- JPMorgan Chase (New York, NY)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...and interacting with our clients to offer the best investment solutions to meet their financial needs. As a… more
- JPMorgan Chase (New York, NY)
- …all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash ... with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (Fresh Meadows, NY)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- NBT Bank (Williamsville, NY)
- …Requirements: FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review ... $58,500 - $520,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus… more
- Citigroup (New York, NY)
- …be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank… more
- Kestra Financial (Wappingers Falls, NY)
- …account reviews, report generation and meeting documentation/notes + Consult with lead advisor on investment strategies based on individual financial and ... The Associate/Service Advisor reports to the Lead Advisor ...+ Strong understanding of financial services industry and diverse investment products + Basic computer skills (Outlook, Word, Excel… more
- JPMorgan Chase (New York, NY)
- …the investment platform, focusing on improving client outcomes and advisor experiences. The team collaborates extensively with various stakeholders and senior ... manager research, and other areas to enhance our expansive investment product offering and advisor toolset. Through the enhancements you curate, you will improve… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …to identify client goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from ... Advisors. + Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios. + Assists… more
- JPMorgan Chase (New York, NY)
- …+ Establish collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor relations, ... the motivation to develop market opportunities. As the US Private Markets Investment Specialist, you will actively engage in maintaining and developing relationships… more
- Truist (New York, NY)
- …below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which ... specialist where appropriate. + Proactively engage with clients to deliver all non- investment and banking aspects to meet client objectives, including but not… more
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