- LPL Financial Holdings, Inc. (Norwalk, CT)
- …allow you to join the Investment Program at Affinity Federal Credit Union as a Financial Advisor associated with LPL Financial . Under this model Financial ... significant deposit base, which includes current members who need an advisor to support their financial goals The opportunity to find new clients via the credit… more
- Northwestern Mutual (Westport, CT)
- Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals ... through financial planning. On your path to becoming a financial advisor , you start as a financial representative focused on client-building and… more
- Korn Ferry Executive Search (Paramus, NJ)
- …and successfully execute the responsibilities of this position: Serves as the chief financial advisor to the Valley Health System senior executive team. ... the retirement of the Vice President, Finance & Chief Financial Officer (CFO) William Klutkowski, this is an excellent...is an excellent opportunity for a strategic and results-oriented financial executive to join an exceptional system of care.… more
- Northwestern Mutual (Norwalk, CT)
- …interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications ... Overview College Financial Representatives in the internship program at Northwestern...guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college… more
- Pontera (New York, NY)
- …and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor . Pontera is used by financial advisors across the ... Retirement : 401(k) with employer match & employer-sponsored access to a retirement advisor Family Benefits : Paid parental leave & reimbursement program for family… more
- Insight Global (New York, NY)
- … Marketing Assistant for a part time remote job opportunity to support a Financial Advisor client. This resource will be pivotal in driving teams growth ... mailers, etc) Nice to Have Skills & Experience - Experience supporting a financial advisor client - Familiar working with CPAs, estate attorneys, CPA firms, P&C… more
- ASCAP (New York, NY)
- …allocations; Oversee the organization's investment portfolio in concert with the organization's financial advisor , the board of directors and finance staff; ... ensuring growth and consistent achievement of the organization's mission and financial objectives. The Executive Director must be a dynamic, visionary leader… more
- Citigroup, Inc. (Eastchester, NY)
- …where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) Organize ... of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate the complex financial… more
- Citigroup, Inc. (New Canaan, CT)
- …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
- Masterworks (New York, NY)
- …publications such as The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recently recognized as one of the Top 50 Startups in the ... based out of our offices at 1WTC in the Financial District of New York City. With an entirely...and onboards several hundred prospective investors. As an Investment Advisor for Masterworks Advisers (a subsidiary of Masterworks), you… more
- JPMorgan Chase & Co. (New York, NY)
- …in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client ... our clients while building your own expertise. As an Advisor Trainee in Global Private Bank, you will gain...in program initiatives. Our advisors help clients achieve their financial goals by delivering the right solutions and services… more
- Sia (New York, NY)
- …teams. You will: Drive Client Growth Lead and grow strategic client accounts in financial services - serving as their trusted advisor on transformation, digital ... Job Description Be the leader behind the transformation of tomorrow's financial institutions. Join a fast-growing global consulting firm that's rewriting the… more
- PricewaterhouseCoopers (New York, NY)
- …Management Level Director Job Description & Summary A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help ... risk, and other lifestyle investments planning to establish a foundation for financial longevity." Our PwC Private teams help entrepreneurs, private business owners… more
- EY (New York, NY)
- …build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business ... unit dedicated to the financial services industry - the Financial Services...market trends, to maintain your credibility as a trusted advisor Building client relationships and demonstrating your knowledge of… more
- Tephra (New York, NY)
- Description: Position Description - Banking and Financial Services Go-to-Market, C4/C5 Corporate Cards & Banking A senior professional in the CLIENT' Consulting and ... skills to CLIENT' sales and delivery *Act as trusted advisor to the client and consulting partner of choice...HANA, Oracle, Oracle Cloud, Salesforce or Microsoft *Banking and financial services industry domain experience: 10 - 12+ years… more
- Soros Fund Management (New York, NY)
- …Chief Financial Officer (CFO) plays a critical role as a fiduciary advisor , responsible for ensuring the long-term financial health, ethical integrity, and ... spend. In collaboration with the CIO, act as an advisor ; establish long-term financial planning, and wealth...CIO, act as an advisor ; establish long-term financial planning, and wealth preservation strategies. Accurate maintenance of… more
- PIMCO (New York, NY)
- …led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. JOB DESCRIPTION PIMCO is seeking an account manager for ... the US Financial Institutions Group (FIG) client engagement team, focused primarily...Engineering MBA or Quantitative Master's degree (eg, global finance, financial engineering, data analytics) encouraged Progress to achieving professional… more
- Brown & Brown, Inc. (White Plains, NY)
- …for independently providing work client deliverables to each client, to become a trusted advisor to the client, and support of the Sales team. How You Will ... Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement… more
- Morgan Stanley (New York, NY)
- …resources of our firm to help individuals, families and institutions reach their financial goals. Discover your next career opportunity with Morgan Stanley, where we ... to diversity and inclusion, and giving back. About Global Financial Crimes Global Financial Crimes (GFC) coordinates...on the Team The Wealth Management and Bank GFC Advisor will be part of a team that focuses… more
- CVS Health (Mahopac, NY)
- …Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to ... out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer...and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to… more
