- Bank of America (Medford, NY)
- …about helping clients reach their financial goals, join Bank of America's ** Advisor Development Program ** and become an investment specialist in one ... Financial Solutions Advisor Registration Candidate -...**The Academy** offers a defined path to becoming an advisor through a multi-stage training program , one… more
- Bank of America (Smithtown, NY)
- …to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of ... Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network...reach wider audiences with greater appeal. + Ongoing professional development to deepen your skills and optimize your practice… more
- Edward Jones (Plainview, NY)
- …will decrease** We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you ... worlds + A culture of continuous improvement and professional development **Key Responsibilities** + Build relationships to create new...to succeed in our client-first business model. The new financial advisor compensation program includes… more
- Raymond James Financial, Inc. (Westport, CT)
- …or the ability to obtain within six (6) months from the start of the program . **Job:** Financial Advisor Trainee Program **Primary Location:** ... with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor ...risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development ,… more
- Bank of America (Melville, NY)
- Advisor Development Program -...are guided by a common purpose to help make financial lives better through the power of every connection. ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the...to make a difference. Join us! **Job Description:** The Advisor Development Program Market Leader… more
- Bank of America (Melville, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...Contact us to get more details about our Experienced Advisor Program , competitive compensation package, and how… more
- TIAA (Melville, NY)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people… more
- Farmingdale State College (Farmingdale, NY)
- …2024 Job Description: Farmingdale State College seeks to hire a full-time Academic Advisor who will advise and serve Farmingdale students as a professional staff ... in the College's Department of Science, Technology, & Society (STS). The STS program at Farmingdale is a customizable interdisciplinary curriculum built on the … more
- Equitable (Melville, NY)
- …and Benefits** Entry level Financial Professionals start out in our Preliminary Employment Program ("PEP"), the first week of which is a 40 hour week of paid ... Financial Professional - NY, Woodbury (5121) ( 240000EH...success: client relationship management, product knowledge, sales techniques, market development , role play and access to a full suite… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to global tax transparency? Would you like to understand financial services and products across an array of industries...3 and 61 requirements + Contribute to internal technology development by assisting with the design, the drafting of… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to global tax transparency? Would you like to understand financial services and products across an array of industries...3 and 61 requirements + Contribute to internal technology development by assisting with the design, the drafting of… more
- Deloitte (Stamford, CT)
- …not 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,...attend required national and sector-specific training for their own development . The Team As global leaders in providing professional… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any...results using technology solutions, as well as supporting the development and implementation of tax strategies and planning opportunities.… more
- Deloitte (Stamford, CT)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ ... Business Tax Services practice! What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group, you will provide federal tax… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring," and… more
- Guardian Life (Stamford, CT)
- …innovation in product review, planning, creation, and maintenance support for advisor technologies across our Protection & Wealth segments. Individual Markets ... as well as Investment products through our Retail Broker Dealer & Registered Investment Advisor (RIA) to the affluent, high net worth clients in the US. We're… more
- Bank of America (Stamford, CT)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... sales practice activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the… more
- Fairfield University (Fairfield, CT)
- …area. Demonstrate experience and interest in working with student programs, leadership development , and program supervision or related experiences are required. ... **.** Demonstrate experience and interest in working with student programs, leadership development , and program supervision or related experiences are required… more
- Veterans Affairs, Veterans Health Administration (West Haven, CT)
- …of Staff (COS) at a VAMC. In addition serves as the VAMC's Senior Technical Advisor and as the primary consultant and liaison to the VISN C&P Officer and ... monitors/audits the VAMC C&P program utilizing VetPro reports, mandatory auditing and reporting tools....include: C&P Manager serves as the VAMC's Senior Technical Advisor and as the primary consultant and liaison to… more
- HUB International (Fairfield, CT)
- …compliance organization. The SVP will be responsible for aiding in the development and maintenance of compliance policies and procedures for all Hub-affiliated ... initiatives to demonstrate the strength and sustainability of RPW's compliance program , including: + Using a risk-based approach, conduct ongoing compliance reviews… more