Financial Solutions Advisor - Greater Queens NY Market Bank of AmericaFinancial Solutions Advisor - Greater Queens NY MarketForest Hills, New YorkKey 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 short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewFinancial Solutions Advisor - Flatiron Bank of America CorpFinancial Solutions Advisor - FlatironNew York, NY$70,000–$80,000 / yearKey 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. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.•
Financial Solutions Advisor - Brooklyn North Market Bank of America CorpFinancial Solutions Advisor - Brooklyn North MarketBrooklyn, NY$70,000–$80,000 / yearKey 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. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Financial Solutions Advisor - S. Brooklyn /Staten Island Market Bank of AmericaFinancial Solutions Advisor - S. Brooklyn /Staten Island MarketBrooklyn, New YorkKey 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 short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Westchester / Bronx Market Bank of AmericaFinancial Solutions Advisor - Westchester / Bronx MarketNew York City, New YorkUS - NY - Bronx - 65 Metropolitan Oval - PARKCHESTER BRANCH BC (NY5141), US - NY - Bronxville - 151 Parkway Rd (NY5400), US - NY - New Rochelle - 810 Main St - New Rochelle Main (NY5397), US - NY - White Plains - 206 Main St - WHITE PLAINS BC (NY5332), US - NY - Yonkers - 851 KIMBALL AVE - CROSS COUNTY CENTER BC (NY5364). 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.
Financial Solutions Advisor - Greater Queens NY Market (Bilingual Required Mandarin) Bank of America CorpFinancial Solutions Advisor - Greater Queens NY Market (Bilingual Required Mandarin)Flushing, NY$70,000–$80,000 / yearKey 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. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
NewFinancial Solutions Advisor - Montvale Bank of America CorpFinancial Solutions Advisor - MontvaleMontvale, NJ$70,000–$80,000 / yearKey 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. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Senior Corporate Meeting Planner Piper SandlerSenior Corporate Meeting PlannerNew York, New YorkThis is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. This includes coordination of client/investor conferences, smaller team events, departmental employee events and larger-scale client entertainment events.
Planner - Merchandising Rue La La, Inc.Planner - MerchandisingNew York, NY$75,000–$90,000 / yearRue Gilt Groupe is committed to providing Associates with equal pay for equal work and carefully considers a wide range of compensation factors, including but not limited to, prior experience, education, certification(s), license(s), skills and expertise, location, internal equity, and other factors that are job related and consistent with business need. Build and foster effective relationships and collaborate closely with Merchandising, Financial Planning, Programing and other cross-functional teams to ensure alignment of Merchandising strategies to support overall business objectives.
Demand Planner BluelandDemand PlannerNY$120,000–$140,000 / yearProvide demand forecasts, assumptions, variance analysis, risks, and opportunities as key inputs into monthly consensus and Stage Gate meetings, ensuring leadership and cross-functional teams have a clear and current view of expected demand and the drivers behind changes to the plan. While traditional cleaners are packaged in plastic and may contain up to 95% water, all Blueland products utilize tablet or powder formats, designed to be used directly or mixed with household tap water, and come in compostable or recyclable packaging.
Senior Financial Planning Specialist (CFP Required) YourStakeSenior Financial Planning Specialist (CFP Required)Brooklyn, NYRemote$80,000–$120,000We strive to be the leading hub for values-aligned advisors, helping clients navigate this transformative time for the world with holistic financial life planning, and drive impact through centralizing shareholder engagement and private high-impact investing efforts. YourStake, the leading software company in the values-aligned wealthtech space, has acquired Formative to build something new: a modern, tech-enabled platform purpose-built for values-aligned financial advisors.
Senior Corporate Meeting Planner Piper Sandler CompaniesSenior Corporate Meeting PlannerNew York, NY$140,000–$178,000 / yearThis is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. This includes coordination of client/investor conferences, smaller team events, departmental employee events and larger-scale client entertainment events.
Senior Planner - Planning and Preservation MOUNT MORRIS, CITY OFSenior Planner - Planning and PreservationMorristown, NJPossession of a bachelor''s degree from an accredited college or university including or supplemented by twenty-one (21) semester hour credits in professional planning subjects such as the principles of land use planning, history of city planning, planning project design, and planning law and administration; and two (2) years of the above-mentioned professional experience. Six (6) years of professional experience in municipal, county, regional, or state planning including or supplemented by twenty-one (21) semester hour credits in professional planning subjects such as the principles of land use planning, history of city planning, planning project design, and planning law and administration.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorWashington Township, NJAs an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Merchandise Planner Fair Harbor Clothing IncMerchandise PlannerJersey City, NJThe Wholesale Merchandise Planner is a key member of the planning, merchandising and sales organization, responsible for developing and executing seasonal buying strategies, managing open-to-buy and pre-season budgets, and identifying opportunities for optimizing inventory across channels. Primarily seated work at a desk or workstation, using a computer and office equipment for extended periods; may occasionally be required to stand, walk, or move within the office and between meeting spaces.
J.P. Morgan Wealth Management - Executive Director, Head of Financial Planning Tools & Strategy JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Executive Director, Head of Financial Planning Tools & StrategyNew York, NYFull timePossess a minimum of 15 years of leadership experience in financial services, with a proven track record of managing teams, cross-functional initiatives, and influencing senior stakeholders. Hold advanced credentials such as a Master of Laws (LLM) in taxation or estate planning, Master of Science in Financial Planning, Chartered Financial Analyst (CFA®), or Certified Private Wealth Advisor (CPWA®).
Sr Event Planner IEEESr Event PlannerPiscataway, NJRemoteRegistration and Housing Management- 10%• Develops and maintains a working knowledge of registration database and other tools utilized in support of the business• Creates and maintains online (web-based) registration and housing forms; and attendee communications• Coordinates room block management• Reports ongoing registration statistics to clients. The overall purpose of this position is to provide a Best-in-Class quality of service to all clients supported by IEEE CEE's event management services team CEE through professional timely communication and meeting and event management.
Junior Sales Planner JCDecaux North AmericaJunior Sales PlannerNew York, NY$50,000–$52,000 / yearAbout JCDecaux JCDecaux is the #1 outdoor advertising company in the world, we are dedicated to giving brands unique voices and providing messaging platforms through the highest quality out-of-home solutions and first-class services. Works with all internal JCDecaux departments facilitating sales process through the Hive system, making decisions when and where appropriate on timely issues relating to ad programs for all mall/street furniture products.
Financial Solutions Advisor - Northwest NJ Market Bank of America CorpFinancial Solutions Advisor - Northwest NJ MarketMorristown, NJ$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor - Central Long Island Market ( Bilingual Spanish Required) Bank of America CorpFinancial Solutions Advisor - Central Long Island Market ( Bilingual Spanish Required)Huntington, NY$70,000–$80,000 / yearKey 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. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").