Investment advisor jobs in Ozone Park, NYCreate job alerts

R67125) 2025 Management Development Program Investment Advisor Associate- NYC.

Within Societe Generale Corporate & Investment Banking, the Global Markets Division brings together the Research, Investment and Risk Management Solutions, Execution and Clearing, Prime Services, Equities, Fixed Income, Futures and Currencies & Commodities structuring capabilities with the object...

Implement and/or maintain a comprehensive investment advisory compliance program for SEC Registered Investment Advisor ("RIA") affiliates of Socit Gnrale in the Americas to ensure compliance and practices with Investment Company Act of 1940, as well as Securities Act of 1933, Securities Exchange ...

The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel. The primary objective of this trusted advisor is to grow client assets, retain and acquire new cli...

Immediate opening for Customer Service/Operations Manager familiar with import operations.Remote position based in New York/New Jersey.Minimum 5 years management experience in import operations.Proven track record of leading an operations team.Familiar with day to day operations.Dealing with ship...

The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering perso...

Sorry, Visa / sponsorship not available.Customer Service Representative.As a Customer Service Representative, you will be the first point of contact for customers seeking assistance, providing exceptional service and resolving inquiries with professionalism and efficiency.Aktivo provides a compre...

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.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 ...

Immediate opening for Customer Service/Operations Manager familiar with import operations.

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.

SHIFT YOUR FUTURE Seasonal Warehouse Worker UPS Quick Apply Applying for this role online is quick and easy – and you could even schedule your first day of work within 10 minutes! The steps are simple: 1) Provide some basic information to start the application process.Watch a short video to s...

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.

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 successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client’s information including assets, income, debts and other lia...

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understa...

Highly Regarded NYC Based Health Plan is Searching for a Manager of Behavioral Health Operations! This is a Hybrid Remote/In Office Role!.

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. 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.

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.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 ...

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.

Jefferies, the global investment banking firm, has served companies and investors for over 60 years ... In this role you will collaborate with industry coverage and banking product partners to advise ...

... or investment management firm.  Knowledge of regulatory requirements applicable to US investment managers, particularly the Advisers Act. o NFA and/or FINRA knowledge a plus  Basic ...

Financial Advisor / Wealth Management Advisor Career Description: Financial Advisor Role at ... investment options, and more. If you're dedicated to helping others in a role that is very ...

... and Senior Advisors · Strong proficiency in Microsoft Excel and PowerPoint What You'll Do (Responsibilities) · Screen and evaluate new investment opportunities, including spearheading the ...

Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Senior Financial Advisor to formulate and implement comprehensive investment and financial ...