- Thrivent Financial (New York, NY)
- Financial Advisor - New York City Metro page is loaded ** Financial Advisor - New York City Metro Financial Advisor - New York City ... requisition idREQ-36294 **Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career.**Make an impact providing… more
- Banco Santander SA (New York, NY)
- A leading financial services company is seeking a Financial Advisor to identify client needs and recommend investment solutions. The ideal candidate will ... have over 5 years of experience in investment guidance and a proven record of sales achievement. This position offers the opportunity for professional development in a supportive environment. The base salary ranges from $56,250 to $102,500 annually, depending… more
- Banco Santander SA (New York, NY)
- Financial Advisor - Centralized, Brooklyn, NYCountry: United States of America**Your Journey Starts Here:**Santander is a global leader and innovator in the ... **We Want to Talk to You! The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and… more
- Thrivent Financial (New York, NY)
- A Fortune 500 financial services firm is seeking a Financial Advisor in New York City Metro to provide purpose-based financial advice. This role offers ... the flexibility to manage your schedule and the potential for unlimited earnings through commissions. Candidates should be self-motivated with strong interpersonal skills. Additionally, you will receive comprehensive training and support to advance your… more
- TD Bank (New York, NY)
- …personnels permettant l'identification.* Experience selling investments and providing financial plans* Demonstrates a commitment to being customer-centric by ... on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the… more
- Agentis Capital Advisors (New York, NY)
- Our Firm Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm ... numerous industry rewards in recent years, including the 2024 P3 Awards Financial Advisor of the Year, multiple 2023 industry deal awards, Proximo Infra's 2022… more
- TD Bank (New York, NY)
- …specifiques dans ce domaine. Ce role offre une opportunite de croitre au sein d'une equipe engagee dans un environnement rapide. #J-18808-Ljbffr ... Une banque de detail recherche un candidat dynamique pour gerer les relations avec des clients de TD Wealth a New York. Le poste exige une experience en vente de conseils financiers et la capacite a fournir une experience client exceptionnelle. Les candidats… more
- TD Bank (New York, NY)
- …Vous assurerez une experience d'accueil complete pour chaque nouveau client et fournirez des conseils financiers. Une experience dans la vente d'investissements et la ... planification est necessaire. Ce poste necessite un engagement fort envers le service a la clientele et une capacite de voyager dans la region assignee. #J-18808-Ljbffr more
- Athene (New York, NY)
- …capabilities.**Primary Responsibilities Strategic Partnership & Leadership Serve as a trusted advisor and financial partner to Engineering leadership, helping ... our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital… more
- SUNY Downstate Health Sciences University (New York, NY)
- Physician Advisor / Clinical Assistant Professor (HS) Apply now Job No: 496974 Department: PHYSICIANS - MEDICINE Local Title: Physician Advisor / Clinical ... Medicine at SUNY Downstate Health Sciences University is seeking a full‑time Physician Advisor / Clinical Assistant Professor (HS). The Physician Advisor plays a… more
- Citigroup Inc. (New York, NY)
- A leading financial services firm seeks an experienced Wealth Relationship Advisor to enhance client relationships and provide investment advice in Brooklyn, NY. ... Candidates should have a strong background in financial services with 5-8 years of experience, alongside essential licenses and a commitment to compliance. This… more
- JPMorgan Chase & Co. (New York, NY)
- A global financial services firm is looking for a Private Client Advisor in New York. The role involves offering comprehensive financial planning to a ... diverse client base. Key responsibilities include building client relationships, providing personalized investment solutions, and educating clients on available technology. The ideal candidate should have relevant experience, licensure, and a passion for… more
- Citigroup Inc. (New York, NY)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills Respond to referrals and… more
- NFP Corp (New York, NY)
- …participating in client meetings and conversations as needed. Support the Head of Advisor Success in aligning financial planning strategy with firm growth ... business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most… more
- Citigroup Inc. (New York, NY)
- A leading financial institution in New York, NY is seeking a Senior Portfolio Advisor to engage with clients and drive investment strategies across LATAM. This ... role demands over 15 years of experience and exceptional communication skills in both English and Spanish. Candidates must demonstrate strategic thinking and the ability to collaborate across various teams. The position offers a competitive salary range of… more
- PowerToFly (New York, NY)
- A leading financial services company seeks a Senior Banker in New York. The ideal candidate will have 6-10 years of experience in banking, strong skills in capital ... markets products, and a degree in Finance or a related field. Responsibilities include managing client transactions, guiding them through capital raising, and drafting essential materials. The role offers a competitive salary of $250k to $275k, along with… more
- AGB Search (New York, NY)
- …New York (SJNY), invites nominations and applications for the position of Chief Financial Officer (CFO). Reporting to President Donald R. Boomgaarden, Ph.D., the CFO ... for providing strategic leadership in the critical areas of financial planning, analysis and management across the University. Founded...than 60 programs. The CFO serves as a key advisor to the University President and collaborates with senior… more
- Capital One (Newark, NJ)
- …across the enterprise, at all levels of the organization Operate as a trusted advisor for a specific technology, platform or capability domain, helping to shape use ... plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at… more
- Databricks Inc. (New York, NY)
- …build relationships with our customers, find and build champions, and become a trusted advisor . You will report to the Field Engineering Manager for the team. The ... (Ex: Spark, Hadoop, Kafka) Data Warehousing (Ex: SQL, OLTP/OLAP/DSS) Experience supporting Financial Services clients is a plus Pay Range Transparency Databricks is… more
- Piper Sandler & Co (New York, NY)
- …is an industry powerhouse. We provide sophisticated and highly differentiated financial advisory and capital raising services to insurance services firms ... also include some of the largest and most sophisticated financial sponsors, pension funds and sovereign wealth funds. We...funds and sovereign wealth funds. We are a trusted advisor to our clients, assisting them in developing and… more
