Financial advisor jobs in Port Chester, NYCreate job alerts

Serve as the primary point of contact and trusted advisor for clients, understanding their business ... Bachelor's degree in Business Administration, Finance, Computer Science, or a related field; MBA or ...

As you master the process, you'll have the opportunity to transition into a Senior Energy Advisor ... A clear pathway to career advancement and uncapped financial potential. * Hands-on training to ...

The Associate Advisor serves as an integral part of our team. This great communicator, influencer ... Attend meetings held by the Senior Financial Advisors with clients; conduct solo meetings with ...

The Greenwich, CT office of a global private investment firm is looking for an Adminstrative Assistant to support the CFO. They are looking for a smart, go-getter with 1-5 years of administrative ...

... by employees, our mental and financial health resources, and our personalized learning ... advisor to grow partnerships and assist customers to get and stay healthy from a cyber security ...

The firm provides investment solutions for individuals, financial advisors, and institutions. We believe a thoroughly researched and systematic investment process grounded in common sense will ...

These conversations should increase the financial advisor's knowledge and awareness of our products. This individual will be responsible for making proactive calls to clients and prospects while ...

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...

... by employees, our mental and financial health resources, and our personalized learning ... advisor to our customers. The role requires deep cybersecurity subject matter expertise and ...

... financial institutions. Currency Reserve's leadership team is comprised of former senior executives with Goldman Sachs, White & Case, Morgan Stanley, Dimensional Fund Advisors, KPMG and the Federal ...

As a Financial Advisor, you will build long-lasting relationships, offer guidance, and provide solutions to help clients meet their financial goals and objectives. Financial advisors are supported by ...

As a Financial Advisor, you will play a pivotal role as a trusted financial confidant to your clients, leveraging a profound understanding of their values, lifestyle, and goals. Cultivating enduring ...

Hackmann Wealth Partners, a Stamford CT based financial planning firm, is seeking to hire an Administrative Assistant to join our growing team of professionals.Firm headquarters are in Stamford, CT ...

... is a financial services firm focused capital raising for aviation and other asset intensive ... advisor with respect to its fund business. Workplace Environment . People who do well at the ...

... advising on corporate and contractual matters. • Experience reviewing and summarizing terms of contracts, such as NDAs, consulting agreements, development agreements, purchase agreements, financing ...

Seeking an experienced financial analyst for a full-time, in-person investment banking/PE role at a highly-successful boutique investment banking and PE firm in expansion mode in Greenwich ...

... broader financial services industry. Responsibilities * Develop, implement, and maintain a ... Advise senior leadership on regulatory changes and emerging compliance risks, offering proactive ...

... financial services companies. Why do we stand out in technology staffing? We listen and act as advisors for our candidates on how they can best add value, find interesting projects, and pave a path ...

Preferably at least three to four years of work experience in the financial services industry and within a legal or compliance function. * Knowledge of the Investment Advisers Act of 1940 is ...

... financial advisors to ensure all aspects of the client's estate plan are well-coordinated. 7. Participate in business development activities to expand the firm's trusts and estates practice

... tax advisors, and financial planners to develop comprehensive charitable planning strategies for clients. 5. Keeping up-to-date with the latest developments in charitable planning law and tax ...

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

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, in...

Unlock Your Potential with a High-Earning Sales Career at Hattori Hanzo Shears.Are you looking for a career where your ambition and hard work translate directly into earnings-with no cap on your income? At.Why Join Hattori Hanzo Shears?.Our top sales representatives earn six figures.There's no li...