- Citi (Paramus, NJ)
- …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 ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...advisory capacity Experience in a proactive, successful sales and service role in the financial services industry Strong analytical… more
- 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 Metro**locationsNY - NYCNY ... **Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career.**Make an impact providing holistic purpose-based… more
- Beambk (New York, NY)
- …we'd love for you to join our team Role Overview As a BEAM Client Advisor , you are the face of our brand, creating an inviting and engaging shopping experience. ... enthusiasm, and a customer-first mindset. Provide best-in-class customer care and elevated service . Engage with shoppers to understand their needs and connect them… more
- Beambk (New York, NY)
- A leading retail company in New York City is seeking a Client Advisor to create an inviting shopping experience. The role involves greeting customers, sharing ... a smooth in-store experience. The ideal candidate has previous retail or customer service experience, a passion for customer care, and must be available for weekend… 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. ... salary of $70,000 and benefits including medical coverage, 401(k), and paid time off. Join a dynamic team focused on excellence in client service . #J-18808-Ljbffr more
- University Settlement (New York, NY)
- …and recreation centers, performing and visual arts, and youth development. The College Advisor will act as part of an inter‑disciplinary team that will seek to ... four‑year public and private universities as well as vocational program and service initiatives Provide advisement in all aspects of financial aid process including… more
- Citigroup Inc. (New York, NY)
- …world. Its clients receive customized banking services that cross borders, including bespoke service as well as access to the best ideas and solutions tailored to ... trust and estate planning, investment finance and banking. Role The Senior Portfolio Advisor , LATAM will report to the Head of Portfolio Advisory. The ideal… 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 ... segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) Acquire new clients… 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 ... to Talk to You! The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and making… more
- Eclipse Recruiting Solutions (New York, NY)
- …years of public accounting experience. Key responsibilities include mentoring, client service , and engaging in ongoing professional training to excel in leadership ... roles within the company. Competitive salary and benefits included. #J-18808-Ljbffr more
- Steer (New York, NY)
- …Business Development : Build and maintain meaningful client relationships, expand service offerings, and lead proposal development. Help grow Steer's presence in ... new asset types and geographies. Qualifications Bachelor's degree in Engineering (Civil, Mechanical, Industrial) or related field; Master's degree preferred. 10+ years of professional experience in infrastructure sector and/or… more
- TD Bank (New York, NY)
- …plans* Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth* ... Wealth partners & affiliates as needed* Implements and executes a differentiated service model/experience for TD Wealth clients* Meets quarterly and annual sales… more
- Rumorcircle (New York, NY)
- …and delivering personalized insurance solutions while providing exceptional customer service . Ideal candidates should possess excellent communication skills and a ... valid insurance license, or show willingness to obtain one. This position offers a great opportunity to build strong client relationships in a dynamic environment. #J-18808-Ljbffr more
- TD Bank (New York, NY)
- …en vente d'investissements, un diplome de baccalaureat et la capacite d'offrir un service a la clientele exceptionnel pendant chaque interaction. Le poste exige de ... repondre aux objectifs de vente et d'assurer l'approvisionnement et l'experience complete pour tous les nouveaux clients. #J-18808-Ljbffr more
- TD Bank (New York, NY)
- …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. ... Vous assurerez une experience d'accueil complete pour chaque nouveau client et fournirez des conseils financiers. Une experience dans la vente d'investissements… more
- PowerToFly (New York, NY)
- …Analysts provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on 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 on assisting in… more
- Edelman Financial Engines, LLC (Paramus, NJ)
- …we invite you to explore a career with us. As a Senior Financial Advisor , you'll provide objective, fee-based advice and asset management, with an aim to help ... advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll...our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software,… more
- Morgan Stanley (New York, NY)
- …of Investments provides exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a daily basis. ... 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
- Crete Professionals Alliance, LLC (Fair Lawn, NJ)
- …Kaufman & Co., is hiring! Savastano Kaufman & Co. is an independent, full- service accounting and advisory firm specializing in accounting and consulting services for ... Key Responsibilities Client Engagement & Relationship Management Serve as a primary advisor for a portfolio of clients across a range of industries Lead… 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 ... any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC). more
