- Bank of America (Huntington Station, NY)
- Financial Solutions Advisor - Central Long Island Market Great Neck, New York;Deer Park, New York; Manhasset, New York; Glen Cove, New York; Huntington ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Great-Neck/ Financial - Solutions - Advisor Central -Long-Island-Market\_25034967) **Job… more
- JPMorgan Chase (Fresh Meadows, NY)
- …with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will ... and skills** + At least 2 years in a Financial Advisor role or equivalent financial...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… more
- Tompkins Community Bank (Syracuse, NY)
- …in Ithaca, or Syracuse, New York offices. Position Summary: The Wealth Advisor is responsible for building and maintaining client relationships by delivering ... comprehensive wealth planning and coordinated financial strategies aligned with each client's goals and values....goals and values. This role serves as a key advisor and team collaborator, integrating investment, banking, trust, and… more
- TD Bank (Rego Park, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... financial advisors or planners who will be providing financial planning guidance & selling investment management solutions...their client's goals. The role will serve as the central point of contact, responsible for providing client service… more
- TD Bank (Middle Village, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable ... financial advisors or planners who will be providing financial planning guidance & selling investment management solutions...their client's goals. The role will serve as the central point of contact, responsible for providing client service… more
- TD Bank (Bronx, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable ... financial advisors or planners who will be providing financial planning guidance & selling investment management solutions...their client's goals. The role will serve as the central point of contact, responsible for providing client service… more
- JPMorgan Chase (New York, NY)
- If you excel at crafting tailored financial solutions and are eager to build strong client relationships, we have an exciting opportunity for you. By joining our ... Central America, South America, and Brazil. As an Advisor Trainee in Global Private Bank, you will gain...our locations and more. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions… more
- KeyBank (Albany, NY)
- …consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of ... **Location:** 1900 Central Avenue - Albany, New York 12205 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with… more
- KeyBank (Albany, NY)
- …Planner (CFP) certification is preferred for candidates pursuing a career as a Financial Advisor . **Skills** + Analytical Skills: Ability to analyze financial ... **Location:** 1900 Central Avenue - Albany, New York 12205 **Summer...Problem Solving: Capability to identify issues and develop effective solutions in a financial services context. +… more
- JPMorgan Chase (New York, NY)
- …professional services, or customer advisory functions. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to ... product evolution. As a Customer Success Manager in JPMC's central Infrastructure Platforms team, you develop and maintain customer...to support your customer broadly as their cloud tech advisor and navigator of the IP org which includes… more
- UKG (Albany, NY)
- …at UKG, your work matters-and so do you. **About the Role:** The Enterprise Solutions & Experience (ESE) organization is central to the UKG strategy, enabling ... to optimize portfolio effectiveness. Leadership & Influence + Serve as a trusted advisor to the CIO and ESE leadership team on portfolio direction and investment.… more
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial ... The ideal candidate has a strong understanding of the Financial Advisor role and the ability to...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… more
- University of Rochester (Rochester, NY)
- …wide central treasury operations. Using knowledge and application of financial and accounting principles, conducts analysis of complex financial data; ... the accuracy, completeness, and effectiveness of all aspects of treasury financial information at the University. Supervising a team of treasury professionals,… more
- Research Foundation CUNY (New York, NY)
- …tools. This is a newly created role and reports to the Senior Advisor for Academic and Career Integration. Other Duties Strategic Development and Implementation + ... enhancements to improve usability, efficiency, and impact + Liaise with CUNY central leadership to ensure alignment with university-wide policies and strategies for… more
- University of Rochester (Rochester, NY)
- …for academic and central administrative functions. The CCE is a trusted advisor to senior leadership as well as the president, and the University's Board of ... equity considerations._ **Responsibilities:** The Chief Compliance Executive for Academic and Central Administration (CCE) serves as a senior leader and key member… more
- Wells Fargo (New York, NY)
- At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at ... team focuses on several key risk types, including conduct, credit, financial crimes, information security, interest rate, liquidity, market, model, operational,… more
- JPMorgan Chase (New York, NY)
- …and organizational skills, and attention to detail JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... stakeholders and partners covering Quantitative Research, Trading, Sales, Controls, Technology, central data and analytics teams, and other business managers to… more
- JPMorgan Chase (New York, NY)
- …integrated investment banks in today's environment JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... broader Strategic Investors Group in the Investment Bank, which covers additional financial firms such as Private Equity, Infrastructure, Pension Fund and Sovereign… more
- Warner Bros. Discovery (New York, NY)
- …editing tools, etc. The Senior Manager also serves as a trusted advisor to executives and business leaders, driving innovation, supplier performance, and ... on strategy, positioning, and risk mitigation. + Understands both vendor solutions and WBD's workflow / architecture to optimize negotiations using competition,… more
- MUFG (New York, NY)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... With a vision to be the world's most trusted financial group, it's part of our culture to put...project finance franchise is world-class, and we have strong solutions capabilities in interest rate & currency risk management,… more