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Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. ...

Brooklyn College is currently accepting applications for the position of Financial Aid Advisor in the Office of Financial Aid. The Financial Aid Advisor plays a crucial role in advising prospective students on financing their education at Brooklyn College. Responsibilities include guiding student...

The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and pr...

Recommends financial advice and guidance that align with client financial goals and needs. Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities. Partners with fi...

As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are:Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their familie...

Recommends financial advice and guidance that align with client financial goals and needs. Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities. Partners with fi...

This employment opportunity at Webster Bank in Brooklyn, NY would allow you to join the Investment Program at Webster Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. LPL Financial partners with banks to offer a com...

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial live...

The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be selling investment management solutions & providing financial planning guidance. A Transitional FA will need to leverage their experience to service the unique and com...

Financial Advisor Trainee Responsibilities:. Financial Advisor Trainee Qualifications:. We Customize goals-based financial plans and help clients manage their portfolios. ...

Private Client Financial Advisor - Brooklyn, NY (Borough Park). ...

Financial Advisor | Investment Advisor Representative| Financial Representative| Managing Associate | Financial Professional. Are you looking for a career that will leverage your years of work experience, provide you with the freedom to control your schedule and your income, while making a profou...

The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be selling investment management solutions & providing financial planning guidance. A Transitional FA will need to leverage their experience to service the unique and com...

This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. ...

The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be selling investment management solutions & providing financial planning guidance. A Transitional FA will need to leverage their experience to service the unique and com...

Financial Advisor - Hybrid (Brooklyn, Queens, Long Island). ...

Effective communication and presentation skills, with the ability to convey financial information to non-financial stakeholders. Provides strategic direction and oversight of financial operations processes and outcomes. Provides strategic advice and guidance to the Financial Operations function. ...

The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team

The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team