- Bank of America (Springfield Gardens, NY)
- Credit Solutions Advisor - Springfield Gardens Springfield Gardens, New York **Job Description:** ** Credit Solutions Advisor II** At Bank of ... Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions ...Bank of America for 1 year + Knowledge of credit and home lending requirements + Actively listens to… more
- Atria Wealth Solutions (Corning, NY)
- Through its relationship with CUSO Financial Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and ... the surrounding areas. Established in 1954, First Heritage Federal Credit Union has over $730 million in assets and...able to motivate other team members to promote the solutions to help clients pursue their goals. As a… more
- Bank of America (Great Neck, NY)
- Business Solutions Advisor - Great Neck Financial Center Great Neck, New York **Job Description:** At Bank of America, we are guided by a common purpose to help ... deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job… more
- Truist (New York, NY)
- …track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...through delivery of the full suite of Truist Wealth solutions . Accomplished and highly proven at acquiring new clients… more
- Edward Jones (Staten Island, NY)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences… more
- JPMorgan Chase (New York, NY)
- …relationships and making meaningful contributions to our business with customized wealth management solutions . As an Advisor Trainee in Global Private Bank, you ... 2026 Global Private Bank Advisor Program (SUMMER Analyst) - USPB **Short Description**...solutions and services across our industry leading investments, credit , banking and Trust & Estates practices. This individualized… more
- Edward Jones (New York, NY)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs.… more
- JPMorgan Chase (New York, NY)
- …advisor , you'll help clients achieve their financial goals by delivering tailored solutions across our leading investments, credit , banking, and Trust & ... about building meaningful relationships and excel at crafting innovative solutions to meet diverse client needs, we have an...Estates practices. As a 2026 Global Private Bank Advisor in the Global Families Group, you will have… more
- M&T Bank (Hauppauge, NY)
- …of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or ... assuring the client has access to all resources and solutions of the firm.Work closely with Client Managers, Custom... of the firm.Work closely with Client Managers, Custom Credit , Investment Advisors and Trust Officers to assess client's… more
- Bank of America (Melville, NY)
- …needs + Advocates for clients and prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, ... Private Client Advisor II Melville, New York **Job Description:** At...to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must *… more