- Bank of America (Southbury, CT)
- Financial Solutions Advisor Registration Candidate - Southern CT Market Westport, Connecticut;Southbury, Connecticut; Cheshire, Connecticut; Fairfield, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Westport/ Financial - Solutions - Advisor - Registration -Candidate Southern-CT-Market\_25041800-1) **Job… more
- Bank of America (Yorktown Heights, NY)
- Financial Solutions Advisor - Albany / Hudson Valley Market Latham, New York;Newburgh, New York; Katonah, New York; Mount Kisco, New York; Yorktown Heights, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Latham/ Financial - Solutions - Advisor Albany Hudson-Valley-Market\_25035958-1) **Job Description:**… more
- Bank of America (Mount Kisco, NY)
- Financial Solutions Advisor - Mount Kisco Financial Center Mount Kisco, New York **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Mount-Kisco/ Financial - Solutions - Advisor Mount-Kisco- Financial -Center\_25042454-2) **Job… more
- Edward Jones (Stamford, CT)
- …volume of applicants. 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
- Kestra Financial (Wappingers Falls, NY)
- …account reviews, report generation, and meeting documentation/notes + Consult with lead advisor on investment strategies based on individual financial and ... The Associate/Service Advisor reports to the Lead Advisor ...and managed accounts + Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration … more
- JPMorgan Chase (Danbury, CT)
- …everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive ... our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional...to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... If you have a passion for improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work You'll… more
- Wells Fargo (Danbury, CT)
- …. **In this role, you will:** + Assist Profit Formula (PF) Financial Advisor (s) with sales, service and operational related activities ... clients via telephone, direct interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account related information… more
- Veterans Affairs, Veterans Health Administration (Montrose, NY)
- …and others. The position serves as a healthcare engineering advisor , engineer consultant, engineer designer, contract administrator, project manager, construction ... Incentives: Not Authorized Permanent Change of Station (PCS): Not Authorized Financial Disclosure Report: Not required Functional Statement #: 25602-F Physical… more
- Citigroup (Yorktown Heights, NY)
- …a client's banking, credit and investment needs and goals to provide holistic financial solutions . + Provide regular value-added engagement with clients- High ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- CVS Health (Mount Kisco, NY)
- …screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching. + **Benefit solutions that address the different ... about transforming health care. As the nation's leading health solutions company, we reach millions of Americans through our...customers to ensure they have a world class beauty advisor experience. + Provide personalized sales service based on… more