Financial Solutions Advisor - Central South NJ Market Bank of America CorpFinancial Solutions Advisor - Central South NJ MarketEast Brunswick, 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 childs 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.).
Private Wealth, Investment Manager Citizens Financial Group IncPrivate Wealth, Investment ManagerTarrytown, NY$188,000–$246,000 / yearAs a Private Wealth, Investment Manager, you will be responsible for helping Citizens team win new assets under management by assisting the team in bringing in new high net worth and institutional clients and identifying new opportunities with existing clients, through advising on investment solutions. Experience working within a Registered Investment Advisor (RIA) environment or partnering with RIAs preferred, with an understanding of fiduciary investment management, portfolio construction, and client advisory best practices.
Senior Wealth Lending Advisor - Melville, NY TD BankSenior Wealth Lending Advisor - Melville, NYMelville, New York$124,280–$186,160 / yearThis role is a high-touch point of RIA, advisor and client contact, wholesales and distributes complex custom Private Banking solutions [principally securities-based lending] to Registered Investment Advisors in the TDA Institutional Network and is responsible for growing and retaining RIA Firm, Advisor and client relationships. This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36; and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007; and is with a FINRA member, broker or dealer and is subject to the requirements of FINRA and Securities Laws.
Senior Vice President, Credit Investment Specialist (Wealth Channel) Brookfield Corp.Senior Vice President, Credit Investment Specialist (Wealth Channel)New York, NY$225,000–$300,000 / yearThere will be significant collaboration with members of the firm's credit portfolio managers across Brookfield (Real Estate, Infrastructure and Investment Solutions) as well as across Oaktree and other "partner managers" and with client relationship managers ("CRMs"), marketing, fundraise and due diligence management, and other groups. Product knowledge: be a subject matter expert on Brookfield's Credit offerings and investments by participating in internal investment and asset management meetings to be able to communicate the group's investments and philosophy effectively to investors and the market.
Director, Investment Data & Analytics National Life Holding CompanyDirector, Investment Data & AnalyticsNew York, NY$75,000–$110,000 / yearThis is a hands-on leadership role for a practitioner who understands both the data infrastructure and the business destination, including feeds, ETL, reconciliation, exception management, ALM, investment committee and Board reporting, asset-class reporting, capital and rating agency deliverables. The Director, Investment Data & Analytics is responsible for the stewardship of NLG Capital''s investment data ecosystem end-to-end, from investment accounting system inputs through the firm''s internal data architecture and classification framework to the investment data warehouse and the reporting and analytics it supports.
Wealth Investments Supervisory Technology Application Development Lead, Senior Vice President Citigroup IncWealth Investments Supervisory Technology Application Development Lead, Senior Vice PresidentJersey City, NJ$176,720–$265,080 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Databases: Strong in relational DBs ( Oracle, SQL optimization, JPA/Hibernate, schema migrations) and NoSQL (MongoDB, Redis, Elasticsearch) with sound data modelling and performance tuning skills.
J.P. Morgan Wealth Management - Private Client Advisor - Stamford, CT JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Stamford, CTStamford, CTFull timeUsing 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 America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Upper Eastside) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Upper Eastside)New York, NYFull timeUsing 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 America's households and small businesses achieve their financial goals through a broad range of financial products.
Financial Advisor-(Multiple Levels)-Jackson Heights, Queens TD BankFinancial Advisor-(Multiple Levels)-Jackson Heights, QueensJackson Heights, New York$66,560–$117,520 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
J.P. Morgan Wealth Management - Private Client Advisor - Montclair / Short Hills - New Jersey JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Montclair / Short Hills - New JerseyMontclair, NJFull timeUsing 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 America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NY (North) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NY (North)Brooklyn, NYFull timeUsing 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 America's households and small businesses achieve their financial goals through a broad range of financial products.
Financial Advisor (Multiple Levels)- Kings Highway, Brooklyn TD BankFinancial Advisor (Multiple Levels)- Kings Highway, BrooklynBrooklyn, New York$66,560–$117,520 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
J.P. Morgan Wealth Management - Private Client Advisor - Westchester East JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Westchester EastWhite Plains, NYFull timeUsing 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 America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Lower Hudson Valley, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Lower Hudson Valley, NYNanuet, NYFull timeUsing 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 America's households and small businesses achieve their financial goals through a broad range of financial products.
Financial Solutions Advisor Registration Candidate - Crown Heights Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Crown Heights Financial CenterBrooklyn, NY$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend 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 Registration Candidate - Hewlett Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Hewlett Financial CenterHewlett, NY$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend 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.
J.P. Morgan Wealth Management - Private Client Advisor - Thornwood, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Thornwood, NYThornwood, NYFull timeUsing 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 America's households and small businesses achieve their financial goals through a broad range of financial products.
Senior Advisor: Market Regulation & Regulatory Service Agreement (RSA) Financial Industry Regulatory Authority IncSenior Advisor: Market Regulation & Regulatory Service Agreement (RSA)Jersey City, NJ$158,000–$355,400 / yearBoston, MA: $158,000.00 - $355,400.00 Chicago, IL: $173,600.00 - $340,200.00 Denver, CO: $158,000.00 - $308,900.00 Jericho, NY: $158,000.00 - $370,700.00 Jersey City, NJ: $189,600.00 - $370,700.00 New York, NY: $189,600.00 - $370,700.00 Rockville, MD: $181,500.00 - $355,400.00 Tysons, VA: $181,500.00 - $355,400.00 Washington, DC: $181,500.00 - $355,400.00 Woodbridge, NJ: $173,600.00 - $370,700.00 . FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts.
Closely Held Business Advisor III - PNC Private Bank The PNC Financial Services Group IncClosely Held Business Advisor III - PNC Private BankNorth Brunswick, NJ$91,000–$202,800 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Midtown West) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Midtown West)New York, NYFull timeUsing 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 America's households and small businesses achieve their financial goals through a broad range of financial products.