senior advisor, client partnership Jobs - 590


Edward Jones - East Patchogue,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 : 2024-12-24T01:25:29Z

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American Express - all cities,NY

**Description** **You Lead the Way. We've Got Your Back.** With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of...

Date : 2025-01-01T07:04:23Z

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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 : 2025-01-01T06:36:12Z

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BNY - New York,NY

Vice President, Client Presentation Manager 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 : 2025-01-02T16:19:24Z

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M&T Bank - Hauppauge,NY

Overview: Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a...

Date : 2025-01-01T07:02:08Z

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JPMorgan Chase - New York,NY

JPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash...

Date : 2025-01-01T07:03:55Z

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CyberCoders - Buffalo,NY

Job Title: Wealth Advisor Job Location: Hybrid in Buffalo, NY Job Salary: $95k - $140k Requirements: Active CPA license, Must have 4-7+ Years of Public Accounting Experience/Wealth Management Experience We a Top CPA Firm...

Date : 2025-01-03T14:25:13Z

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Modern Wealth Management - Rochester,NY

The primary responsibility of a Lead Advisor is client retention, reviewing/presenting client financial plans and investment recommendations with existing clients without supervision. Primary Duties:...

Date : 2025-01-03T14:24:59Z

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New York City, NY - New York,NY

THE SELECTED CANDIDATE WILL BE OFFERED A SALARY BETWEEN $155,000 - $165,000 The Administration for Children's Services (ACS) protects and promotes the safety and well-being of children and families through child welfare and juvenile justice...

Date : 2025-01-01T07:02:31Z

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Code3 - New York,NY

Code3 is an integrated marketing agency, powering business growth for digital disruptors and Fortune 500 leaders alike. Our power is at the intersection of Connections, Creative and Commerce - that's what is in our DNA. By harvesting insights and...

Date : 2025-01-01T07:01:37Z

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