Financial Solution Advisor jobs in Brooklyn, NY

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PRIVATE CLIENT FINANCIAL ADVISOR

Identify client objectives and goals; then monitor progress throughout the financial lifecycle. Broaden and deepen affluent client relationships in investment, deposit, and lending. Become a trusted advisor who earns referrals fro...

CompanyCitizens
AddressNew York, NY
CategoryAccounting/Finance
Job typePermanent
Date Posted just now See detail

Private Client Financial Advisor New

Citizens

New York, NY

Identify client objectives and goals; then monitor progress throughout the financial lifecycle. Broaden and deepen affluent client relationships in investment, deposit, and lending. Become a trusted advisor who earns referrals fro...

Private Client Financial Advisor New

Citizens

New York, NY

Identify client objectives and goals; then monitor progress throughout the financial lifecycle. Broaden and deepen affluent client relationships in investment, deposit, and lending. Become a trusted advisor who earns referrals fro...

Client Quant Developer, Specialist Sales - Bloomberg Financial Solutions

Bloomberg

New York, NY

Partner with our account management team to build tactical Excel and Python solutions to increase revenue opportunities for the company. Liaise between the client, product development teams, R&D to push internally for enhancements...

Regulatory Data Sales Specialist, Specialist Sales - Bloomberg Financial Solutions

Bloomberg

New York, NY

Utilize your strong product knowledge, technical skills, and market knowledge to generate revenue for Bloomberg Regulatory Data solutions. Manage an enterprise sales engagements with multiple stakeholders, and long term requiremen...

Portfolio Implementation Specialist, Enterprise Services - Bloomberg Financial Solutions

Bloomberg

New York, NY

5+ years of experience working in Buy Side financial institutions or alternatively, experience in financial engineering/structuring. Understanding of workflows used by portfolio managers, risk and attribution specialists. Excellen...

Data Management Sales, Enterprise Data Sales - Bloomberg Financial Solutions

Bloomberg

New York, NY

Drive annual sales and revenue targets for a defined territory. Be able to work in a collaborative selling environment while maximizing the resources available to help you sell. Build and execute on sales strategies while collabor...

Senior Director, Lead AML Advisor - Retail Bank & Financial Services

Capital One

New York, NY

Provide risk management consultation to Retail Bank and Financial Services and its Executives on conducting risk assessments, identifying and mitigating risk, developing mitigation plans, business initiatives, and other risk manag...

Buyside OMS (AIM) Account Manager, Enterprise Sales - Bloomberg Financial Solutions

Bloomberg

New York, NY

3+ years of buyside stakeholder experience. Strong understanding of financial markets including Equities, Fixed Income and derivatives. A competent grasp of the buy-side workflow structure. Proven track record of outstanding custo...

Financial Advisor - New Windsor, NY - Market 13, Region 331

Edward Jones

New York, NY

Paid training - Get registered and licensed and learn how to be a Financial Advisor with the industry's top training program1. Salary for the first four years as you begin to build your practice2. A firm-provided branch office in...

Private Client Financial Advisor - Borough Park - Brooklyn, NY

Pix11

New York, NY

Identify client objectives and goals; then monitor progress throughout the financial lifecycle. Broaden and deepen affluent client relationships in investment, deposit, and lending. Become a trusted advisor who earns referrals fro...

Partner Solutions Director, Financial Institutions

Pix11

New York, NY

Serve as the dedicated point of contact for MoneyLion across partner organizations with a focus on expansion and revenue growth. Lead partner initiatives including onboarding and launch plans, program design, performance analysis...

Private Client Financial Advisor - Borough Park - Brooklyn, NY

Citizens

New York, NY

Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability.Private Client Financial Advisors work with a variety of business partners and referral sourc...

Financial Advisor

Empower

New York, NY

Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account. Discuss available account options, such as 401K and IRAs, to align t...

Senior Financial Analyst - Buy Side Enterprise Solutions - Finance & Administration

Bloomberg

New York, NY

Support the financial reporting, analysis, and planning process for the AIM and PORT businesses and manage FP&A requirements in adherence to corporate requirements and processes. Create and develop detailed financial models and an...

Financial Advisor NYC (Sales Focused - Training Provided)

Northwestern Mutual

New York, NY

$78,000 - $168,000 a year

401(k). Dental insurance. Flexible schedule. Health insurance. Life insurance. Professional development assistance. Referral program. Vision insurance. Choose your own hours. Monday to Friday. Bonus opportunities. Bachelor's (Requ...

Advisor Compensation Financial Analysis - Vice President

Jpmorgan Chase & Co.

New York, NY

JobID: 210499556Category: Financial AnalysisJobSchedule: Full timePosted Date: 2024-04-12T14:41:49+00:00JobShift:Base Pay/Salary: New York,NY $123,500.00-$190,000.00Do you enjoy teamwork and collaboration and have a demonstrated p...

Private Client Financial Advisor

Citizens

New York, NY

Our Private Client Financial Advisors are adept at growing existing relationships, using partnership referrals, and conducting new business development. Through strong relationships with branch colleagues - within a given territor...

Private Client Financial Advisor

Citizens

New York, NY

Our Private Client Financial Advisors are adept at growing existing relationships, using partnership referrals, and conducting new business development. Through strong relationships with branch colleagues - within a given territor...

Bilingual Financial Advisor (Spanish/Latino)

York Life

New York, NY

$60,000 - $115,000 a year

A++ Superior (A.M. Best). AA+ Very Strong (Standard & Poors). Human Rights Campaign: 2022 Corporate Equality Index. Forbes 2022: Americas Best Employers for Diversity. Latino Leaders 2022 Best Companies for Latinos to Work For....

Experienced Financial Advisor

Fifth Avenue Financial

New York, NY

$38,000 - $150,000 a year

Build a portfolio of customers and offer financial advice tailored to their specific needs and objectives Analyze customer financial situations and provide tailored financial services and insurance products Develop customized fina...

Northwestern Mutual | Financial Advisor Development Program

Northwestern Mutual

New York, NY

$82,000 - $113,000 a year

Flexibility - Have the ability to set your schedule and achieve work/life balance. Growth/Development - There are various paths within this career and we are devoted to helping each person grow personally, professionally, and fina...

Senior Financial Advisor

Prudential Advisors - Nyc/Nj

New York, NY

Medical, Dental, and Vision benefits Turnkey marketing materials that quickly enable you to reach your market A robust leads program (at no additional cost to you) Practice building programs Recruiting support to help you find tal...

Financial Advisor - New Windsor, NY - Market 13, Region 331

Edward Jones Careers

New York, NY

Paid training - Get registered and licensed and learn how to be a Financial Advisor with the industry's top training program1. Salary for the first four years as you begin to build your practice2. A firm-provided branch office in...

Financial Advisor Trainee - PCG - Garden City, NY

Raymond James Financial, Inc

New York, NY

Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards. Skill in: Operating client relatio...

Financial Advisor Trainee - PCG - Garden City, NY

Cantella & Co.

New York, NY

Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards. Skill in: Operating client relatio...

Residential Sales Representative - Solutions Advisor

Adt Security Services

New York, NY

Get satisfaction from helping people? Have a knack for problem solving? Enjoy finding solutions to make people's lives easier? Want to help protect what they value most, their loved ones, pets and prized possessions? Have a curios...

Financial Advisor - New York

Lenox Advisors

New York, NY

$60,000 - $100,000 a year

The Lenox brand represents a caring, creative, and passionate family of professionals. Its important that your values align to ours trust, teamwork and accountability. Make an impact on peoples lives, and the communities you c...

Financial Advisor - Midtown, NYC #1 Team

Northwestern Mutual

New York, NY

$78,000 - $168,000 a year

Bachelors Degree from a Four - Year Institution. Prior sales and/or business experience preferred. Possess a history of personal and professional success. Ability to commute to the NYC Metro Area and ability to work onsite in our...

Senior Financial Advisor, New York

Savvy Wealth

New York, NY

Develop new client relationships and support Business Development efforts. Gather client data, both quantitative and qualitative, and work with clients in understanding and defining their financial planning and investment needs an...

Senior Financial Advisor

Avior Executive Search

New York, NY

$200,000 a year

Must have an established portfolio of 100M AUM and above Provide financial planning advice and guidance Manage client portfolios Execute trades and transactions Stay up-to-date on market trends and regulations. Bachelor's degree i...