- Bank of America (New York, NY)
- Advisor Development Program Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... focused and effective. **Role Specifics:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into… more
- James Perse Los Angeles (NY)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR TRIBECA LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is ... set forth by the company with a focus on client development and client sales....standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all… more
- Tiffany & Co. (New York, NY)
- …deliver excellence and to contribute to Tiffany & Co.'s continued legacy. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying the ... sales plan + Foster a clienteling culture, encourage an entrepreneurial spirit, reinforce client development to grow outreach business. **Sales:** + Deepen the… more
- Bank of America (New York, NY)
- …internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your ... ability to progress to the next phase as an advisor + Prioritizes client requests and makes...+ Experience balancing investment management, sales activities, and new client development + Strong computer skills and… more
- Bank of America (Brooklyn, NY)
- …your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program , one that provides you with ... be taught the foundational skills needed to be an advisor - from acquiring, building and managing client...you need as you move through the stages of development Once you have demonstrated success as a licensed… more
- Bank of America (Rochester, NY)
- …your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program , one that provides you with ... be taught the foundational skills needed to be an advisor - from acquiring, building and managing client...you need as you move through the stages of development Once you have demonstrated success as a licensed… more
- Edward Jones (Staten Island, NY)
- …you need to succeed in our client -first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to ... contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate...business takes time, so we've built a new financial advisor compensation program that supports and rewards… more
- Truist (New York, NY)
- …a portfolio of high net worth clients + Graduate of a leadership or management development program (Such as LDP, Banking School) **Truist stands for better** Our ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...specialists and IRM partners who are designated to support client service and business development efforts (eg… more
- Bank of America (Pittsford, NY)
- …your clients, let's connect. Contact us to get more details about our Experienced Advisor Program , competitive compensation package, and how we can help you meet ... generation. + Experience balancing investment management, sales activities and new client development . + Achieved additional professional designations such as… more
- Santander US (Staten Island, NY)
- …recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a ... Financial Advisor - Centralized, Staten Island, NY Country: United...meetings, training initiatives, and planning sessions related to the development and growth of the program . +… more
- Fiserv (Albany, NY)
- …options and a range of well-being resources through our Fuel Your Life program . + Advance your career with training, development , certification, and internal ... a global scale, come make a difference at Fiserv. **Job Title** Raddon Strategic Advisor **What does a successful Strategic Advisor do at Fiserv?** The Strategic… more
- TD Bank (Rego Park, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for ... and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our… more
- TD Bank (West Babylon, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a draw, for financial ... and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our… more
- TD Bank (Rye Brook, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor role is a three-year program with a forgivable draw, for ... and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our… more
- Thrivent Financial (New York, NY)
- …variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program . After onboarding, you'll have control over ... incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding...to serve clients in your chosen community. + Make client appointments by leveraging your network and Thrivent's reputation,… more
- TIAA (Ithaca, NY)
- …Requirements: Sedentary Work **Career Level** 8IC Related Skills Business Development , Client Relationship Management, Collaboration, Consultative Communication, ... **Wealth Management Advisor ** Supported with a robust array of resources...a demonstrated ability to uncover the needs of the client . * Giving and receiving constructive feedback are hallmarks… more
- Atria Wealth Solutions (Corning, NY)
- …Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in Corning, ... to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are not limited to,...on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program… more
- Wells Fargo (New York, NY)
- …acquisition process from beginning to end + 3+ years of demonstrated business development experience within private client wealth management + Proven track ... **About this role:** Wells Fargo is seeking a Senior Specialty Asset Advisor to join the Specialty Asset Management organization within Wealth & Investment… more
- The Child Center of NY (Flushing, NY)
- Job Title: College and Career Advisor Department: Youth Development Reports To: Program Coordinator, Assistant Director, Program Director, Senior ... Program Director Effective Date: 7/1/21 FLSA: -Exempt Summary College and Career Advisor is responsible for working with students to develop a plan for success in… more
- Equitable (New York, NY)
- Entry Level - Financial Advisor - NY, New York (2481) ( PIN\_15024 ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable Advisors ... becoming a wealth manager through licensing and employment. **Role Highlights** + ** Client Engagement** : Build and nurture client relationships through… more