- Elevance Health (Wallingford, CT)
- ** National Account Advisor ** **Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while ... may be considered.** **Compensation: Base Salary + Sales Incentive Plan** The ** National Account Advisor ** is responsible for assisting the Account … more
- TD Bank (New York, NY)
- …of Wealth qualified TD Ameritrade Retail clients. The Senior Wealth Lending Advisor supports a national model with coverage in/out-of-footprint and provides ... **Line of Business:** TD Wealth **Job Description:** The Senior Wealth Lending Advisor is responsible for business development and relationship management on behalf… more
- Edward Jones (Miller Place, NY)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported… more
- Bank of America (Mystic, CT)
- Merrill Financial Solutions Advisor - Central Shoreline CT Market Hartford, Connecticut;Farmington, Connecticut; Mystic, Connecticut; Springfield, Massachusetts; ... Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and… more
- Bank of America (New York, NY)
- Merrill Financial Solutions Advisor (Partially Licensed)- 5th Ave Market NEW YORK, New York **Job Description:** Merrill Wealth Management is a leading provider of ... core Banking, and Investment and Life Priority (TM) solutions + Shadows Financial Advisor teams to build their network by sharing relevant market developments and… more
- Wellington (New York, NY)
- …our perspectives with those of our clients. **About the Role** **Position** The Advisor Education Marketing Strategist will bring a unique set of skills and ... products into HNW client portfolios. The candidate will understand the importance of advisor education in effectively positioning an asset manager as a partner of… more
- Bank of America (New York, NY)
- Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investment - 86th and Lexington Avenue Financial Center New York, New York **Job ... make an impact. Join us! As a **Financial Solutions Advisor Stage I (FSA I)** , your journey begins...services industry or sales experience** **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and… more
- Edward Jones (New York, NY)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account . Financial advisors… more
- IBM (New York, NY)
- …thrive. **Your role and responsibilities** The Senior Strategic Customer Success Advisor will be responsible for providing consultative guidance to our most ... of the IBM Apptio product suite. In this role you will partner with Account Management (sales), the Customer Success Manager and other partners assigned to the … more
- Guardian Life (New York, NY)
- Guardian life is seeking an Advisor Transitions Specialist who will be a critical part of a team that supports the growth of our firm. **You are** + A team player ... with time management and have strong organizational skills + Interested in financial advisor recruiting + An effective communicator with the ability to tailor the… more
- The Cigna Group (New York, NY)
- …are identified in this posting.** **Position Summary** The Product Management Senior Advisor manages and supports the overall vision, goals, and objectives of ... Healthcare integrated Pharmacy clients and customers. The Product Management Senior Advisor will be responsible for developing new product offerings and managing… more
- Optiv (New York, NY)
- The Associate Cybersecurity Advisor , aka Associate Portfolio Security Advisor (SA) plays a critical role in serving as a trusted partner to Optiv's clients. By ... meet or exceed quarterly and annual quota objectives in partnership with the account and domain teams. Follows the Optiv Standardize Sales Operating Processes (SOPs)… more
- CRC Insurance Services, Inc. (Melville, NY)
- …button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.** _If you have a disability and need assistance ... must be able to travel around New York and New Jersey. The Solutions Advisor is responsible for managing the broker experience throughout the new build and renewal… more
- Citigroup (Huntington, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth...center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth… more
- Deloitte (Stamford, CT)
- P&C Actuarial Advisor - Seasonal Position Human Capital Our Human Capital practice is at the forefront of transforming the nature of work. As converging forces ... Work you'll do: As a Deloitte Consulting P&C Actuary Advisor in Deloitte Human Capital, you will provide technical...sources/modeling The wage range for this role takes into account the wide range of factors that are considered… more
- JPMorgan Chase (New York, NY)
- …but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades + Aid the Advisors by ... management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and… more
- Bank of America (Deer Park, NY)
- Financial Solutions Advisor - Consumer Investments - Central Long Island Market Great Neck, New York;Deer Park, New York; Manhasset, New York; Glen Cove, New York; ... Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus *… more
- Bank of America (East Hampton, NY)
- Financial Solutions Advisor - Consumer Investments - Eastern Long Island Market (Bi-Lingual Spanish Required) Patchogue, New York;East Hampton, New York; Riverhead, ... Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client Focus *… more
- Bank of America (Niantic, CT)
- Financial Solutions Advisor - Consumer Investments - Niantic Financial Center, CT Niantic, Connecticut **Job Description:** At Bank of America, we are guided by a ... knowledge of client needs and potential product services recommended **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client… more
- Truist (Greenwich, CT)
- …below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration. + Adhere to all internal policies and procedures related to… more