- Bank of America (Wayne, NJ)
- Financial Solutions Advisor Development...solutions . * **Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses** (63 ... your role and throughout your career journey. As a ** Financial Solutions Advisor Stage I...and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once… more
- Bank of America (New York, NY)
- Merrill Financial Solutions Advisor - 5th...remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of ... Program (ADP) Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary… more
- Bank of America (New York, NY)
- Merrill Financial Solutions Advisor - Rockefeller...remain vibrant and vital. **Required skills:** + Currently holds Series 7 & 66 (63 & 65 in lieu of ... investing tools and resources. During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the… more
- Bank of America (Jersey City, NJ)
- Merrill Financial Solutions Advisor - Morristown...remain vibrant and vital. **Required skills:** * Currently holds Series 7 & 66 (63 & 65 in lieu of ... investing tools and resources. During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the… more
- Raymond James Financial, Inc. (New York, NY)
- …Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an ... trained and skilled to effectively and efficiently perform the Financial Advisor role: * If hired as...of influence and developing niches. * Recommends investment products, solutions , and services that are suitable for prospects and… more
- Edward Jones (Yonkers, NY)
- …**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...our comprehensive training program? + Delivering personalized investment and financial solutions to your clients? + Taking… more
- JPMorgan Chase (New York, 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
- Bank of America (New York, NY)
- …the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland;...prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America… more
- Citizens (New York, NY)
- …and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor . In this role, ... lending and investing, helping them with short- and long-term financial goals. Citizens Wealth Management is honored to be...client goals + Partner with other colleagues to implement solutions Qualifications + Series 7 and 66… more
- TD Bank (Lawrence, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor II (FA) role requires previous experience selling investments ... financial needs analysis, direct sales of wealth management solutions and complex annuity and insurance solutions ...+ 7+ years of overall working experience preferred + Series 65 required + Life and Health insurance licenses… more
- TIAA (White Plains, NY)
- …established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist ... work towards well defined financial objectives. + Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship… more
- TIAA (Melville, NY)
- …established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist ... work towards well defined financial objectives. + Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship… more
- JPMorgan Chase (New York, NY)
- …representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As part of Consumer Banking, you ... by building and maintaining client relationships and assisting the Advisor (s) with ongoing financial planning for clients...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… more
- Citizens (Franklin Square, NY)
- …coaching and developing self and others. The Private Client Senior Wealth Advisor understands financial planning strategies and wealth management practices. ... an agreed-upon contact strategy. The Private Client Senior Wealth Advisor delivers advice through financial planning and...solutions to clients. The Private Client Senior Wealth Advisor has access to client support staff and subject… more
- Citizens (Newark, NJ)
- …coaching and developing self and others. The Private Client Senior Wealth Advisor understands financial planning strategies and wealth management practices. ... clients using an agreed-upon contact strategy. The Private Client Senior Wealth Advisor delivers advice through financial planning and then offers appropriate… more
- Truist (New York, NY)
- …community in order to provide confident and comprehensive wealth management advice and solutions . Utilize objective and sound personal financial planning and ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to… more
- Bank of America (Forest Hills, NY)
- …of the client * Ability to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be a skilled ... Private Client Advisor II Forest Hills, New York **Job Description:**...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Citigroup (New York, 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) ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and...center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth… more
- Citigroup (Greenburgh, NY)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills +...investment advice to clients through a select number of solutions using firm models & research. + Master referral… more
- TIAA (New York, NY)
- …investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of ... RIA and Family Office. + Presents the enterprise's Alternative capabilities to Financial Advisors and Investors to attract new clients and reach operational… more