Trusted Advisor Jobs in New York City, NY
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Looking for Trusted Advisor jobs in New York City, NY? Browse our curated listings with transparent salary information to find the perfect Trusted Advisor position in the New York City, NY area.
J.P. Morgan Wealth Management - Private Client Advisor - Congers, NY
Company: JPMorgan Chase
Location: Sleepy Hollow, NY
Posted Jan 23, 2025
Pharmacy Technician
Company: CVS Health
Location: Grove City, OH
Posted Jan 22, 2025
CVS Health emphasizes its commitment to human-centric health care, guided by the purpose of 'Bringing our heart to every moment of your health'. The company aims to deliver enhanced, personalized, convenient, and affordable health care solutions. Pharmacy Technicians play a crucial role in this mission, supporting pharmacy teams to ensure smooth operations, accurate prescription fulfillment, and exceptional patient service. Technicians are expected to demonstrate empathy, genuine care, and a growth mindset, contributing to a safe, inclusive, and engaging team dynamic. They must comply with all relevant laws and regulations, and complete necessary training and certification requirements.
Account Executive - Risk
Company: Thomson Reuters
Location: Salt Lake City, UT
Posted Jan 23, 2025
This role involves developing account plans for new and existing accounts, prospecting new customers, and closing full solution sales to corporate customers. The position is remote-based, covering the west region, and focuses on selling complex software solutions to large enterprises. Key responsibilities include account management, meeting sales goals, cross-functional collaboration, relationship building, and maintaining Salesforce records. The ideal candidate should have a proven track record in selling to C-level executives, a growth mindset, and a strong commitment to the company's mission. Benefits include comprehensive wellbeing programs, a globally recognized culture, learning and development opportunities, social impact initiatives, and purpose-driven work.
Merrill Financial Solutions Advisor - NY Capital/Central NY Market
Company: Bank of America
Location: Syracuse, NY
Posted Jan 22, 2025
Merrill Wealth Management, a leading global provider of wealth management and investment services, is seeking a Financial Advisor. The role involves working with high-net-worth clients, identifying their needs, developing relationships, and preparing investment recommendations. Key responsibilities include leveraging technology for business growth, profiling clients for investment strategies, and building a sustainable book of business. The successful candidate will join the Advisor Development Program, receiving training and mentorship to become a successful independent financial advisor. Merrill values diversity and offers continuous training, professional development, and opportunities for growth. Required qualifications include Series 7 & 66 licenses, relevant industry experience, and strong relationship-building skills.
Business Banking Senior Relationship Manager - Melville, NY
Company: Merrill
Location: Melville, NY
Posted Jan 22, 2025
District Support Pharmacist PT
Company: CVS Health
Location: New Bern, NC
Posted Jan 22, 2025
CVS Health emphasizes its purpose of delivering enhanced human-centric health care, guided by its Heart At Work Behaviors. The District Support Pharmacist (DSP) role is crucial in this mission, involving managing and improving patient health, supporting safe prescription practices, and ensuring positive patient experiences. DSPs travel within the district to cover pharmacist shifts, oversee pharmacy operations, and contribute to a safe, inclusive team dynamic. They are expected to maintain relevant clinical skills, support access to care, and comply with all relevant laws and regulations.
Solution Delivery Advisor - Life Sciences Compliance & Operations
Company: Deloitte
Location: Salt Lake City, UT
Posted Jan 23, 2025
Financial Solutions Advisor - Consumer Investments - Quail Springs
Company: Merrill
Location: Oklahoma City, OK
Posted Jan 23, 2025
Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. The role involves triaging client leads, making referrals, meeting with clients to review financial goals, building a financial plan, and recommending brokerage products. The ideal candidate should have Series 7 & 66 licenses, at least one year of experience in the investments industry, and strong relationship-building skills. The position offers opportunities for career growth and making a difference.