- TD Bank (Melville, NY)
- …you ready to launch the next bold chapter of your career? As a Financial Advisor , you'll step into a three-year career-launching program, offering a competitive ... TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and...and smart investments, this is your moment. As a Financial Advisor you will leverage your experience… more
- Bank of America (Jericho, NY)
- …you move through the stages of development Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress ... of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity...your practice as the industry evolves and changes. * Opportunities to connect with experts including small business consultants,… more
- Bank of America (New York, NY)
- …you move through the stages of development Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress ... of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity...your practice as the industry evolves and changes. * Opportunities to connect with experts including small business consultants,… more
- Bank of America (New York, NY)
- …you need, as you move through the stages of development and move into the Merrill Financial Advisor role. During this stage of your journey, you will receive the ... and guidance through a defined path to become the financial advisor you want to be. You...Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to… more
- Edward Jones (Brookfield, CT)
- …+ Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program1. + Salary for the first five ... yourself at a professional crossroads, a career as a financial advisor may be the right change...you put in + A compensation package that includes opportunities for commissions, profit sharing and incentive travel +… more
- JPMorgan Chase (New York, NY)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on… more
- M&T Bank (Mamaroneck, NY)
- …Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... in alignment with their individual needs. + *Coach and mentor less experienced Financial Advisors, Licensed Bankers and Business Banking staff to ensure quality… more
- KeyBank (Tarrytown, NY)
- …Be an active member of the Branch team. Engage licensed and non- licensed Branch personnel to identify investment referral opportunities from new clients and ... 10591 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- JPMorgan Chase (New York, NY)
- …with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, ... through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available through Chase… more
- JPMorgan Chase (New York, NY)
- …role in shaping the future of our US Funds Management business. This is your opportunity to work with one of the largest and most diverse fund complexes in the ... with us and make a significant impact in the financial industry. As an Attorney in the JPMorgan Asset...to a wide range of investment products and the opportunity for advancement in a fast-growing segment of our… more
- CVS Health (Darien, CT)
- …stores and continuing to grow. We are seeking a talented, sales oriented, Licensed Beauty Sales Consultant who is passionate about the beauty industry and believes ... customers to ensure they have a world class beauty advisor experience. + Provide personalized sales service based on...and uphold the highest standards of service. + CVS Licensed Beauty Sales Consultants are required to provide ear-piercing… more
- KeyBank (Fairfield, CT)
- …their day, personally, professionally, and financially. + Listen for clues for financial wellness opportunities during client conversations and provide effective ... Connecticut 06824 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and… more
- Deloitte (Stamford, CT)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...perform research to advise on transactional and tax planning opportunities with the support of our robust Washington National… more
- Deloitte (Stamford, CT)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...perform research to advise on transactional and tax planning opportunities with the support of our robust Washington National… more
- Deloitte (Stamford, CT)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... compliance and consulting services to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any of these questions, you… more
- JPMorgan Chase (West Harrison, 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,...expectations and creating a customer obsessed culture + Identify opportunities to attract and recruit Advisors, improve performance of… more
- Foresters Financial Services (Westbury, NY)
- …financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as ... and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their… more
- Bank of America (White Plains, NY)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... well as uphold the Firms' reputation. Additionally, they ensure Financial Advisors are properly licensed ; respond to...activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring… more
- KeyBank (Tarrytown, NY)
- …Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- City National Bank (New York, NY)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... *RELATIONSHIP MANAGER SENIOR* *6th Avenue, New York, NY* WHAT IS THE OPPORTUNITY ? Responsible for acquiring small business and personal clients, and will be… more