- Bank of America (New York, NY)
- Direct Markets Coverage Brokerage Services Financial Advisor New York, New York **To proceed with your application, you must be at least 18 years of ... and effective. **Role Specifics** The Direct Markets Coverage Group, Brokerage Services Financial Advisor...planning strategies + Delivery of an appropriate level of service over the lifetime of the client relationship based… more
- Bank of America (New York, NY)
- Brokerage Services Financial Advisor 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/ Brokerage - Services - Financial - Advisor \_25045413) **Job Description:**… more
- Bank of America (Commack, NY)
- Financial Solutions Advisor - Eastern Long...Has at least one year experience working in the financial service industry and/or a sales environment ... in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or… more
- Bank of America (Newburgh, NY)
- …and services . + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. ... Financial Solutions Advisor - Albany/Hudson Valley...+ At least three years' experience working in the financial service industry and/or a sales environment… more
- M&T Bank (Buffalo, NY)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of ... primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based… more
- M&T Bank (Buffalo, NY)
- …Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... *Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and...interests in mind; offer an array of products and services best suited to meet those needs; sell and… more
- Citigroup (New York, NY)
- …a financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and ... through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment...experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time… more
- Citigroup (Brooklyn, NY)
- …+ 5-8 years of experience + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role....experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time… more
- WTW (New York, NY)
- …insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts in ... **Description** As a Healthcare Financial /Actuarial Director, you will be a key member...initiatives. **Qualifications** + 10+ years of experience in professional services , ideally in a benefits consulting, brokerage ,… more
- Foresters Financial Services (Albany, NY)
- …financial -specialists) , First Allied Securities and Summit Brokerage Services (https://www.cetera.com/firms/summit- brokerage - services -inc) ... Apply Description What we need: This role supports the Registered Financial Services Sales Representative's business with day-to-day administrative assistance… more