum...required. + North Carolina Life, Accident and Health Insurance License required. + CFP, ChFC, JD, CPA or similar… more
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