- Raymond James Financial, Inc. (Buffalo, NY)
- …customer service for our clients. As such, we are thrilled to be adding a Junior Financial Advisor to our team. The Advisor will begin by providing ... representing the Scheff and Liddell brand. From there, the Advisor will learn to develop and foster new relationships....of** + Economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of… more
- Lincoln Technical Institute (Whitestone, NY)
- …+ Assist with additional duties and responsibilities as requested/assigned. Requirements for a Financial Aid Advisor + Associate 's degree or an equivalent ... Lincoln Tech in Whitestone, Queens NY is seeking an on-campus Financial Aid Advisor who will serve as the support liaison between corporate financial aid… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer skills (Outlook, Word,… more
- Bank of America (New York, NY)
- …Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for ... Advisor Development Program Client Associate New...program, with the ultimate destination of becoming a Merrill Financial Advisor . You will be supported along… more
- 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 ... account reviews, report generation and meeting documentation/notes + Consult with lead advisor on investment strategies based on individual financial and… more
- Edward Jones (Staten Island, NY)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more
- Santander US (New York, NY)
- Associate - Financial Advisory, Structured Finance Country:...to Talk to You!** The Associate - Financial Advisory will be a strategic advisor to ... Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our… more
- CUNY (New York, NY)
- Associate Director for Strategic and Transfer Advising Initiatives (Academic Lead Advisor ) **POSITION DETAILS** **ABOUT JOHN JAY COLLEGE** John Jay College of ... in higher education. **POSITION OVERVIEW** In addition to the general duties the Associate Director for Transfer Advising will also be required to: + Coordinate… more
- JPMorgan Chase (New York, NY)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth ... Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made...not available in all states. Chase is a leading financial services firm, helping nearly half of America's households… more
- Edward Jones (New York, NY)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered… more