- StaffMyAgency LLC (Wantagh, NY)
- …specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division to offer ... wealth management and advisory services2, estate planning strategies and business solutions. Human guidance When you join New York Life, you're joining a strong… more
- National Financial Partners (Westport, CT)
- …on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor , consultant, and constant partner in helping clients ... and rigor are "have to haves" for this role; previous trading, portfolio management or wealth management experience is a "nice to have." As a key member of a… more
- Citigroup (Huntington, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... the center of everything we do. As a Senior Wealth Advisor , you will partner closely with...preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver… more
- Citigroup (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales Managers) ... (100+ individuals), Relationship Managers (100+ individuals), and other functions supporting wealth advisory sales. The Wealth Regional Director is directly… more
- Bank of America (Darien, CT)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Darien/Merrill-Team-Financial- Advisor \_25031654-2) **Job Description:** Merrill ... is culture driven, resilient, results focused and effective. **Merrill Team Financial Advisor Business Development Program** **The Merrill Wealth Management Team… more
- Citigroup (Huntington, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
- Bank of America (Stamford, CT)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Stamford/Merrill-Financial-Solutions- Advisor Southern-CT-Market\_25026967-1) **Job ... Merrill Financial Solutions Advisor - Southern CT Market Stamford, Connecticut **To...Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals,… more
- Bank of America (Melville, NY)
- …Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is… more
- Edward Jones (Patchogue, NY)
- …with clients to help them achieve their long-term financial goals: retirement, building wealth , estate strategies , funding education and more. As a financial ... 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 partner… more
- Broadridge Financial Solutions (Edgewood, NY)
- …our roadmap. You will play a meaningful role in crafting, influencing, and designing strategies to support one of the fastest growing business lines in the western ... products and geographies with a renewed focus on our Wealth Management Solution and we are looking to accelerate...+ Proven ability to develop and deliver Digital and Advisor product and technology capabilities. + Experience using data… more
- World Insurance Associates, LLC. (Farmingville, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services organization ... and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and manage relationships with… more
