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Branch Financial Advisor jobs - New York, NY

Viewing 1 - 6 of 7 jobs

  • Conformance Tester

    Huxley Banking & Financial Services - New York, NY

    Risk of a US based wealth management business/investment advisor. Subject matter expert in banking regulations ... govern US broker dealers and investment advisors, including branch level supervision of client accounts, investment...

    3 days ago from Huxley Banking & Financial Services

  • Accounting Assistant

    Aptask - New York, NY

    be required to communicate on a professional level with Financial Advisors, and branch personnel on questions related to client accounts. The employee will have to be well versed and will have to handle a wide range of complex tax...

    30+ days ago from ApTask

  • Wealth Strategy Associate

    UBS - New York, NY

    by the Financial Advisor. You have knowledge of the financial markets and the analysis and reporting of ... and work well with a team. You report directly to the Branch Administrative Manager or Branch Operations...

    10 days ago from UBS

  • Sales and Marketing Associate

    Infinity Consulting Solutions - New York, NY

    form of branch visits and presentations, outbound calls to Financial Advisors and answering incoming inquiries. This ... relationships Building relationships with new platforms and financial advisors Job Qualifications Bachelor's degree...

    30+ days ago from Infinity Consulting Solutions

  • SENIOR GRANTS ADMINISTRATOR (3 days per week)MIDTOWN

    Larry Wayne Associates - New York, NY

    and Development, seeks an experienced Senior Grants Advisor. The Senior Grants Advisor administers and oversees ... and process receipts and invoices. The Senior Grants Advisor monitors and reports on financial and programmatic...

    30+ days ago from idealist.org

  • Sr. Solutions Architect - Perm

    Atlantic Partners - New York, NY

    Financial Industry in areas such as Dealer (dealer, branch, advisor, RIA etc...) Must be able to communicate effectively and confidently with users, team members and management. Must be flexible and willing to undertake a wide variety of...

    30+ days ago from Atlantic Partners Corporation

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