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 - Manhattan, NY (Midtown West)
Company: JPMorgan Chase
Location: New York, NY
Posted Jan 21, 2025
J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management. The role involves offering comprehensive financial planning and advice to individuals and families, with a focus on relationship management rather than portfolio management. The ideal candidate should have at least 2 years of Financial Advisor experience, demonstrated success in client acquisition, and a valid Series 7 and Series 66 (63/65) license. Preferred qualifications include CFP® certification and a Bachelor's degree. The company offers a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. J.P. Morgan Chase values diversity and inclusion, and is an equal opportunity employer.
Financial Solutions Advisor Registration Candidate - Consumer Investments - 150 Broadway Financial Center
Company: Bank of America
Location: New York, NY
Posted Jan 21, 2025
Bank of America is a company that aims to make financial lives better through connections. They offer a great place to work, opportunities for career growth, and a commitment to diversity and inclusion. The Financial Solutions Advisor Stage I role involves providing comprehensive advice and customized solutions to clients, conducting client reviews, and engaging with customers.
Payments - Liquidity & Account Solutions Product Lead - Vice President
Company: JPMorgan Chase
Location: Mexico City, Mexico
Posted Jan 21, 2025
Pharmacy Technician
Company: CVS Health
Location: Queens, NY
Posted Jan 21, 2025
CVS Health emphasizes its commitment to human-centric health care, guided by a single purpose: '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.
Equity Research Associate - Healthcare Technology and Distribution
Company: TD Bank
Location: New York, NY
Posted Jan 21, 2025
Financial Solutions Advisor Registration Candidate - Consumer Investments - Holbrook-Union Avenue Financial Center
Company: Bank of America
Location: Long Island, NY
Posted Jan 21, 2025
Senior Associate of Founder Scouting
Company: Redesign Health
Location: New York, NY
Posted Jan 21, 2025
Redesign Health, a company that transforms ideas into outcomes, is seeking a Senior Associate of Founder Scouting in India. With over 70 healthcare companies built, they aim to create, launch, and scale cutting-edge healthcare technology companies. The role involves scouting founders, leading outreach efforts, and collaborating with team members to develop new scouting approaches. The ideal candidate should have a Bachelor's degree, 8+ years of experience in high-growth environments, excellent organizational and communication skills, and proficiency in English.
Financial Solutions Advisor - Consumer Investments - Quail Springs
Company: Bank of America
Location: Oklahoma City, OK
Posted Jan 21, 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.
Client Service Associate**
Company: Morgan Stanley
Location: Oneonta, NY
Posted Jan 21, 2025
The role of Client Service Associate at Morgan Stanley involves providing exceptional service to clients and supporting Financial Advisors (FAs) or Private Wealth Advisors (PWAs). Duties include client relationship management, executing transactions, answering account-related queries, educating clients on digital tools, and administrative support. The ideal candidate should have strong interpersonal skills, be detail-oriented, and possess advanced Microsoft Office skills. A high school diploma is required, with a college degree preferred and industry experience as a plus. The role offers a base pay range of $33,280 to $85,000 per year, with potential for additional compensation. Morgan Stanley is committed to diversifying its workforce and providing equal employment opportunities.
Pharmacy Technician
Company: CVS Health
Location: League City, TX
Posted Jan 21, 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.
Audience Growth Analyst
Company: Sotheby's
Location: New York, NY
Posted Jan 21, 2025
Sotheby's, a renowned art and luxury brand established in 1744, is seeking a Junior SEO Audience Growth Associate. The role involves optimizing SEO strategies, creating SEO-focused content, and analyzing performance data to attract and engage qualified buyers and sellers in luxury categories. Responsibilities include keyword tracking, maintaining SEO performance dashboards, implementing SEO strategies, collaborating with content marketing teams, and staying updated on SEO trends. The ideal candidate should have 1-2 years of experience in copywriting or SEO, a passion for the luxury industry, data-driven skills, strong communication, and organizational abilities. A Bachelor's degree in Marketing, Communications, Business, or a related field is preferred, along with experience with SEO tools and AI-driven content tools.