- Kestra Financial (Wappingers Falls, NY)
- The Associate /Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This ... critical in handling the day-to-day client management on behalf of the Lead Advisor . This is a full-time, in-person position, and the selected candidate is expected… more
- Bank of America (New York, NY)
- Advisor Development Program Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ Advisor -Development-Program-Client- Associate \_25047509) **Job Description:** ** Advisor Development… more
- Edward Jones (Port Jefferson, NY)
- …of applicants. **If you're looking for a challenging and rewarding career** , the Associate Financial Advisor role at Edward Jones may be the right opportunity ... Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively...the lives of our clients. **We'll give you the support you need.** **Our team will be there every… more
- JPMorgan Chase (New York, NY)
- The Investment Associate is an integral member of the Financial Advisor 's team. An Investment Associate works in close partnership with the Financial ... in conjunction with or by direction of the Financial Advisor + Market and implement complex investment solutions in...Morgan Wealth Management products and services + Provides investment support across a diverse suite of products and applications… more
- KeyBank (Mahopac, NY)
- **Location:** 981 Route 6 - Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a ... aligned with this position. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product… more
- JPMorgan Chase (New York, NY)
- …invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be responsible ... funds, ETFs, and separately managed accounts in partnership with an External Client Advisor . This role provides an opportunity to demonstrate your passion for the… more
- JPMorgan Chase (New York, NY)
- …investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked with delivering ... exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... + Experience developing and managing client relationships + Sales or sales support experience + A BS/BA degree or higher **Job Expectations:** + Individuals… more
- H&R Block (New York, NY)
- …work, and play, our door is always open. A Typical Day Joining us as an Associate Team Leader, you'll support a single retail office during tax season to ... History of delivering outstanding customer experiences What you'll bring to the team + Support the Multi-Unit Team Leader, serving as onsite point of contact for tax… more
- The Estee Lauder Companies (New York, NY)
- …to eligible employees, including health insurance coverage, wellness and family support programs, life and disability insurance, retirement savings plans, paid leave ... programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company **Equal Opportunity Employer:** It is Company's policy not to discriminate against any employee or… more