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.
Mid-Cap Investment Banking - Northeast Coverage - Executive Director
Company: JPMorgan Chase
Location: New York, NY
Posted Nov 08, 2024
JPMorgan Chase is seeking a seasoned Executive Director for their Mid-Cap Investment Banking team. The role involves leading strategic client dialogues, sourcing and executing M&A, Equity, and Debt transactions, and providing integrated financial solutions. The ideal candidate should have a proven track record in senior investment banking, strong communication and analytical skills, and the ability to work under pressure. The company offers a competitive total rewards package, comprehensive benefits, and a diverse and inclusive work environment.
Financial Solutions Advisor - Consumer Investments - Eastern Long Island Market
Company: Merrill
Location: Hauppauge, NY
Posted Nov 08, 2024
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 a competitive salary, incentives, and benefits, with a focus on responsible growth and a diverse, inclusive workplace.
Content Operations Associate
Company: JPMorgan Chase
Location: New York, NY
Posted Nov 08, 2024
J.P. Morgan Wealth Management is offering a Content Operations Associate position in their growing business. The role involves distributing multi-media content, partnering with cross-functional teams, and ensuring content accuracy and relevance. The ideal candidate should have 3+ years of experience in communications, marketing, or business news media, with strong project management skills, attention to detail, and a solutions-oriented mindset. Knowledge of project management software is preferred. The company offers a competitive total rewards package and values diversity and inclusion.
Teller I {Victory Blvd.} PT 30 Hours
Company: TD Bank
Location: Brooklyn, NY
Posted Nov 08, 2024
TD Securities is seeking a Teller I for a location in Staten Island, New York. The role involves delivering exceptional customer service, processing transactions, and educating customers on banking products and services. The base pay is between $23.00 - $29.50 USD, with opportunities for growth and skill development. The job requires high school diploma or equivalent, 6 months of related experience, and strong customer service skills. The role involves frequent standing, walking, and operating standard office equipment. TD Securities offers a comprehensive Total Rewards package, including health and well-being benefits, savings and retirement programs, and career development opportunities.
Financial Solutions Advisor Registration Candidate - Consumer Investments - Park Slope 5th Avenue Financial Center
Company: Bank of America
Location: New York, NY
Posted Nov 08, 2024
Bank of America is seeking passionate individuals to join their Advisor Development Program as Financial Solutions Advisors. The role involves obtaining necessary licenses, receiving comprehensive training from the Academy, and progressing through stages to become an investment specialist. The bank offers world-class training, on-boarding programs, and opportunities for career growth. Key responsibilities include acquiring, building, and managing client relationships, providing comprehensive financial advice, and collaborating with core banking and investment partners. The position is subject to SAFE Act registration requirements.
Enterprise Change Management Portfolio Manager
Company: Wells Fargo
Location: New York, NY
Posted Nov 08, 2024
Wells Fargo is seeking a Senior Lead Business Execution Consultant (Portfolio Manager) for the Enterprise Change Management Portfolio Management & Insights (ECM PMI) team. The role involves assessing, investigating, and providing transparency to the enterprise portfolio, managing change portfolio performance for the company's largest and most complex change initiatives, and partnering with business, technology, risk, and control executives to improve change delivery and business outcomes. Required qualifications include 7+ years of Business Execution, Implementation, or Strategic Planning experience, and expert written and verbal communication skills. The position offers a hybrid work schedule and is based in Charlotte, North Carolina or New York City, New York, with a base compensation range of $120,400.00 - $250,000.00 USD Annual.
Vertical Product Marketing Manager, Financial Services
Company: TikTok
Location: New York, NY
Posted Nov 08, 2024
TikTok, a leading platform for short-form mobile video, is seeking a Vertical Product Marketing Manager. The role involves owning the activation strategy and revenue for an assigned vertical, focusing on revenue and scaled activation, and being an expert on the vertical and customer needs. The individual will partner with XFN teams to drive vertical product adoption and closely collaborate with the sales team to understand user pain points. TikTok values inclusivity and diversity, aiming to inspire creativity and bring joy. The company offers competitive compensation and benefits, including medical insurance, paid time off, and a 401K match.
Mobile Mortgage Specialist, Nova Scotia
Company: TD Bank
Location: New Glasgow, Canada
Posted Nov 08, 2024
TD Canada Trust is seeking proven sales professionals to join their Mobile Mortgage Sales Force in Port Hawkesbury, Nova Scotia. The role offers a competitive commission package, comprehensive benefits, and opportunities for career growth within a thriving multi-national corporation. Candidates should have a strong sales track record, excellent interpersonal skills, and knowledge of retail banking. TD provides targeted sales training, a supportive sales management system, and essential tools for a home office.
J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NY
Company: JPMorgan Chase
Location: New York, NY
Posted Nov 08, 2024
J.P. Morgan Chase is seeking a Private Client Advisor for their Chase Wealth Management division. 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 role requires a passion for educating clients on investment technology and channels, and a commitment to goals-based planning and advice. J.P. Morgan Chase offers a competitive total rewards package, including commission-based pay, discretionary incentive compensation, and a range of benefits.
Sales Development Representative
Company: Thomson Reuters
Location: Mexico City, Mexico
Posted Nov 08, 2024
Thomson Reuters is seeking a Sales Development Representative for an expansion project in Mexico. The role involves prospecting new sales opportunities, developing pipelines, and closing deals. The ideal candidate should have 2+ years of B2B sales experience, excellent communication skills, and the ability to work in a fast-paced environment. The company offers a competitive compensation package, a flexible hybrid work model, comprehensive benefits, and opportunities for professional growth. Thomson Reuters is committed to diversity, inclusion, and creating a more transparent, just, and inclusive future.
Branch Office Administrator
Company: Edward Jones
Location: New Castle, IN
Posted Nov 08, 2024
Edward Jones is seeking a Branch Office Support Professional to join their team. The role involves being a critical member of a two or three-person team alongside a financial advisor. The primary responsibility is to get to know clients well, identify their problems, and work with the financial advisor to help clients achieve their financial goals. The company offers comprehensive training, a wide support network, and a culture of continuous improvement. Benefits include a competitive compensation package, paid time off, and a focus on individual contributions and well-being.
Associate Customer Success Executive
Company: Thomson Reuters
Location: Mexico City, Mexico
Posted Nov 08, 2024
Thomson Reuters is seeking an Associate Customer Success Executive to drive renewal, retention, and upsell opportunities for existing accounts. The role involves handling lower complexity deals, managing high-risk low-touch accounts, and generating qualified leads for cross-sell/complex upsell. The ideal candidate should have a degree-level education, preferably in accounting, law, or technology, and 2 years of experience in Customer Success, Customer Service, or SaaS implementation. Strong communication skills, both written and verbal, are essential, along with the ability to build relationships, close deals, and handle challenges. The company offers a flexible hybrid work model, comprehensive benefits, and opportunities for professional growth.