- Bank of America (Stamford, CT)
- Business Solutions Advisor - High Ridge Financial Center Stamford, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose ... client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial...: + Has demonstrated experience and proven success with business -to- business sales, or small business … more
- Bank of America (White Plains, NY)
- Merrill Financial Solutions Advisor - White Plains Office White Plains, New York **Job Description:** Merrill Wealth Management is a leading provider of ... During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you...to:** + A strong referral network from across the business to increase opportunities for affluent and high… more
- Bank of America (Bronx, NY)
- …II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions ... Credit Solutions Advisor - Co-op City Bronx,...Management + Prospecting + Relationship Building **Minimum Education Requirement:** High School Diploma / GED / Secondary School or… more
- CRC Insurance Services, Inc. (White Plains, NY)
- …live in the New York / New Jersey area to be considered. The Technology Solutions Advisor is responsible for managing the broker experience throughout the new ... training and support, and analyzing client needs to recommend appropriate technology solutions . The Advisor will also contribute to process improvement… more
- Truist (Greenwich, CT)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net worth wealth ... clients. Responsible for developing and deepening client relationships through needs-based, high -level client service and through delivery of the full suite of… more
- JPMorgan Chase (New York, NY)
- …and making meaningful contributions to our business with customized wealth management solutions . As an Advisor Trainee in Global Private Bank, you will gain ... 2026 Global Private Bank Advisor Program (SUMMER Analyst) - USPB **Short Description**...If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we… more
- Edward Jones (New York, NY)
- …options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs.… more
- JPMorgan Chase (Congers, NY)
- …of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on ... interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- JPMorgan Chase (New York, NY)
- …interests. This role offers the opportunity to build relationships, develop innovative solutions , and contribute to our business with customized wealth ... for a full-time offer for top performers. As an advisor , you'll help clients achieve their financial goals by...have the chance to make meaningful contributions to our business with customized wealth management solutions . Your… more
- KeyBank (Tarrytown, NY)
- …- Tarrytown, New York 10591 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full… more
- City of New York (New York, NY)
- …committed to continuous improvement and employs innovative strategies to deliver high -quality services that support a swift transition from shelter to ... a year and throughout the five boroughs. The Senior Advisor for the Chief of Shelter Operations of the...position will engage with various stakeholders to implement innovative solutions that advance DHS' mission to prevent homelessness, provide… more
- Citigroup (Greenburgh, NY)
- …of Citi to serve the entire continuum of wealth clients. The unified business supports ultra- high -net-worth individuals and family offices through Citi Private ... Bank, operates in the affluent and high -net worth segments through Citigold(R) and Citigold(R) Private Client...through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to… more
- Bank of America (New York, NY)
- …the betterment of the client * Ability to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be ... Private Client Advisor II New York, New York **Job Description:**...CTFA, CFM or JD a significant plus **Skills:** + Business Development + Client Management + Client Solutions… more
- City of New York (New York, NY)
- …continuously raising the bar and leveraging innovative strategies to deliver high -quality services that help people quickly transition from shelter to ... individuals (single adults, adult families, and families with children). The Senior Advisor for the First Deputy Commissioner of the Department of Homeless Services… more
- M&T Bank (Mamaroneck, NY)
- …Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business . Actively solicits new and existing ... and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals. + *Provide services by advising the… more
- JPMorgan Chase (New York, NY)
- …+ Partner with JPMorgan Wealth Management and US Private Bank field and business stakeholders to develop product that meets advisor and customer needs, ... passion for product innovation by leading customer-centric development, inspiring solutions , and shaping the future of JPMorganChase's proprietary financial planning… more
- City of New York (New York, NY)
- …transparency and solutions -based service delivery. The responsibilities of the Senior Advisor include, but are not limited to the following: - Serve as the ... with the transformation goals established through the monitorship, the Senior Advisor will play an integral role in facilitating cross-functional engagement and… more
- JPMorgan Chase (White Plains, NY)
- …Profile:** Join our fun, high -energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... your career while making a significant impact on our business . As a Senior Home Lending Advisor ...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer… more
- JPMorgan Chase (Hartsdale, NY)
- Join our fun, high -energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending ... your career while making a significant impact on our business . As a Senior Home Lending Advisor ...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer… more
- Wells Fargo (New York, NY)
- …vision, direction and expertise to leadership on implementing innovative and significant business solutions intended to lead to new specialty asset relationships ... role:** Wells Fargo is seeking a Senior Specialty Asset Advisor to join the Specialty Asset Management organization within...Asset Management group within the given territory, focusing on high growth and business expansion + Provide… more