Financial Advisors jobs - Westchester, NY
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| Dec 18 | Research Lead | Prudential | Newark, NJ |
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targeted to consumers, plan sponsors, and financial advisors. Candidate must be ... be required) Experience in retirement and financial services Enthusiasm, creativity,... more |
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| Dec 18 | Derivatives Sales Rep 3 | Wells Fargo | New York, NY |
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and manage client relationships with Financial Advisors, Private Bankers and ... Wells Fargo Wealth Managers -Work with Financial Advisors and High Net Worth... more |
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| Dec 18 | Event Manager | Club Demonstration Services | Brookfield, CT |
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Management, Schedulers, Vendors and Sales Advisors Follows and supports company ... Achieves financial goals Responsible for making sure all Sales Advisors and Leads... more |
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| Dec 18 | AA/Analyst Project Finance | Moody's | New York, NY |
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assessment of financial statements, financial forecasts, and economic/market ... and project finance debt issuers, financial advisors, underwriters, and... more |
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| Dec 18 | Manager, Portfolio Performance Management | New York, NY | |
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and resolving complex organizational and financial problems. Additionally, they will ... relationships with investees, partners and advisors * A combination of a serious work... more |
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| Dec 17 | Financial Advisors! | Cybercoders | New York, NY |
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Financial Advisors! near New York City, NY This job is open as of 12/15/2009 ... Financial Advisors! Required Skills Financial Advisors, Series 7 and/or 63,... more |
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| Dec 17 | FINANCIAL SERVICES AUDIT SENIOR ASSOCIATE - AUDIT ... | New York, NY | |
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executing, directing, and completing financial audits and managing to budget. ... companies. Performed audits in the Financial Services industry. ADDITIONAL... more |
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| Dec 17 | Senior IA Compliance Analyst | AIG | New York, NY |
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Senior Analyst will ensure that the Firm?s Financial Advisors (?Advisors?) are informed ... of FSC Securities Corporation, SagePoint Financial, Inc. and Royal Alliance. more |
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| Dec 17 | CSO Associate | BlackRock | Jersey City, NJ |
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investment, and fund information from financial intermediaries and individual ... mutual fund organization serving financial advisors. Fluent in French a plus. more |
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| Dec 17 | Vice President Branch Manager | HSBC | Suffern, NY |
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of results for branch-based Financial Advisors,Insurance Sales Officersand ... managerial, marketing, sales, planning, financial, leadership, motivational,... more |
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| Dec 17 | Junior Project Manager Technology, Media and Telecom | New York, NY | |
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a self-starter who wants to learn about the financial services industry or for someone ... consultations and meetings between Network Advisors and clients. * Identify market... more |
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| Dec 17 | Process & Innovation Performance, Consultant | Accenture | Florham Park, NJ |
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but not limited to Consumer Products, Financial Services, Communications & High ... of aspects of business management including financial analysis and strategic... more |
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| Dec 17 | Senior Test Manager | Axelon Services | New York, NY |
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Financial Institution located in USA - NY - New York has an immediate opening for ... Reporting, Websites - client and advisors, Products (Equity, MF, Options,... more |
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| Dec 16 | Financial Advisors | Cybercoders | New York, NY |
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Financial Advisors Financial Advisors! - Skills Required - Financial Advisors, ... Multi-Languages, Investment Strategies Financial Advisors needed in NYC and... more |
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| Dec 16 | Financial Advisor | Administaff | Manhattan, NY |
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position. Benefits: We offer our Financial Advisors a salary plus uncapped commission ... Keywords:portfolio, investment advisor, financial planner, certified financial... more |
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| Dec 16 | Career Change - Women's Financial Services Sales | Global Financial Services Firm | Port Washington, NY |
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clients realize their financial goals. Financial Advisors are provided extensive ... with their clients. Financial Advisors are responsible for assessing a client’s... more |
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| Dec 16 | Junior Project Manager Consumer Goods, Retail and Financial Services | New York, NY | |
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a self-starter who wants to learn about the financial services industry or for someone ... consultations and meetings between Network Advisors and clients. * Identify market... more |
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| Dec 16 | Director of Quality Assurance | Albridge Solutions, Part of the Pnc Financial Services Group | Lawrenceville, NJ |
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an established, fast-growing and successful financial services company, with businesses ... financial institutions, more than 100,000 financial advisors and millions of investors... more |
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| Dec 16 | Investment Manager-Queens | J.P. Morgan Chase - Consumer Investments, Retail Financial Services | Long Island City, NY |
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NUMBER: 090063041 DESCRIPTION: A global financial powerhouse, J.P. Morgan Chase&Co. ... for hiring, training and developing Financial Advisors in the branches. They... more |
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| Dec 16 | Business Associate (Associate/Manager Level) | Morgan Stanley - Retail Banking | Purchase, NY |
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financial representatives ("Financial Advisors" or "FAs") with total client assets ... *Work with and communicate effectively with Financial Advisors, Branch Managers, Branch... more |
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| Dec 16 | Wfa Sr Registered Client Assoc (3325186) | Wells Fargo | New York, NY |
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Performs various administrative functions for the Financial Advisor(s) and/or Branch ... to assist the business activities of the Financial Advisors. Minimum Qualifications:... more |
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| Dec 16 | Assistant Vice President Premier Relationship Manager | HSBC | New York, NY |
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sell appropriate consumer and commercial financial services products, including ... branches. Work closely with Financial Advisors, Insurance Sales Officers and... more |
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| Dec 16 | Vice President Premier Relationship Manager | HSBC | New York, NY |
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sell appropriate consumer and commercial financial services products, including ... branches. Work closely with Financial Advisors, Insurance Sales Officers and... more |
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| Dec 16 | MSSB - Divisional Sales Director - Funds and Unit Trusts | Morgan Stanley - Wealth Management | New York, NY |
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BDO's in the development of key Financial Advisors. * Entry of all internal and ... Mutual Fund Counselor (College for Financial Planning) or Certified Fund... more |
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| Dec 16 | IB - Special Credits Group - Analyst | JPMorgan Chase | New York, NY |
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groups and external financial/legal advisors. Prepare valuations and trading ... and secondary market purchases. Monitor financial performance of distressed... more |
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| Dec 16 | Assistant Vice President Premier Relationship Manager | HSBC | New York, NY |
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sell appropriate consumer and commercial financial services products, including ... branches. Work closely with Financial Advisors, Insurance Sales Officers and... more |
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| Dec 16 | Vice President Premier Relationship Manager | HSBC | New York, NY |
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sell appropriate consumer and commercial financial services products, including ... branches. Work closely with Financial Advisors, Insurance Sales Officers and... more |
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| Dec 16 | Junior Project Manager Energy | New York, NY | |
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consultation requests for clients who are financial analysts at institutional ... Advisors. Arrange phone consultations and meetings between Network Advisors and... more |
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| Dec 16 | Service Analyst | AIG | New York, NY |
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with the financial professionals in the financial industry within the AIG Advisor ... of FSC Securities Corporation, SagePoint Financial, Inc. and Royal Alliance. more |
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| Dec 16 | Junior Project Manager Healthcare | New York, NY | |
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research requests for clients who are financial analysts at institutional ... consultations and meetings between Network Advisors and clients *Quickly familiarize... more |
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| Dec 16 | Lending Service Officer | Deutsche Bank | New York, NY |
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family office solutions and serve financial intermediaries. More than 4,100 ... Interact with Bankers, Investment Advisors and Custody officers on collateral... more |
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| Dec 16 | Liquidity Advisor | Administaff | New York, NY |
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environment. Liquidity Advisor Liquidity Advisors will be responsible for cultivating ... and computer skills * Experience reviewing financial statements Compensation: $60,000... more |
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| Dec 15 | Private Client Advisors Tax Manager | Deloitte | New York, NY |
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decisions relevant to their personal financial comfort, business and investment ... staff and seniors in the preparation of financial plans, provide sophisticated... more |
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| Dec 15 | Private Client Advisors Tax Senior Manager | Deloitte | New York, NY |
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decisions relevant to their personal financial comfort, business and investment ... staff and seniors in the preparation of financial plans, provide sophisticated... more |
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| Dec 15 | Private Client Advisors Tax Manager with Private Equity Experience | Deloitte | Jericho, NY |
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decisions relevant to their personal financial comfort, business and investment ... staff and seniors in the preparation of financial plans, provide sophisticated... more |
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| Dec 15 | Private Client Advisors Tax Manager with Private Equity Experience | Deloitte | Parsippany, NJ |
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decisions relevant to their personal financial comfort, business and investment ... staff and seniors in the preparation of financial plans, provide sophisticated... more |
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| Dec 15 | Tax Consultant, Private Client Advisors (Intern) | Deloitte | New York, NY |
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professionals work with clients as trusted advisors, helping them to make informed and ... decisions relevant to their personal financial comfort, business and investment... more |
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| Dec 15 | Private Mortgage Specialist | UBS Financial Services | Weehawken, NJ |
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inquiries from HNW and UHNW Financial Advisors and Client Advisors, clients, ... with UBS Financial Advisors and Client Advisors * In-depth understanding of... more |
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| Dec 15 | Chief Financial Officer (Bussinuess Advisory) | MRI Network | New York, NY |
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operational performance improvement, financial restructuring and bankruptcy ... funds and foreign entities * Superior financial analytical skills * Strong... more |
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| Dec 15 | Private Client Services Sales Assistant | HSBC | New York, NY |
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Provides sales support to Financial Advisors and Personal Investment Advisors to ... Serve as primary liaison with Financial Advisors (FA), Personal Investment Advisors... more |
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| Dec 15 | Private Client Services Sales Assistant | HSBC | Yonkers, NY |
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sales support to Financial Advisors and Personal Investment Advisors to ... Serve as primary liaison with Financial Advisors (FA), Personal Investment Advisors... more |
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| Dec 15 | Retail Banking - Associate Banking Services | Morgan Stanley | Purchase, NY |
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assets and a global network of 18,000 financial advisors in 1,000 offices around ... new initiatives Working with Financial Advisors and Branch Managers to promote... more |
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| Dec 15 | Wfa Branch Manager ( R ) (3322336) | Wells Fargo | New York, NY |
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business plan, and recruiting Financial Advisors for the branch. In addition, serves ... Advisor for personal clients, providing financial advice consistent with the... more |
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| Dec 15 | Senior IA Compliance Analyst | American International Group | New York, NY |
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Senior Analyst will ensure that the Firm's Financial Advisors ("Advisors") are informed ... of FSC Securities Corporation, SagePoint Financial, Inc. and Royal Alliance. more |
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| Dec 15 | Manager, Strategy & Business Development | Tyco Flow Control | Princeton, NJ |
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to completion while supporting the team on financial modeling, diligence, contract ... closely with the business unit and outside advisors -Develop synergy models working... more |
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| Dec 15 | Home Ownership Advisor - (Loss Mitigation) | JPMorgan Chase | Brooklyn, NY |
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in lieu, etc. Specifically, Home Ownership Advisors will analyze the borrower's ... in face-to-face meetings with Homeownership Advisors at our foreclosure prevention... more |
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| Dec 15 | Corporate Partner - Securities | Michael Page International | New York, NY |
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high-end law firm boutique specializing in Financial Services.They have developed an ... on representing numerous investment advisors & related investment entities; and... more |
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| Dec 15 | Internal Audit Manager | Stephen James Associates | New York, NY |
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- High profile opportunity with prestigious Financial Services firm - Extensive exposure ... exposure/experience/expertise (Investment Advisors Act, 33 Act, AML, FINRA regs,... more |
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| Dec 14 | Financial Advisor | Alliancebernstein | New York, NY |
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wealth management is seeking Financial Advisors. Bernstein Global Wealth ... their business, Bernstein Financial Advisors have access to extensive resources. more |
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| Dec 14 | 1st Office in NY great incentives Stock Brokers/Advisors limited space | Ksi Asset Manag | Westbury, NY |
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in a team environment. This includes: - Financial Advisor's - Stock Brokers - ... professionals to enter into our teams of Financial Advisor's and Stockbrokers. Youll... more |
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| Dec 14 | Investment Banking M&A Associate | Cascade Advisors | New York, NY |
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models developed in concert with Financial Analysts. In addition, Associates are encouraged to participate actively in the firm's business development efforts. Because the firm is... more |
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| Dec 14 | Director, Market Research Financial Services | Reeve and Associates | Newark, NJ |
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RA1396 Title: Director, Market Research Financial Services Salary: 90-110K + bonus ... to consumers, plan sponsors, and financial advisors. * Must be proactive and... more |
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| Dec 14 | Wealth Management Banker | Bank of America | New York, NY |
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Must demonstrate comprehensive financial planning capabilities through ... as is driving awareness among Financial Advisors of an enhanced and expanded... more |
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| Dec 14 | Internal Insurance Sales Specialist | Merrill Lynch | Pennington, NJ |
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proactive advice and guidance to financial advisors that will develop sales ... inbound advice & guidance to financial advisors around insurance line of business. more |
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| Dec 14 | Retail Banking - Associate Banking Services | Morgan Stanley - Retail Banking | Purchase, NY |
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assets and a global network of 18,000 financial advisors in 1,000 offices around ... new initiatives * Working with Financial Advisors and Branch Managers to promote... more |
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| Dec 14 | Director- Credit Risk Control | Advantage Talent | New York, NY |
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other complex products at a leading global financial institution's wealth management ... diligence meetings and calls with Financial Advisors and Client Advisors. - Manage the... more |
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| Dec 14 | Investment Manager-Queens | JPMorgan Chase | Long Island City, NY |
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job seeker? Opportunity! Our broad range of financial services activities, from ... for hiring, training and developing Financial Advisors in the branches. They... more |
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| Dec 14 | CSO Associate | BlackRock | Jersey City, NJ |
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investment, and fund information from financial intermediaries and individual ... mutual fund organization serving financial advisors. Fluent in French a plus. more |
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| Dec 14 | Senior Associate, Private Equity | Sciens Management | New York, NY |
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financial and operational metrics to build financial models, conduct due diligence and ... and legal, financial, and commercial advisors on process management, due... more |
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| Dec 14 | Director, Tax (Commodities) | Top Tier Global Investment Bank | New York, NY |
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the calculation and management and financial reporting of tax provisions. ... federal/provincial taxes Experience in Financial or Commodities Sector Experience... more |
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| Dec 14 | Broker - Marine - Marsh - New York-NEW002RY | Marsh & Mclennan Companies | New York, NY |
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conjunction with client executives, client advisors, and/or clients. Submits coverage ... Financial ManagementMaintains expense controls to help achieve financial goals... more |
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| Dec 14 | Department Supervisor | Hennes & Mauritz | Milford, CT |
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with the training and developing of sales advisors on the operational side of the ... Manager when opening or closing store Financial Accountability:None Minimum... more |
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| Dec 14 | Department Manager | Hennes & Mauritz | Milford, CT |
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Job Function: Supervises a team of sales advisors within a departmentaccording to H&M ... responsibility in absence of Store Manager Financial Accountability: * Assists Store... more |
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| Dec 14 | Department Supervisor | Hennes & Mauritz | Eatontown, NJ |
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with the training and developing of sales advisors on the operational side of the ... to the attention of management team. Financial Accountability:None Minimum... more |
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| Dec 14 | Department Supervisor | Hennes & Mauritz | Middletown, NY |
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with the training and developing of sales advisors on the operational side of the ... Manager when opening or closing store Financial Accountability:None Minimum... more |
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| Dec 14 | Director, HR Mail Services 92051 | Pitney Bowes | Stamford, CT |
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Develop HR metrics for financial and operational review. Conduct ... and HR Legal as directed. Works with legal advisors providing professional input... more |
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| Dec 14 | High School Counselor | St. Hope - New York | New York, NY |
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programs along with scholarship and financial aid opportunities for parochial ... and eighth grade advisories to ensure advisors have the tools necessary to prepare... more |
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| Dec 13 | Financial Advisor | New York, NY | |
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money managers and capital markets. Our Financial Advisors have access to a global ... skills Interest in investment and financial markets Demonstrate excellent work... more |
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| Dec 13 | Financial Advisor | AXA Advisors | New York, NY |
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full time financial advisors with entrepreneurial spirit. Industry-specific ... world's second largest insurer*. As an AXA Advisors financial professional, you'll be... more |
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| Dec 13 | Outside B2B Sales, Financial Services | Paychex | Montvale, NJ |
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sales force as well as outside financial advisors. They have the ability to refer us ... Services Product/Service: Banking and financial services Target Customer:... more |
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| Dec 13 | Corporate Development & Strategy - Mutual Funds, Index Funds & ETFs | Michael Page | New York, NY |
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Financial Services firm is looking to recruit a Mutual Funds, Index Funds & ETF ... fund managers, ETF managers, product advisors and sales. - Interfacing directly... more |
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| Dec 13 | Quad Director | Stony Brook University | Stony Brook, NY |
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Student Health Center, University Police, Financial Aid, etc. Advise student groups. * ... letter and resume/CV to: Joseph Loughren Financial Services Administrator Division of... more |
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| Dec 13 | External Wholesaler / Capital Raiser - Private Equity Real Estate Fund | Lighthouse Realty Fund | New York, NY |
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relationships with Registered Investment Advisors, Wealth Managers, HNW Investors, ... Wholesaler, Series 65, Series 66, Capital, Financial Advisor / Adviser, Family Office,... more |
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| Dec 13 | External Wholesaler / Capital Raiser - Private Equity Real Estate Fund | Lighthouse Realty Fund | Greenwich, CT |
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relationships with Registered Investment Advisors, Wealth Managers, HNW Investors, ... Wholesaler, Series 65, Series 66, Capital, Financial Advisor / Adviser, Family Office,... more |
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| Dec 13 | External Wholesaler / Capital Raiser - Private Equity Real Estate Fund | Lighthouse Realty Fund | Princeton, NJ |
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relationships with Registered Investment Advisors, Wealth Managers, HNW Investors, ... Wholesaler, Series 65, Series 66, Capital, Financial Advisor / Adviser, Family Office,... more |
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| Dec 13 | Senior Technical Analyst/Developer | Mitchell Martin | Jersey City, NJ |
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Our client one of the world's leading financial service providers is seeking a ... by collaborating with compliance, legal, advisors and vendors; Managing the vendors... more |
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| Dec 12 | Financial Advisors | Cybercoders | Manhattan, NY |
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Financial Advisors Financial Advisors! - Skills Required - Financial Advisors, ... Multi-Languages, Investment Strategies Financial Advisors needed in NYC and... more |
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| Dec 12 | Private Client Advisors Tax Manager | Deloitte | New York, NY |
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Deloitte Tax Private Client Advisors professionals work with clients as trusted advisors, ... decisions relevant to their personal financial comfort, business and investment... more |
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| Dec 12 | Private Client Advisors Tax Senior Manager | Deloitte | New York, NY |
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Deloitte Tax Private Client Advisors professionals work with clients as trusted advisors, ... decisions relevant to their personal financial comfort, business and investment... more |
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| Dec 12 | Financial Advisor | AIG | Morristown, NJ |
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very limited supervision Hours: Financial Advisors typically set their own schedules ... appointments. Compensation: Financial Advisors are ultimately commission-based. more |
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| Dec 12 | Sr. Professional, Financial Analysis | MasterCard | Purchase, NY |
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focused on managing the Advisors business financial operations and partners with the ... unit to ensure integrity of Advisors financial reporting Role Description The... more |
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| Dec 12 | Financial Sales Rep ... one of the largest financial firms... | Sales Representative | Parsippany, NJ |
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AXA Advisors, LLC is one of the largest financial firms in the U.S. looking for ... AXA Advisors, LLC, is an Equal Opportunity and Affirmative Action Employer M/F/D/V... more |
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| Dec 12 | Financial Advisor - Goal Oriented Self Starter | Sales Representative | Parsippany, NJ |
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& Reed Financial Advisor As a financial advisor, your responsibilities include: ... and Abilities Our successful financial advisors have a lot in common: a genuine... more |
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| Dec 12 | Paraplanner | Ameriprise Financial | Uniondale, NY |
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Openings: 1 Business Unit: The Personal Advisors Group Full/Part Time: Full-Time ... rewarding as it ischallenging. Ameriprise Financial is a great place to find just... more |
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| Dec 12 | Financial Services Office - Advisory Services Experienced Staff - Technology Enablement - Trading Systems & Market Risk | Ernst & Young | New York, NY |
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Data Management/Reference Data Management * Financial Accounting and Reporting ... (middleware, database, reporting tools, etc.) in financial systems... more |
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| Dec 12 | Taxable Fixed Income Specialist | UBS | Weehawken, NJ |
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Specialist, you support a defined group of financial advisors (FAs) to assist in ... provide value in every aspect of a client's financial life. Additionally the specialist... more |
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| Dec 12 | Shareholder Communications Specialist | UBS | New York, NY |
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including FAQs and communications to Financial Advisors. Serve as point of contact for Legal on review of prospectuses, to ensure they meet style guidelines. Assume... more |
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| Dec 12 | Bilingual Assistant Vice President Premier Relationship Manager | HSBC | New York, NY |
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sell appropriate consumer and commercial financial services products, including ... branches. Work closely with Financial Advisors, Insurance Sales Officers and... more |
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| Dec 12 | Investment Management- (3 yr Analyst Program) Funds Management NY&Columbus | J.P. Morgan Chase - Other, Asset & Wealth Management | New York, NY |
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Asset Management, works with financial advisors and investment consultants ... meetings with the intermediaries, Financial Advisors. The Analyst will work... more |
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| Dec 12 | Branch Manager | STP Jobmatch - A Strategic Transformation Partners Company | New York, NY |
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financial institution is seeking a Branch Manager in NYC. Great base salary and ... communications skills to deal with Financial Advisors, clients and many levels... more |
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| Dec 12 | B2B Outside Sales Opportunites, Account Executive, Pharma Sales | Sales Representative | New York, NY |
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with these dynamic companies TODAY! AXA Advisors Financial Services Entry & Mid Level Sales Positions Daiichi Sankyo* Pharmaceutical Sales Primary Care & Specialty Positions... more |
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| Dec 12 | Outside B2B Sales, Account Executive, Pharma Sales | Sales Representative | Parsippany, NJ |
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with these dynamic companies TODAY! AXA Advisors Financial Services Entry & Mid Level Sales Positions Daiichi Sankyo* Pharmaceutical Sales Primary Care & Specialty Positions... more |
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| Dec 12 | Top Producer Service Analyst | AIG | New York, NY |
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to establish a rapport with the top financial professionals in the financial ... of FSC Securities Corporation, SagePoint Financial, Inc. and Royal Alliance. more |
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| Dec 12 | Vice President | AXA Equitable | New York, NY |
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including significant experience in financial services. With respect to the ... of securities products, broker-dealer financial and operational activities, as... more |
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| Dec 12 | Regional Vice President | AIG | New York, NY |
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of FSC Securities Corporation, SagePoint Financial, Inc. and Royal Alliance. ... leading provider of annuities sold through financial institutions. Requisition #:... more |
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| Dec 12 | Retail Mortgage Sales Supervisor | Wells Fargo | Fishkill, NY |
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(eg, realtors, builders, attorneys, financial advisors or CPAs) - Proven ability to self-source leads and to create profitable business relationships with referral partners -... more |
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| Dec 12 | RFP Writer | Legg Mason | New York, NY |
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team. With a presence in every major financial center across the globe, we are ... focus on ClearBridge Advsiors (ClearBridge Advisors is an equity-focused investment... more |
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| Dec 12 | Senior Test Manager | Mitchell Martin | New York, NY |
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Our client, a global financial services firm and a market leader in ... (Client Reporting, Websites - client and advisors, Products ( Equity, MF, Options,... more |
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| Dec 12 | Channel Manager - Technology | Software Company | New York, NY |
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online digital workspaces for conducting financial transactions, discussing mergers ... of developing relationships with advisors in the channel accounts to drive... more |
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| Dec 12 | VP of Tax - Investment Banking Firm | New York, NY | |
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transfer pricing issuesConsult with outside advisors as appropriate. Assist with required tax disclosures for financial statement purposesReview tax legislation, regulations,... more |
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