- Oliver James (New York, NY)
- We are partnering with a fast-growing, advisor -first RIA that offers equity, high-end support, and career development for ambitious advisors who are ready to break ... the next step toward true partnership and long-term growth. Whether you're a seasoned advisor tired of limited flexibility, or a rising star who feels boxed in by… more
- JPMorgan Chase & Co. (New York, NY)
- …want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Citigroup, Inc. (New York, NY)
- …where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) Organize ... incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate the complex … more
- Citigroup, Inc. (Forest Hills, 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) ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
- Goldman Sachs, Inc. (Parsippany, NJ)
- …Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor -led wealth management businesses provide financial ... planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Across… more
- MUFG Bank, Ltd. (New York, NY)
- …voice 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...not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures… more
- Range (New York, NY)
- …than any other resource in the world. If you're looking for a traditional financial planning company, look elsewhere. Our planning team not only provides A+ service ... big thing in WealthTech. Join us as we make financial wellness accessible for millions more people! Job Overview:...for clients. You will collaborate closely with our Certified Financial Planners(R) to devise and implement tax strategies that… more
- Macy's (Paramus, NJ)
- …place to work. Job Overview As a Cosmetic Sales colleague, also known as a Beauty Advisor , your focus is to support the Beauty needs of our customers to drive sales. ... Annual merit review Employee Assistance Program with mental health counseling and legal/ financial advice Access the full menu of benefits offerings here. What You… more
- Jiffy Lube (Roselle, NJ)
- …and communicate any special circumstances that impact overall satisfaction. The service advisor must be able to analyze, comprehend and recommend financial ... up your sleeves and leading by example to motivate and inspire Service Advisor Qualifications Previous experience is essential and requires a minimum of 1-year… more
- Fiserv, Inc. (Berkeley Heights, NJ)
- …move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a ... a global scale, come make a difference at Fiserv. Job Title Risk Assurance - Senior Advisor I What does a successful Line of Business Risk Officer do? The Line of… more
- Houlihan Lokey, Inc. (New York, NY)
- Business Unit: Financial and Valuation Advisory Industry: Corporate Valuation Advisory Services Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with ... expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory....for the past two years, the No. 1 M&A advisor for the past 10 years in the US,… more
- Houlihan Lokey, Inc. (New York, NY)
- Business Unit: Financial Sponsor Coverage Group Industry: No Industry Overview...for the past two years, the No. 1 M&A advisor for the past 10 years in the US, ... expertise in mergers and acquisitions, capital markets, capital solutions, financial restructuring, and financial and valuation advisory....the No. 1 global restructuring advisor for the past 11 years, and the No.… more
- Santander Holdings USA Inc (New York, NY)
- …Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our ... You Make: The Vice President will be a strategic advisor and transaction lead to our clients in financing...mandates Lead teams in the execution of financing and financial advisory assignments Lead team in maintaining knowledge of… more
- JPMorgan Chase & Co. (New York, NY)
- …on a global team that is passionate about personalizing client and advisor -facing experiences, focusing on Wealth Management Personalization, to help both the client ... the opportunity to help people invest on their own or with an advisor , informed by industry-leading proprietary research and third-party market data, tools, and… more
- JPMorgan Chase & Co. (New York, NY)
- …digital advisor transformation in the fast-paced digital landscape of financial services. Our Product teams provide critical insights to shape product direction, ... Onboarding & Account Opening team builds scalable and integrated Client and Advisor facing experiences that make it seamless to establish new investment accounts… more
- Insurance Recruiting Solutions (New York, NY)
- …markets, premium finance, and life settlements -to support and grow advisor partnerships across the country. Key Responsibilities Cultivate and expand relationships ... with independent life agents, financial advisors, and producer groups nationwide Drive life and...(case design, underwriting, operations) to ensure a seamless, high-touch advisor experience Qualifications & Experience 5+ years of experience… more
- NICE (Hoboken, NJ)
- …Become intimately familiar with the assigned account base and become the trusted advisor to the customer for better business outcomes. Maintain a working knowledge ... in the CSM function. Working technical knowledge of fighting financial crimes software/design/functionality. Experience in managing the business aspects of… more
- JPMorgan Chase & Co. (New York, NY)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management, you ... customers want. You will lead a team of a Financial Advisors who service a wide range of clients,...qualifications, capabilities, and skills At least 5 years of Advisor management experience required, coupled with a proven track… more
- Vise (New York, NY)
- …experience in an account management, client relationship or sales role in financial services Experience with and general understanding of the RIA industry framework ... degree with an excellent record What you will own Manage advisor relationships within currently signed partners Drive additional revenue opportunities within… more
- Moxie Strategies (New York, NY)
- …the public domain. This is not a backseat role. You'll be the trusted advisor , the strategic partner, the project manager, and the driving force behind major ... initiatives. What You'll Do: Client Leadership & Engagement: Serve as the go-to advisor for key New York-based clients, ensuring their priorities and goals are met… more
