- Stony Brook University (Stony Brook, NY)
- Academic and Financial Wellness Advisor **Required Qualifications (as evidenced by an attached resume):** Bachelor's Degree (foreign equivalent or higher). Two ... used in large organizations. **Brief Description of Duties:** The Academic and Financial Wellness Advisor will serve as a key liaison between the Financial … more
- Stony Brook University (Stony Brook, NY)
- …of health and mental health; structural racism; environmental justice; financial well-being; education; immigration, behavioral health and addictions; among other ... evaluate, and develop student placements; and serve as a liaison and advisor to students and agencies. Responsibilities also include attending student academic… more
- Edward Jones (Plainview, NY)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Raymond James Financial, Inc. (New Haven, CT)
- …Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an ... Responsibilities** + Become trained and skilled to effectively and efficiently perform the Financial Advisor role: + If hired as a team candidate, the team will… more
- Bank of America (Melville, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
- Bank of America (Westport, CT)
- Financial Solutions Advisor Registration Candidate - Southern CT Market Westport, Connecticut;Norwalk, Connecticut; Southbury, Connecticut; Cheshire, Connecticut ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Westport/ Financial -Solutions- Advisor -Registration-Candidate Southern-CT-Market\_25041800-1) **Job Description:** At Bank of… more
- Bank of America (Woodbury, NY)
- Financial Solutions Advisor Registration Candidate - Woodbury Financial Center Woodbury, New York **To proceed with your application, you must be at least 18 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Woodbury/ Financial -Solutions- Advisor -Registration-Candidate Woodbury- Financial -Center\_25040740-2) **Job Description:** At… more
- Bank of America (Westport, CT)
- Financial Solutions Advisor - Southern CT. Market Westport, Connecticut;Norwalk, Connecticut; Southbury, Connecticut; Cheshire, Connecticut **To proceed with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Westport/ Financial -Solutions- Advisor Southern-CT-Market\_25033157) **Job Description:** At Bank of… more
- Bank of America (Oyster Bay, NY)
- Financial Solutions Advisor - Oyster Bay Financial Center Oyster Bay, New York **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Oyster-Bay/ Financial -Solutions- Advisor Oyster-Bay- Financial -Center\_25042452-2) **Job Description:** At… more
- Bank of America (Melville, NY)
- …excited to make a career transition and follow their passion of becoming a Financial Advisor . **Job Description:** The Wealth Management Client Associate - ... Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client… more
- JPMorgan Chase (Stamford, CT)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Canon USA & Affiliates (Melville, NY)
- **About the Role** Canon USA, Inc. in Melville, NY is currently seeking a Budget Advisor ( Advisor , Budget). Lead financial contact for CSG. Responsible for ... managing the Business Unit budget submission and Financial reporting. This position is full time and offers...- Responsible for timely and accurate reporting of monthly financial results for the business unit - Develops ad… more
- Edward Jones (Norwalk, CT)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Foresters Financial Services (Westbury, NY)
- …financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as ... broker-dealers encompassing, among others, Cetera Advisors (https://www.ceteraadvisornetworks.com/welcome) , Cetera Advisor Networks (https://www.ceteraadvisornetworks.com/welcome) , Cetera Financial Institutions,… more
- Raymond James Financial, Inc. (Somers, NY)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client Relationship… more
- Wells Fargo (Danbury, CT)
- …. **In this role, you will:** + Assist Profit Formula (PF) Financial Advisor (s) with sales, service and operational related activities ... clients via telephone, direct interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account related information… 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) ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …* Performs research and analytics used in Investment Strategy white papers for financial advisor or client use. * Coordinates preparation of scheduled and ... and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting,… more
- Citigroup (New Canaan, CT)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. +...excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through… more
- Citigroup (Huntington, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +...excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through… more
