- Capital One (New York, NY)
- …expert for Core Compliance. You will actively participate in and support a fundamental transformation: moving from traditional spot-checking to an "always-on," ... across the enterprise, at all levels of the organizationOperate as a trusted advisor for a specific technology, platform or capability domain, helping to shape use… more
- Kestra Financial (Wappingers Falls, NY)
- The Associate /Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This ... critical in handling the day-to-day client management on behalf of the Lead Advisor . Essential Duties and Responsibilities + Supports Lead Advisor including… more
- KeyBank (Pearl River, NY)
- …93 N Middletown Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a ... with all partners. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product… more
- JPMorgan Chase (New York, NY)
- The Investment Associate is an integral member of the Financial Advisor 's team. An Investment Associate works in close partnership with the Financial ... in conjunction with or by direction of the Financial Advisor + Market and implement complex investment solutions in...Morgan Wealth Management products and services + Provides investment support across a diverse suite of products and applications… more
- JPMorgan Chase (New York, NY)
- …other stakeholders to innovate, design, and develop technology that will enhance the advisor and client experience. The Associate will contribute to product ... JP Morgan Private Bank Digital is seeking a motivated Associate to join our Alternatives Product team. This role...to identify leading private market trends that impact the advisor and client experience + Collect and analyze … more
- JPMorgan Chase (New York, NY)
- …invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be responsible ... funds, ETFs, and separately managed accounts in partnership with an External Client Advisor . This role provides an opportunity to demonstrate your passion for the… more
- JPMorgan Chase (New York, NY)
- …invested, staying invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist financial advisors in ... broader capital markets by providing timely solutions. In collaboration with a Client Advisor , you will aim to meet the objectives for your territory through… more
- JPMorgan Chase (New York, NY)
- …solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, operational ... marketing and administrative support to Private Client Advisors within Wealth Management. **Job...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… more
- H&R Block (New York, NY)
- …work, and play, our door is always open. A Typical Day Joining us as an Associate Team Leader, you'll support a single retail office during tax season to ... History of delivering outstanding customer experiences What you'll bring to the team + Support the Multi-Unit Team Leader, serving as onsite point of contact for tax… more
- CUNY (Brooklyn, NY)
- …towards their associate and bachelor degrees. Reporting to the ASAP|ACE Associate Director of Advisement, the Academic Advisor is responsible to carry ... as well as faculty to provide coordinated services and support student success. The Academic Advisor assists...support students. **CUNY TITLE OVERVIEW** Accelerated Study in Associate Programs (ASAP) helps students earn their college degree… more
- Edward Jones (Marlboro, 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...a difference in your community. **We'll give you the support you need. Our team will be there every… more
- CUNY (New York, NY)
- …towards their associate degree.Reporting to the ACE Director, the academic advisor is responsible to carry out advisement services to their cohort of students ... as well as faculty to provide coordinated services and support student success. The academic advisor assists...services and support student success. The academic advisor assists with all program initiatives, including special events… more
- Fordham University (Bronx, NY)
- …years of relevant experience in higher education, academic advising, or transfer student support . Senior Academic Advisor : Minimum of 5 years of relevant ... CLC Advising Center Position Summary: Reporting to the Senior Associate Dean of Fordham College at Lincoln Center (...College at Lincoln Center ( FCLC ), the Academic Advisor for Juniors provides holistic, personalized guidance to Juniors… more
- Fordham University (Bronx, NY)
- …years of relevant experience in higher education, academic advising, or transfer student support . Senior Academic Advisor : Minimum of 5 years of relevant ... Senior Assistant Dean for Arts and Sciences at Rose Hill, the Academic Advisor provides holistic, personalized guidance to First and Second Year students in Fordham… more
- TD Bank (Middle Village, NY)
- …you learn the requisite set of skills to qualify for the role of Financial Advisor Associate (FAA) in the expected time frame. Once the Trainee program is ... of skills to qualify for the role of Financial Advisor Associate within a specified time frame...the Bank, those we serve, and the economies we support . We are guided by our vision to Be… more
- Humana (Albany, NY)
- …and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to ... caring community and help us put health first** The Acquisition Integration Advisor performs project-oriented duties related to the integration of an acquired entity… more
- Edward Jones (Syracuse, NY)
- …way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch ... simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on...help you run your branch. World-class products, services and support . And the stability of a firm built on… more
- TIAA (Latham, NY)
- **Wealth Advisor ** Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their ... that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client… more
- CUNY (New York, NY)
- Student Career Advisor - Career Center **POSITION DETAILS** The Hunter College Career Center seeks a motivated and student-centered professional to support ... to enhance career readiness and access to meaningful opportunities. The Student Career Advisor will report to the Student Career Program Director. In addition to the… more
- CSEA (Albany, NY)
- Employee Program Assistant ( Advisor ) (STARTING AT $56,655, FUNDED THROUGH ARTICLE 14 OF THE AGREEMENT BETWEEN CSEA AND STATE OF NEW YORK). JOB SUMMARYUnder the ... general direction of the Coordinator of Advisement Services, the Advisor is responsible forproviding information and clarification on policies and procedures… more