Offres financial advisor à États-Unis - Page 2

Job Description Aquarian Aquarian is a diversified global holding company with a strategic portfolio of insurance and asset management solutions. After launching in 2017, Aquarian finalized its first investment in 2018. Since then, Aquarian has grown to over $22.8B in assets under management. A...

About this Job: Bravo Capital is seeking a Chief of Staff to work directly with the CEO and executive leadership team to drive strategic initiatives, oversee internal operations, and help scale the company’s platform. This high-impact role is ideal for a highly organized, analytical, and proacti...

About M+ M+ is a niche financial services business that works to cultivate and implement innovative planning solutions for high-net-worth clients and their advisors. M+'s three core focus areas for M+ are leveraged insurance, a virtual family office offering, and assets under management. We offe...

Industry: Financial Services Title: Fixed Income Specialist - Compliance & Surveillance Location: NYC Type: Fulltime Must have strong Fixed Income expertise Responsibilities: • Provide real-time advice and guidance to trading and sales force on regulatory implications of daily activity. • D...

Wealth Advisor Location: NYC or Hybrid Overview: We are seeking a motivated and experienced Wealth Advisor to join a high-performing, collaborative team dedicated to delivering exceptional client service. This is an exciting opportunity for an established advisor looking to grow within ...

Job Description Join Us Today: If you are looking for a rewarding career with industry-leading benefits, a culture that values your growth, and a company that truly cares about its Team Members, we encourage you to apply today. We are looking forward to having you on our team! At Factory Direc...

Principal Associate, Change Risk Assessments - International LAUNCH At Capital One, we are building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringi...

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Ponte...

Job Description About Us LP Seafood & Specialty is a highly respected NYC-based seafood and specialty distribution company, providing exceptional quality products and personalized service to the region’s top restaurants, hotels, and specialty retailers. With a reputation built on care, profess...

Job Description Sales Representative, Spanish Remote (Long Island, NY area) Base Salary + Commission 1st year guarantee available Avg of $90k in year one, $200-300k by year three Are You Ready to Transform Commerce and Elevate Your Career? Revolutionize Commerce. Empower Businesses. Define Yo...

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Ponte...

Job Description Sales Representative Brooklyn, NY Base Salary + Commission 1st year guarantee available Avg of $90k in year one, $200-300k by year three Are You Ready to Transform Commerce and Elevate Your Career? Revolutionize Commerce. Empower Businesses. Define Your Career. Are you ready t...

Distinguished Data Engineer - Card Technology As a Distinguished Engineer at Capital One, you will be a part of a community of technical experts working to define the future of banking in the cloud. You will work alongside our talented team of developers, machine learning experts, produc...

Distinguished Engineer - Fraud Tech As a Distinguished Engineer at Capital One, you will be a part of a community of technical experts working to define the future of banking in the cloud. You will work alongside our talented team of developers, machine learning experts, product managers...

Job Description Marchay is a curated, membership-based travel service and community for some of the world’s most sophisticated travelers. Recognized by leading publications as a premier luxury travel service, Marchay provides a complete, high-touch solution for managing members’ high-end travel n...

Job Description Join our winning sales team to experience Sony, where today's innovation is transforming tomorrow's entertainment! ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a local Best Buy in Norwalk, CT 06854. What's in it for you? - ...

Here at Universal Technical Institute and its family of schools, we care about YOU.

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. ...

Serve as "one-stop advisor" for students and families concerning financial aid, billing and registration. Advisor (Financial Aid, Registration, Student Accounts). Accurately advise and assess current students' financial aid/billing history, needs and potential problems in making payments due to t...

Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segm...

Financial Solutions Advisor Stage I (FSA I).At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.B...

Wealth Management includes Private Wealth Management, Goldman Sachs Ayco and Private Banking, Lending & Deposits. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net w...

Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. A Financial Advisor is responsi...

Serve as a trusted advisor to corporate and financial sponsor clients across the consumer and retail landscape. Maintain deep familiarity with industry trends, sector dynamics and investor sentiment in the consumer and retail space. Investment Banking Vice President, Consumer & Retail - New York....

This employment opportunity at Peapack Private Bank & Trust in Manhattan, New York would allow you to join the Investment Program at Peapack Private Bank & Trust as a Senior Financial Advisor associated with LPL Financial. Investment Program At Peapack Private Bank & Trust. The Investment Program...

In lieu of this requirement, has previously held the role of: Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year. Bank of America believes ...

Internal Client Advisor Associate.JPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions.Our wide array of financial strategies equity, fixed income, cash management, currency, asse...

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their sho...

This role is a key member of the advisory team and will help clients achieve their financial goals while providing service that exceeds client expectations. Facilitate the financial planning process. Mentor and train individuals on the team in technical areas of financial planning and client serv...

Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and t...

Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and...

Key responsibilities include working directly or through compliance officers for the Front Line Units (FLUs) and Control Functions (CFs) to complete compliance, policy, operational/fraud risk management requirements. Bank of America is seeking a highly motivated and detail-oriented professional t...

Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals. Create customized financial plans using the products and services we offer based on each client's potential life and f...

Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals. Partners with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, a...

Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. Our teams of financial advisors across the nation...

Job DescriptionBenefits: - 401(k) - Competitive salary - Health insurance - Opportunity for advancement - Paid time off ABOUT BERK TRADE SCHOOL Family Owned and Operated Trade School since 1945 is looking for an Admission Advisor When you join us you will be part of a vibrant and winning t...

Job DescriptionSalary: Account Executive About Kartera: Kartera is a leading provider of branded open banking payment and customer rewards solutions. Our innovative technology is designed to increase average order value and repeat purchase ratio for merchants and platforms. At Kartera, we...

Job Description Leadership position supporting the CCAR design and testing for an innovative global bank Responsibilities: - Oversight of the planning, performance, and independent validation to safeguard external reporting integrity, including CCAR and liquidity control environment. - Manag...

Job Description Job Location: New York, Boston or Atlanta Office Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw ins...

Job DescriptionJob Summary The Client Partner (CP) role at Vertical Relevance is a strategic position focused on driving business growth within the financial services sector. As a CP, you will be responsible for identifying and closing new consulting opportunities, cultivating relationships with ...

Job Description Title: Audit Partner, Architecture, Engineering & Construction Department: Audit, Architecture, Engineering & Construction (AEC) Supervises: Directors Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public A...

Job DescriptionCompany Description Anticipated Start Date: July 14, 2025 Location: This field position is based in NYC, and requires frequent travel. 70% of time will be spent meeting with advisees in the field and visiting CTE/Workforce Training Program sites primarily in NYC, and at times i...

Job DescriptionManage the Fixed Income derivative pricing/valuations function for a Global Investment Bank Responsibilities: - Perform Independent Price Verification (IPV) processes for Fixed Income products with emphasis on credit, rates and LATAM products - Lead projects, implementing new p...

Job Description Here at Appian, our core values of Respect, Work to Impact, Ambition, and Constructive Dissent & Resolution define who we are. In short, this means we constantly seek to understand the best for our customers, we go beyond completion in our work, we strive for excellence with inten...

Job Description We’re hiring a Tax Director/Partner to lead high-level tax strategy and client relationships in the financial services sector. You’ll serve as a trusted advisor to private equity and hedge fund clients, oversee compliance and planning engagements, and help drive business growth. T...

Job Description WHO WE ARE Fueled by passion and urgency, the National Kidney Foundation is a lifeline for all people affected by kidney disease. As pioneers of scientific research and innovation, NKF focuses on the whole patient through the lens of kidney health. Relentless in our work, we enh...

Job Description Title: Director/Partner - RCI Department: Regulatory Compliance & Investigations Supervises: Senior Managers and staff below Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting...

Job Description Who We Are Jaros, Baum & Bolles (JB&B) is a MEP engineering firm headquartered in New York City with additional offices in Boston and Philadelphia. For over 100 years, JB&B has leveraged cutting-edge technologies with sound engineering practices to create building designs that ha...