Financial Advisor jobs - Purchase, NY
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| Dec 23 | Technical Advisor | Software Guidance & Assistance | New York, NY |
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One of SGA's major financial clients is seeking a Technical Advisor for a ... role in New York, NY. The Technical Advisor should be a Senior IT Professional... more |
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| Dec 23 | MSSB - Technical Advisor | Mitchell Martin | New York, NY |
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Our client, a global financial services firm and a market leader in ... and credit services, is seeking a Technical Advisor Location: New York, NY Contract... more |
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| Dec 23 | Aviation Claims Manager - Marsh | Marsh | New York, NY |
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world's leading insurance broker and risk advisor, Marsh is devoted to finding the ... and its Affiliates are regulated by the Financial Services Authority and are... more |
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| Dec 23 | VP/SVP-level Tax Compliance Accountant | Kforce Finance & Accounting Staffing | New York, NY |
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tax expertise in respect to consolidated financial statements (international and ... GAAP reporting and related processes (preparation and/or review of financial statement... more |
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| Dec 22 | Financial Advisor, Private Wealth Management | Top Echelon Network | New York, NY |
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have an immediate opening for a Financial Advisor, Private Wealth Managemen The Base ... JD or other professional degree, strong financial background, military experience,... more |
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| Dec 22 | Associate Wealth Mgmt Advisor | Tiaa-cref | Melville, NY |
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Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered ... in financial sales capacity providing financial planning services to high net... more |
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| Dec 22 | Branch Relationship Banker | HSBC | New York, NY |
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and insurance leads to the Financial Advisor and Premier-eligible relationships. ... customer service. Work closely with Financial Advisor to effectively sell... more |
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| Dec 22 | CFO - Physician Group | Large Physician Group | New York, NY |
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advisor to the Partners relating to all financial matters and work closely with the ... will be responsible for all budgeting and financial reporting as well as SG&A... more |
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| Dec 22 | HR Generalist ? Global Wealth Management Ops & Technology | Citi | New York, NY |
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the leading global financial services company, has some 200 million customer ... Business Advisor who has experience interfacing and... more |
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| Dec 22 | Client Executive - Team Leader | Citi | New York, NY |
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the leading global financial services company, has some 200 million customer ... 10 years experience in the financial services industry * 10 years... more |
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| Dec 22 | Strategic Account Executive | Thomson Reuters | New York, NY |
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businesses and professionals in Law, Financial Services, Tax Accounting, Media, ... information about Thomson Reuters and its financial performance can be found on... more |
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| Dec 22 | Director, Technology | New York, NY | |
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broad range of industries including Media, Financial Services and CPG. This individual ... assume the role of the client's trusted advisor on technology-related topics... more |
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| Dec 21 | Senior Business Advisor - Financial Services | New York, NY | |
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YORK.NEW YORK Job Title: Senior Business Advisor - Financial Services Region: US & ... The Senior Advisor, Business Solutions works directly with key Cisco financial... more |
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| Dec 21 | Associate Wealth Mgmt Advisor - Melville-1686423 | Tiaa-cref | Melville, NY |
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Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered ... in financial sales capacity providing financial planning services to high net... more |
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| Dec 21 | Jr. Financial Planner | New York, NY | |
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management team alongside an experienced Financial Advisor. The Jr. Advisor will ... lifestyle based financial advice to the Sr. Advisor's existing & new financial planning... more |
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| Dec 21 | Branch Sales Assistant | Ameriprise Financial | Norwalk, CT |
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career at Ameriprise Financial. Ameriprise Financial is an equal opportunity employer. ... -As directed, assists advisor in servicing clients including preparing financial... more |
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| Dec 21 | Branch Sales Assistant | Ameriprise Financial | Saddle Brook, NJ |
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career at Ameriprise Financial. Ameriprise Financial is an equal opportunity employer. ... -As directed, assists advisor in servicing clients including preparing financial... more |
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| Dec 21 | Branch Sales Assistant | Ameriprise Financial | New York, NY |
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career at Ameriprise Financial. Ameriprise Financial is an equal opportunity employer. ... -As directed, assists advisor in servicing clients including preparing financial... more |
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| Dec 21 | Fund Accountant | Globeop Financial Services | Harrison, NY |
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Hedge Fund, Mutual Fund, Investment Advisor or Financial/Retirement Planner * ... sponsorship. About GlobeOp GlobeOp Financial Services offers automated,... more |
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| Dec 21 | Private Client Manager I - 0900045245 | Bank of America | New York, NY |
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of client service delivery Act as trusted financial advisor to, and advocate for, clients in coordination with PCA; provide them information and services that that expands their... more |
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| Dec 21 | Mutual Fund Accountant | Fusion Staffing Partners | Greenwich, CT |
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daily NAV calculations ? Review daily financial reports from fund accountants ? ... experience either with an investment advisor who manages mutual funds or public... more |
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| Dec 21 | Non-evaluated Professional (3327081) | Wells Fargo | New York, NY |
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The WEALTH ADVISOR is a seasoned financial services professional responsible ... banking, trust, estate services, insurance, financial planning, as well as other... more |
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| Dec 21 | Branch Sales Assistant | Ameriprise | Saddle Brook, NJ |
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career at Ameriprise Financial. Ameriprise Financial is an equal opportunity employer. ... -As directed, assists advisor in servicing clients including preparing financial... more |
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| Dec 21 | Branch Sales Assistant | Ameriprise | New York, NY |
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career at Ameriprise Financial. Ameriprise Financial is an equal opportunity employer. ... -As directed, assists advisor in servicing clients including preparing financial... more |
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| Dec 21 | Branch Sales Assistant | Ameriprise | Norwalk, CT |
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career at Ameriprise Financial. Ameriprise Financial is an equal opportunity employer. ... -As directed, assists advisor in servicing clients including preparing financial... more |
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| Dec 21 | Wholesaler | Formula Investing | New York, NY |
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managed account products to other financial services firms. We will be ... The firm is also now acting as a sub-advisor with financial advisors at... more |
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| Dec 21 | Java/J2EE/DB programmer | Prime View | Newark, NJ |
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supporting various components of the financial systems architecture. The ... required. Experience with Fair Isaac Blaze Advisor is a major plus. Candidate should be... more |
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| Dec 21 | Pre-professional Finance Co-op | IBM | New York, NY |
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in a range of functions including financial planning, accounting, pricing, ... the individual position. As an example, Financial Planning will involve... more |
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| Dec 21 | VP Audit / Credit Risk | Leading Global Investment Bank | New York, NY |
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a combination of Audit experience within financial services as well as Credit Risk ... Bank. The person will • Act as advisor on risk management audit approach • ... more |
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| Dec 21 | Research Technology Delivery Manager | Leathwaite Client | Norwalk, CT |
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develop good relationships to be a trusted advisor Values truth and excellence at all ... criteria: Experience with macroeconomics, financial modeling, and macroeconomic data... more |
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| Dec 21 | Chief Compliance Officer | American International Group | Jersey City, NJ |
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of FSC Securities Corporation, SagePoint Financial, Inc. and Royal Alliance. ... United States and the leading provider of annuities sold through financial... more |
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| Dec 21 | Client Executive - Team Leader | Citi | New York, NY |
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carry out their operations * Be the trusted advisor to our clients and serving as the ... data. * 10 years experience in the financial services industry * 10 years... more |
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| Dec 21 | Manager, Insurance Advisory | KPMG | New York, NY |
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to help them meet their strategic and financial goals. Services are specialized to ... and reporting, either as an employee or advisor . Life or multi-line insurance... more |
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| Dec 21 | Strategic Account Executive | Thomson Reuters | New York, NY |
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businesses and professionals in Law, Financial Services, Tax & Accounting, Media, ... information about Thomson Reuters and its financial performance can be found... more |
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| Dec 21 | Consulting Project Technical Director | Oracle | New York, NY |
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teams. As a thought leader and trusted advisor, effectively influences decisions at ... for the program, including time and financial contingencies . Building &... more |
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| Dec 20 | Financial Advisor Associate | JPMorgan Chase | Valley Cottage, NY |
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Chase Retail Investment Services Financial Advisor, you will acquire and deepen ... At least two years of financial service sales experience... more |
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| Dec 20 | Financial Advisor Associate | JPMorgan Chase | Pomona, NY |
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Chase Retail Investment Services Financial Advisor, you will acquire and deepen ... At least two years of financial service sales experience... more |
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| Dec 20 | Financial Advisor Associate: Yorktown Heights | JPMorgan Chase | Yorktown Hts, NY |
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Chase Retail Investment Services Financial Advisor, you will acquire and deepen ... At least two years of financial service sales experience... more |
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| Dec 20 | Private Client Advisor II | Bank of America | Garden City, NY |
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Executive Responsibilities * Act as trusted financial advisor to, and advocate for, ... plus Apply Now For `Private Client Advisor II - Garden City, NY`. If you have... more |
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| Dec 20 | Associate Wealth Mgmt Advisor - Melville-1686423 | Tiaa-cref | Melville, NY |
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Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered ... in financial sales capacity providing financial planning services to high net... more |
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| Dec 20 | Branch Sales Assistant | Ameriprise Financial | Norwalk, CT |
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-As directed, assists advisor in servicing clients including preparing financial ... summary of meetings, escorting clients to advisor, and providing necessary follow-up. more |
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| Dec 20 | Branch Sales Assistant | Ameriprise Financial | Saddle Brook, NJ |
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-As directed, assists advisor in servicing clients including preparing financial ... summary of meetings, escorting clients to advisor, and providing necessary follow-up. more |
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| Dec 20 | External Wholesaler - RIA & Independent Channels - Nationwide Positions | BFS Financial | New York, NY |
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an established network of producing Reps & Financial Advisors in their territory. Good ... We design product with input from our field staff, and our broker dealer/advisor clients... more |
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| Dec 20 | External Wholesaler - Private Equity Fund Capital Raiser | Lighthouse Realty Fund | Greenwich, CT |
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are a compelling investment story for financial advisers and their clients. If you ... Wholesaler, Series 65, Series 66, Capital, Financial Advisor / Adviser, Family Office,... more |
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| Dec 20 | External Wholesaler - Private Equity Fund Capital Raiser | Lighthouse Realty Fund | New York, NY |
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are a compelling investment story for financial advisers and their clients. If you ... Wholesaler, Series 65, Series 66, Capital, Financial Advisor / Adviser, Family Office,... more |
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| Dec 20 | Human Resource Generalist | Long Island Office | Roslyn, NY |
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to primary clients Strong business and financial acumen. Must have outstanding problem solving skills. Ability to take a creative approach to human resources and business... more |
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| Dec 20 | Business Analysis - Client Server | Tekmark Global Solutions | New York, NY |
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entitlement management and Broker or Advisor business-Prepare functional ... of top companies in the telecommunications, financial services, technology, insurance,... more |
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| Dec 20 | TREASURY MGMNT SALES ASSOCIATE--C1USA | Capital One | New York, NY |
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Sales Associate focuses on assisting sales advisor with retention and maintenance of ... existing account services and searches for financial services opportunities. This... more |
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| Dec 20 | Client Executive | Affiliated Computer Services | Newark, NJ |
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ACS (munications, Manufacturing, Retail, Financial Services, Healthcare, Education, ... The Client Executive serves as a trusted advisor and partner within the... more |
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| Dec 20 | Client Executive | Affiliated Computer Services | Newark, NJ |
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(munications, Manufacturing, Retail, Financial Services, Healthcare, Education, and ... The Client Executive serves as a trusted advisor and partner within the... more |
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