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Branch Financial Advisor jobs - New York, NY

Viewing 1 - 10 of 14 jobs

  • Branch Manager (Bilingual English Spanish) 1st 116th Street Branch

    Citi - New York, NY

    Position Summary: The Branch Manager is responsible for providing superior client experience in the branch while deliver ... partners (e.g. Commercial and Small Business, Home Lending, Financial Advisors, Citigold) into the branch team to drive...

    10 hours ago from Citi

  • Chase Private Client - Private Client Advisor - Richmond Hill South Branch - Queens

    JPMorgan Chase - Richmond Hill, NY

    Advisor As a Private Client Advisor, you will acquire and deepen relationships with clients through comprehensive ... of Investment products within our branch environment. You will work with the Branch Team to identify client needs,...

    21 hours ago from JPMorgan Chase & Co

  • Wealth Management Compliance Branch Examiner

    Morgan Stanley - New York City, NY

    will independently and effectively execute branch examinations of retail branch locations. Candidate will be ... documents maintained at the branch, interviewing financial advisors, support staff and branch management. -Test,...

    22 hours ago from Morgan Stanley

  • VP Premier Relationship Advisor PCS

    HSBC - New York City, NY

    to appropriate Mortgage staff. This position provides financial solutions (appropriate with securities registration, ... of three years proven nontraditional banking financial sales experience or equivalent. Evidence of strong client...

    22 hours ago from HSBC

  • Financial Professional - NJ, Woodbridge (3136)

    AXA - Woodbridge, NJ

    and businesses address their financial goals through financial strategies, investment services and risk ... leading financial services firms. As an AXA Advisors financial professional, you’ll be part of a recognized,...

    7 hours ago from AXA

  • Chase Private Client - Private Client Advisor - Sunnyside, NY (Queens Blvd & 46th Street)

    JPMorgan Chase - Sunnyside, NY

    Advisor As a Private Client Advisor, you will acquire and deepen relationships with clients through comprehensive ... of Investment products within our branch environment. You will work with the Branch Team to identify client needs,...

    21 hours ago from JPMorgan Chase & Co

  • Registered Client Service Associate

    Ameriprise Financial - Manhattan, NY

    Job DescriptionAssigned to the employee advisor or branch, utilize the client relationship model & turnkey tools to ... support as needed in the branch.Responsibilities-Assist advisor in servicing clients including preparing financial...

    16 hours ago from Disabled Persons

  • PCG Sr Registered Client Assoc

    Wells Fargo - Fairfield, NJ

    functions for the Financial Advisor(s) and/or Branch Manager including, but not limited to, typing ... and/or originating correspondence for the Financial Advisor, which may include marketing campaigns. May...

    5 hours ago from Wells Fargo

  • Program Support Analyst

    Morgan Stanley - Purchase, NY

    daily, weekly and quarterly procedures, including CGA Financial Advisor certification, enrolling FA’s on the PM ... with branch personnel (including FAs, CSAs, and branch management) on status and resolution, including...

    22 hours ago from Morgan Stanley

  • CCB - Relationship Banker - Long Island West - Mineola Court House

    JPMorgan Chase - Mineola, NY

    to offer thoughtful solutions to help address their financial needs. You’ll contribute to the success of the branch by: ... a day/7 days a week Partnering with Specialists (Financial Advisors, Mortgage Bankers and Business Relationship...

    21 hours ago from JPMorgan Chase & Co