New York LifeFinancial Advisor (sales) **Licensing and Training Provided** New York LifeFinancial Advisor (sales) **Licensing and Training Provided**Melville, NY$80,000–$130,000 / yearFull timeBecoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.
Ecolab Inc.NewFood Quality & Restaurant Experience Advisor Ecolab Inc.Food Quality & Restaurant Experience AdvisorNew York City, NY$58,400–$87,600 / yearBuilding on a century of innovation, our 48,000 associates help deliver comprehensive science-based solutions, data-driven insights and world-class service to advance food safety, maintain clean and safe environments, and optimize water and energy use, and improve operational efficiencies and sustainability for customers in the food, healthcare, life sciences, hospitality and industrial markets in more than 170 countries around the world. Adhere to HIPAA guidelines (where applicable) while completing operational visits within hotels, restaurants, convenience stores, the education sector, healthcare and senior living facilities by interacting with staff and residents .
Ecolab Inc.NewBrand Standards, Guest Experience, & Food Safety Advisor Ecolab Inc.Brand Standards, Guest Experience, & Food Safety AdvisorBronx, NY$58,400–$87,600 / yearBuilding on a century of innovation, our 48,000 associates help deliver comprehensive science-based solutions, data-driven insights and world-class service to advance food safety, maintain clean and safe environments, and optimize water and energy use, and improve operational efficiencies and sustainability for customers in the food, healthcare, life sciences, hospitality and industrial markets in more than 170 countries around the world. Adhere to HIPAA guidelines (where applicable) while completing operational visits within hotels, restaurants, convenience stores, the education sector, healthcare and senior living facilities by interacting with staff and residents .
Ecolab Inc.NewBrand Standards, Guest Experience & Food Safety Advisor Ecolab Inc.Brand Standards, Guest Experience & Food Safety AdvisorNew Rochelle, NY$58,400–$87,600 / yearBuilding on a century of innovation, our 48,000 associates help deliver comprehensive science-based solutions, data-driven insights and world-class service to advance food safety, maintain clean and safe environments, and optimize water and energy use, and improve operational efficiencies and sustainability for customers in the food, healthcare, life sciences, hospitality and industrial markets in more than 170 countries around the world. Adhere to HIPAA guidelines (where applicable) while completing operational visits within hotels, restaurants, convenience stores, the education sector, healthcare and senior living facilities by interacting with staff and residents .
AtriumNewLuxury Client Advisor AtriumLuxury Client AdvisorNew York, NY$28–$36 / hourOur client is a prestigious luxury retail brand known for delivering exceptional client experiences, premium products, and world-class service. Required Experience/Skills for the Luxury Client Advisor: 2 - 5 years of experience in luxury retail, high-end fashion, hospitality, or a related client-facing environment.
IntuitNewSenior Tax Advisor – In-Store IntuitSenior Tax Advisor – In-StoreYonkers, NY$28–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” .
System OneSales Representative/Business Consultant - Stamford, CT System OneSales Representative/Business Consultant - Stamford, CTStamford, CTThis is a high-impact, field-based opportunity for someone who thrives in a fast-paced, quota-driven environment and wants to make a meaningful difference in the way businesses operate and grow. In this role, you will work closely with small and mid-sized businesses (SMBs), introducing them to Clover, an award-winning point-of-sale and business management platform.
System OneNewSales Representative/Business Consultant - Long Island, NY System OneSales Representative/Business Consultant - Long Island, NYHempstead, NY$39,600–$92,400 / yearThis is a high-impact, field-based opportunity for someone who thrives in a fast-paced, quota-driven environment and wants to make a meaningful difference in the way businesses operate and grow. In this role, you will work closely with small and mid-sized businesses (SMBs), introducing them to Clover, an award-winning point-of-sale and business management platform.
Company ConfidentialFinancial Advisor/Client Portfolio Manager Company ConfidentialFinancial Advisor/Client Portfolio ManagerNew York, NY$250,000–$300,000 / yearFull timeProven Assets: A demonstrated ability to successfully transition and manage an existing book of business (AUM thresholds are negotiable based on strategy alignment).Technical Literacy: Deep understanding of asset allocation, risk management, and liquidity planning within a sophisticated investment framework. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
Company ConfidentialHuman Resources Business Partner Company ConfidentialHuman Resources Business PartnerNew York, NY$115,000–$125,000 / yearFull timeDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. You will thrive here if you enjoy being embedded within the business, navigating the fast-paced nature of a high-growth tech company, and influencing outcomes that directly impact team effectiveness and the employee experience.
JPMorgan Chase Bank, N.A.Human Resources Business Advisor, Vice President JPMorgan Chase Bank, N.A.Human Resources Business Advisor, Vice PresidentJersey City, NJFull timeSupport year-end compensation process by ensuring that baselines are accurate and synchronized (including joiners, leavers, transfers) with finance and/or business management, providing guidance on incentive compensation and salary planning as appropriate and supporting managers through compensation decisions . As a Human Resources Business Advisor in the Technology, Data and Product organization, you will report to the HR Business Advisor Lead and be aligned to support Senior Leaders and Leaders within Technology, Data and Product.
JPMorgan Chase Bank, N.A.Human Resources Business Advisor, Executive Director JPMorgan Chase Bank, N.A.Human Resources Business Advisor, Executive DirectorNew York, NYFull timeAs a Human Resources Business Advisor in our dynamic Human Resources team, you will help deliver the end-to-end Talent Strategy by starting with business problems, curating the right solutions from product offerings, directly informing segmented product strategy and developing a uniform approach to talent processes. Join our dynamic Human Resources Team as a Human Resources Business Advisor (HRBA) Executive Director, where you will play a crucial role in creating, driving and executing strategic HR priorities and supporting clients within the CDAO (Data, Analytics, and AI) organization for the Commercial & Investment Bank.
G&A PartnersNewBusiness Advisor G&A PartnersBusiness AdvisorNew York, NY$85,000–$95,000 / yearBusiness Advisor – Human Resources ServicesThis position will be responsible for the sales of Human Resources Services, including Human Resources and Payroll Outsourcing Services, Talent Management, Performance Management, and Learning Services. Physical RequirementsSitting – OftenTalk/Hear/Speak – ConstantlyStanding/Walking – OccasionallySee/Read – ConstantlyClimb or balance – OccasionallyReading/Writing/Typing – OftenStoop, kneel, crawl – SeldomWork EnvironmentIndoor office setting.
JPMorgan Chase Bank, N.A.Executive Director, Senior Human Resources Business Advisor (Enterprise Technology) JPMorgan Chase Bank, N.A.Executive Director, Senior Human Resources Business Advisor (Enterprise Technology)New York, NYFull timeStrategic leader- work with senior leadership teams to create the workforce of the future by understanding the business deeply and leveraging our HR products to drive business outcomes; support the design and implementation of HR Products and deliver the end-to-end talent strategy for the function; including AI and digitally enabled HR. Trusted advisor - demonstrate consulting agility and act trusted advisor to senior stakeholders and employees on issues of all kinds, including how to drive transformation, redesigning work, automation, and digital strategies; coach senior leaders and get involved in complex people matters.
Deutsche Bank AGHuman Resources Business Advisor - Assistant Vice President Deutsche Bank AGHuman Resources Business Advisor - Assistant Vice PresidentNew York, NY$85,000–$129,500 / yearPrevious relevant HR experience in business advisory, generalist, or specialist roles Excellent verbal and written communication skills across all organizational levels Strong organizational skills with the ability to prioritize and manage multiple tasks High level of initiative, proactivity, and ability to anticipate needs Advanced proficiency in Microsoft Office, with a heavy focus on Excel, including pivot tables, VLOOKUP, data modeling, and analysis of large datasets, while utilizing AI-powered platforms, such as Microsoft Co-Pilot. You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model allowing for in-office work, from home flexibility, generous vacation, personal, and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages, including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gifts, and volunteer programs.
Exit Without SellingNewBusiness Advisor Exit Without SellingBusiness AdvisorNew York, NY$144,000–$157,000 / yearPosition VisionThe Co-Pilot Advisor owns the complete client journey from Kickoff through Operate, guiding business owners through the COO Cycle (Clarity - Onboard - Operate) to reduce owner-dependence by building and training their Dream Team. CompensationFull capacity (25 clients): $15,750/month ($189,000/year)Profit sharing based on company resultsCompensation: $144,000 - $157,000 yearly#J-18808-Ljbffr.
Asian Americans for EqualityBusiness Advisor (Korean Speaker) Asian Americans for EqualityBusiness Advisor (Korean Speaker)New York, NYRemoteFull timeReporting to their Senior Business Advisor/Team Leader,the Business Advisor (Korean Speaker) is responsible for building relationships with small businesses and referral-base partnerships, generating a strong pipeline of loan applicants, pre-screening loan applications for eligibility, loan packaging for submission, providing one-on-one business coaching to small business, and monitoring the performance of their portfolio of small business loans after they close. Renaissance’s mission is to transform low-to-moderate income (LMI) communities and under-resourced entrepreneurs in our target markets by providing affordable small business loans, training, and counseling services.
Asian Americans for EqualityBusiness Advisor (Mandarin Chinese Speaker) Asian Americans for EqualityBusiness Advisor (Mandarin Chinese Speaker)Flushing, NYFull timeRenaissance’s mission is to transform low-to-moderate income (LMI) communities and under-resourced entrepreneurs in our target markets by providing affordable small business loans, training, and counseling services. Reporting to the Senior Business Advisor/Team Leader, you will build trusted relationships with small business clients, package loan applications, and provide hands-on business coaching.
Latham & Watkins LLPBusiness Development Advisor – New Business (Finance) Latham & Watkins LLPBusiness Development Advisor – New Business (Finance)New York, New York$120,000–$155,000 / year
Latham & Watkins LLPBusiness Development Advisor – New Business (Corporate) Latham & Watkins LLPBusiness Development Advisor – New Business (Corporate)New York, New York$120,000–$155,000 / year
Latham & Watkins LLPBusiness Development Advisor – New Business (Alternate Schedule) Latham & Watkins LLPBusiness Development Advisor – New Business (Alternate Schedule)New York, New York$120,000–$155,000 / year
CXG Holdings IncFormer Financial Advisor Broker Business Development Role CXG Holdings IncFormer Financial Advisor Broker Business Development RoleSmithtown, NYRemoteWe work directly with founders and financial professionals entering the capital markets industry and provide comprehensive regulatory and principal outsourcing solutions. You will work directly with qualified prospects in a consultative sales environment involving executive-level financial conversations and multi-touch deal cycles.
Karat IncPrincipal Client Advisor New Business Acquisition United States Karat IncPrincipal Client Advisor New Business Acquisition United StatesNYDevelop and execute comprehensive go-to-market strategies through sophisticated market analysis, competitive intelligence, and multi-channel prospecting to build and maintain a robust pipeline of qualified enterprise opportunities across diverse industry verticals. As a Principal Client Advisor and member of Karat's client acquisition team, you will architect and lead transformational partnerships with global enterprise organizations across technology, financial services, healthcare, and other high-growth sectors.
TDS TelecommunicationsNewSenior Business Sales Advisor TDS TelecommunicationsSenior Business Sales AdvisorNew York, NYTDS Telecom provides high‑speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid‑sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting‑edge connectivity to neighborhoods nationwide. You will also work with both internal and external customers to increase business and create solutions that serve the best interests of both our customers and TDS.This positionhas the ability toworkremotely in any of the 40+ States in which TDS Telecom operates.
NTT DATABusiness Analysis Advisor NTT DATABusiness Analysis AdvisorJersey City, NJ$70–$78 / hourExperienced in partnering with Finance & Technology, and Chief Data Office teams to strengthen governance frameworks, improve data traceability and attestation, and support remediation of regulatory and control issues. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure and connectivity.
New York UniversityAcademic Advisor, Business & Technology Management New York UniversityAcademic Advisor, Business & Technology ManagementBrooklyn, New York$70,000–$77,000 / yearNew York University considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as, market and organizational considerations when extending an offer. -Proficiency in MS Office (Word, Excel, PowerPoint), and knowledge of other PC programs -Must be able to comprehend and follow a diverse set of verbally communicated operational procedures with little guidance or training, self-manageable.
The RealReal IncNewField Sales Account Executive (Luxury Resale Advisor, New Business) - Long Island The RealReal IncField Sales Account Executive (Luxury Resale Advisor, New Business) - Long IslandManhasset, NY$92,500–$105,800 / yearAble to commit to a 40-hour workweek with occasional off-hours; must reside in the assigned territory, possess a valid driver's license (except in Manhattan, Brooklyn, and Chicago markets), maintain compliant insurance and driving record, and lift up to 25 lbs as needed. Consignment Procurement & Logistics: Acquire luxury consignment items from clients and oversee the end-to-end coordination of item pickup and shipment to The RealReal's e-commerce centers.
JPMorgan Chase Bank, N.A.Talent Development Advisor, Commercial and Investment Banking JPMorgan Chase Bank, N.A.Talent Development Advisor, Commercial and Investment BankingJersey City, NJFull timeYou will leverage talent development expertise as well as consulting, project management and analytical skills to advise business leaders on talent solutions and support function-specific talent initiatives for your client segment through the execution of talent discussions, leadership team/offsite workshops, manager development sessions, and executive coaching. In this high impact role, you will have the opportunity to contribute to an overarching talent strategy through partnership with cross-functional teams and will support utilization and improvement of the HR, Talent & Employee Experience products to meet business demand and contribute to the improvement of the firmwide talent advisory offerings.
RK PartnersWealth Advisor-New York RK PartnersWealth Advisor-New YorkNew York, NY$115,000–$180,000 / yearOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.
Transcend Practice ManagementAssociate Wealth Advisor Transcend Practice ManagementAssociate Wealth AdvisorGreenwich, CT$120,000–$140,000 / yearWe help clients make informed financial decisions through comprehensive planning and investment management, working closely with them on retirement planning, investments, cash flow, and long-term financial goals, with an emphasis on practical advice, strong relationships, and a high level of personal service. The Associate Wealth Advisor opportunity offers strong long term growth potential, including opportunities for additional compensation tied to new revenue generation and a potential future path toward equity participation in the firm.
Chemistry Wealth ManagementFinancial Advisor Chemistry Wealth ManagementFinancial AdvisorNew York, NY$125,000–$150,000Comprehensive Financial Planning: Conduct thorough interviews with clients to understand their financial status, including income, expenses, tax considerations, and risk tolerance, and create personalized financial plans to meet their short-term and long-term goals. Advisory Services: Offer strategic financial advice related to investments, debt management, tax planning, cash flow management, insurance, and retirement planning.
Nissan of HuntingtonNissan Service Advisor Nissan of HuntingtonNissan Service AdvisorHuntington Station, NYCome join our team and be part of one of the region's largest family owned Dealership Groups(35 stores and growing) - PSD Autogroup. PSD Auto group operates 9 stores on Long Island alone, including multiple Volkswagen, Nissan and Volvo franchises.
Farther Finance Advisors LLCFinancial Wealth Advisor Advisory Team Farther Finance Advisors LLCFinancial Wealth Advisor Advisory TeamNY$10–$15 / hourFarther gives experienced advisors a modern platform and genuine support structure to scale what theyve already built - serving the clients and categories that suit them best, whether thats professionals, nonprofits, high-net-worth families, small business owners, or a mix of all of the above. Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.
CSG PartnersESOP Client Advisor CSG PartnersESOP Client AdvisorNew York, New York$100,000–$130,000With decades of experience, CSG Partners provides comprehensive advisory services to middle-market companies seeking sustainable, tax-efficient business transition strategies through employee ownership. The ideal candidate should already understand the core elements of ESOPs and possesss a demonstrated track record of anticipating opportunities, triaging issues, and aligning internal and external resources to meet client needs.
JPMorgan Chase Bank, N.A.ConnectWealth NY | Program and Advisor Experience Lead (Vice President) JPMorgan Chase Bank, N.A.ConnectWealth NY | Program and Advisor Experience Lead (Vice President)New York, NYFull timeThe ConnectWealth Program and Advisor Experience lead will play a pivotal role driving the execution of our flagship ConnectWealth program-a transformative initiative designed to revolutionize our managed accounts operating model and deliver an innovative, intuitive technology platform across multiple lines of business and functions. In this high-impact role, you will lead both advisor engagement and platform deliverables for a specific line of business, combining strategic advisory leadership with program management excellence.
JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - White Plains, NY JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - White Plains, NYWhite Plains, NYFull timeProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Investment Associate - Riverside, CT JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Investment Associate - Riverside, CTRiverside, CTFull timeProvides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Select Advisor Group JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Select Advisor GroupNew York, NYFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Advisors Finance Team Vice President JPMorgan Chase Bank, N.A.J.P. Morgan Advisors Finance Team Vice PresidentNew York, NYFull timeMust be able to regularly interface with Advisors, Regional Directors, Control Partners and other senior level field managers and peers to answer questions, advise, present, and interpret financial and business information. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - New York, NY JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - New York, NYNew York, NYFull timeProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Forest Hills Financial GroupNewFinancial Advisor Forest Hills Financial GroupFinancial AdvisorNew York, NY$80,000–$150,000The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
SimpleCITINewWealth Advisor SimpleCITIWealth AdvisorGarden City South, NYWe currently focus on comprehensive advisory for high-net-worth and ultra-high-net-worth clients including business owners, multi-generational families, and clients navigating liquidity events, with capabilities spanning investment management, tax-aware planning, estate and succession coordination, private market access, and a full traditional public-markets platform. This is an opportunity to help build a family office advisory platform early, with flexibility to grow our AUM across the full client spectrum while leveraging internal deal flow, shared resources, firm-funded growth support, and long-term expansion plans.
Strategies for WealthFinancial Advisor Strategies for WealthFinancial AdvisorRye Brook, NY$200,000–$500,000 / yearWe believe the best client outcomes happen when advisors are empowered, supported, and aligned with a firm that puts people first - clients and advisors alike. If you’re an experienced Financial Advisor looking for a firm that helps you grow - not limit you - Strategies for Wealthoffers a platform designed to elevate high performers.
JPMorgan Chase Bank, N.A.Asset Management - Internal Client Advisor - Associate JPMorgan Chase Bank, N.A.Asset Management - Internal Client Advisor - AssociateNew York, NYFull timeOur wide array of financial strategies - equity, fixed income, cash management, currency, asset allocation, and alternative asset classes - allow investors to find strategies to help navigate dynamic markets. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Investment Associate - New York, NY JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Investment Associate - New York, NYNew York, NYFull timeProvides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Thrivent Financial for LutheransFinancial Advisor - Stamford, CT Thrivent Financial for LutheransFinancial Advisor - Stamford, CTStamford, CTThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moodys Investors Service; and an AA+ rating from S&P Global Ratings.
Transcend Practice ManagementLead Advisor Transcend Practice ManagementLead AdvisorNew York City, NY$200,000–$250,000 / yearYou will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience combined with a passionate belief in the tenets of financial planning. We are an independent advisory firm, and a team-oriented environment of motivated people who genuinely enjoy being around each other and prioritize having a true work/life balance.
Pacific Investment Management Co LLCAdvisor Education Consultant Pacific Investment Management Co LLCAdvisor Education ConsultantNew York, NY$175,000–$240,000 / yearIn this role, you will act as a visible ambassador for PIMCO's Advisor Education program, representing the firm at major industry events and conferences while serving as a strategic partner to GWM teams (e.g., Field Sales, Strategic Accounts, Sales Strategy). Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Larchmont, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Larchmont, NYLarchmont, NYUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Nanuet, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Nanuet, NYnanuet, NYThis 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 Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.