- 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
- 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. Agentis ... recipient of numerous industry rewards in recent years, including North American Financial Advisor of the Year by Proximo Infra (2022) and IJGlobal awards… 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 ... of numerous industry rewards in recent years, including 2024 P3 Awards Financial Advisor of the Year, multiple 2023 industry deal awards, Proximo Infra's 2022… more
- PowerToFly (New York, NY)
- …SUMMARY Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams ... a daily basis. As a key member of the service team, in supporting Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams, this role will focus… more
- Morgan Stanley (New York, NY)
- …The Director of Investments provides exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on ... The Director of Investments is a senior service level position for a Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams who is responsible… more
- Menlo Ventures (New York, NY)
- …(eg, Salesforce), and reporting. Business Partnership & Leadership: Act as the primary financial advisor and trusted business partner to the CRO and their ... of Sales Finance will serve as the key strategic financial partner to the Chief Revenue Officer (CRO) and...This is a high-impact role responsible for providing the financial insights, planning, and operational support needed to drive… more
- Brooklyn Perinatal Network, Inc (New York, NY)
- …external stakeholders. Financial Strategy & Leadership Act as a strategic financial advisor to the Executive Director, offering insights and recommendations ... seeking an experienced and detail‑oriented Senior Accountant to oversee the organization's financial functions and ensure our continued success. This is an exciting… 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
- Limelight Health (New York, NY)
- …JP Morgan, we've experienced breakthrough growth over the last year. Today, over 160 financial advisor firms with $46 billion in assets (and counting) are using ... making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our global team has built and… more
- Citigroup Inc. (New York, 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
- Ares Management Corporation (New York, NY)
- …wellbeing app, financial wellness benefit that includes access to a financial advisor , new parent leave, reproductive and adoption assistance, emergency ... backup care, matching gift program, education sponsorship program, and much more.*There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.*Ares Management Corporation… more
- Agentis Capital Advisors (New York, NY)
- A leading global financial advisor is seeking a Vice President to lead their North American Digital Infrastructure financial advisory practice. The role ... encompasses pitching and winning advisory mandates, executing complex transactions, and developing a high-performing team. Ideal candidates will possess over six years of experience in the digital infrastructure sector, with proven success in closing… more
- Pearl Health (New York, NY)
- …Chief Financial Officer to serve as a strategic partner and trusted advisor , helping drive financial leadership across the organization. This role blends ... critical initiatives such as forecasting, fundraising support, KPI delivery, and cross-functional financial integration. As a pivotal leader on the finance team, the… more
