client service associate, retirement & private wealth - potential for hybrid work Jobs - 323


BNY Mellon - New York,NY

2025 BNY Summer Internship Program - BNY Wealth At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the...

Date : 2024-11-30T11:27:20Z

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Franklin Resources - New York,NY

O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150...

Date : 2024-11-30T08:37:22Z

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Edward Jones - Nanuet,NY

Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals:...

Date : 2024-12-08T06:01:53Z

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UBS - New York,NY

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Service Associate to: * keep management systems up-to-date with client information * educate clients on account...

Date : 2024-11-29T08:54:34Z

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Bank of America - New York,NY

Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial...

Date : 2024-12-06T07:47:28Z

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Citi - New York,NY

The Head of US Citigold/Citi Private Client Wealth Supervision manages a team of over 50 FINRA-licensed colleagues responsible for the supervisory oversight of investments sales activity and client suitability across Wealth's Citigold/Citi Private...

Date : 2024-11-29T07:09:49Z

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NBT Bank - Plattsburgh,NY

This job includes a base rate plus commissions. Total Potential Annual Earnings: $52,000 - $520,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus...

Date : 2024-11-30T19:50:06Z

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National Financial Partners - New York,NY

Who We Are Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., we combine the culture of a boutique...

Date : 2024-12-02T08:22:04Z

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CVS Health - all cities,NY

Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly...

Date : 2024-12-08T02:27:40Z

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Edward Jones - Potsdam,NY

Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals:...

Date : 2024-11-30T19:13:10Z

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