- Fidelity TalentSource LLC (Roslyn, NY)
- …a key player on the Wealth Management team as you directly support the Advisor s efforts to increase and develop their business. The Skills You BringExtraordinary ... estate planning, as well as income and retirement planningPartnering with the Advisor and implementing a structured client contact strategy and encouraging annual… more
- Fidelity TalentSource LLC (New York, NY)
- Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless ... Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound… more
- JPMorgan Chase (New York, NY)
- … Advisor (s) by building and maintaining client relationships and assisting the Advisor (s) with ongoing financial planning for clients and referral source ... with our clients to offer the best investment solutions to meet their financial needs. As part of Consumer Banking, you will provide client service, operational… more
- Edward Jones (Fairfield, CT)
- …**Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more
- Lincoln Technical Institute (Shelton, CT)
- **Position** : Financial Aid Advisor -Campus Liaison **Requisition ID:** : 919-16642 Lincoln Tech in Shelton, CT is seeking an on-campus Financial Aid ... Advisor who will serve as the student support liaison between corporate financial aid services and the campus. This very important role will assist students with… more
- American Heart Association (Bridgeport, CT)
- …your career. The **American Heart Association** has an excellent opportunity for an ** Associate Science and Medicine Advisor ** in our **National Center** office ... - We support the career development of all employees. This program provides financial assistance to employees who wish to further their education and career in… more
- CUNY (New York, NY)
- …support services, scholarships, MTA MetroCards, and textbook support. Reporting to the Associate Director, the academic advisor is responsible for the retention ... ASAP Student Advisor (Multiple Day and Evening-Weekend Positions) Job ID...artistic communities of Tribeca and SoHo, the dynamic downtown financial district, and the center of New York City… more
- H&R Block (White Plains, NY)
- **498924BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and...service needs. We assist our clients in reaching their financial goals year-round. **Job ID:** 498924BR **City:** WHITE PLAINS… more
- City of New York (New York, NY)
- …to hire one (1) Associate Staff Analyst to function as a Policy Advisor who will: - Performance Reporting - Continually enhance the development and selection of ... APPLICANTS MUST BE PERMANENT IN THE CIVIL SERVICE TITLE ASSOCIATE STAFF ANALYST. The Mayor's Office of Operations works...of the Performance Management and Reporting Team, the Policy Advisor will be responsible for working with agencies and… more
- CUNY (New York, NY)
- …in student scholarships and support to our educational and research missions. The Academic Advisor Lead will report directly to the Associate Dean of Student ... Academic Advisor Lead - Student Affairs Job ID 27795...Center (LRC), Office of AccessAbility, etc.** + **Assists the Associate Dean with academic support programs including advising programs,… more
- Sedgwick (New York, NY)
- …meaningful, each and every day. It's having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing your ... to Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer Claims Advisor - Professional Liability **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Analyzes… more
- City of New York (New York, NY)
- …Special Projects Advisor reports to and works closely with the Associate Commissioner of HOPS on implementing high priority housing placement projects, including ... expanding housing choices, affirmatively furthering fair housing, and stabilizing the financial health of buildings. Your Team: Housing Opportunity and Placement… more
- Morgan Stanley (Purchase, NY)
- …servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor , this industry professional ... *POSITION SUMMARY:* The Wealth Management Associate is often the first point of contact...produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor… more
- Publicis Groupe (New York, NY)
- …products and services their customers truly value. **Job Description** As an Associate Managing Director, you will be responsible for the growth, development, and ... implementation of Management Consulting Services within Financial Services across the Publicis Sapient business in North...and more junior consultants + Act as a peer advisor to L1 clients + Lead development of proposals… more
- Raymond James Financial, Inc. (New York, NY)
- …including setup and maintenance. * May participate in live meetings with the Financial Advisor and their respective client(s). * Manages budgeting and tracking ... Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative...of Financial Advisor expenses. * Creates reports to… more
- Wells Fargo (Greenwich, CT)
- …of business at wellsfargojobs.com . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
- JPMorgan Chase (Greenwich, CT)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… 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 ... broker-dealers encompassing, among others, Cetera Advisors (https://www.ceteraadvisornetworks.com/welcome) , Cetera Advisor Networks (https://www.ceteraadvisornetworks.com/welcome) , Cetera Financial Institutions,… more
- Citigroup (New York, NY)
- Citi is seeking a highly motivated attorney to join its Legal Department as an Associate General Counsel - C15 in its Bank Regulatory Legal ("BRL") Group. In this ... serving as a subject matter expert and key legal advisor to business stakeholders, functional partners, and the Legal...the way things are done within Citi and/or the legal/ financial services industry, their area of responsibility. + Collaborate… more
- H&R Block (New York, NY)
- …client relationships that will grow stronger each year. Joining H&R Block as a **Block Advisor Accelerated Tax Associate ** means you will have the support of an ... state requirements + High school diploma or equivalent **Posting Title:** Block Advisor Accelerated Tax Associate **Sponsored Job:** \#17958 **Pay Range… more
