Latest Financial Advisor Qualifications jobs in Brooklyn, NY

25 Financial Advisor Qualifications Jobs in Brooklyn, NY

Relationship Banker - Avenue J - Brooklyn, NY JPMorgan Chase Bank, N.A. - Brooklyn, NY * Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required 3 days ago
J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NY JPMorgan Chase Bank, N.A. - Brooklyn, NY qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client 7 days ago
Leveraged Finance Analyst Arena Investors, LP - New York, NY, United States Draft internal memorandum on investments, company reports, and investment committee materials Work with legal, financial and accounting advisors on process management and diligence Structure transactions 11 days ago
Director of High School Academics – Bronx CitySquash - New York, NY, United States communication with all college students to monitor academic, social emotional and other progress • Visit college students on campuses and liaise with advisors and coaches to provide support and guidance • Collect 14 days ago
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J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Lower Westside) JPMorgan Chase Bank, N.A. - New York, NY qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client 5 days ago
Financial Services Professional New York Life Insurance Company - New York, NY, United States by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent 17 days ago
Underwriting Director - Financial Institutions Selby Jennings - , NY, United States relationships with key clients, brokers, and industry partners will be crucial, with the Director serving as a trusted advisor in negotiations and business discussions. Qualifications: Bachelor's degree 17 days ago
J.P. Morgan Advisors - Investment Associate - New York, NY JPMorgan Chase Bank, N.A. - New York, NY strategy and builds presentations on behalf of the Financial Advisor(s) * Ad Hoc service requests as needed on behalf of the team/clients Required qualifications, capabilities, and skills: * 5 years 4 days ago
Fund Accountant & Fund Accounting Manager 3 Bridge Networks - , NY, United States advisors during audit and tax filing processes. Support investment professionals with financial analysis and reporting requirements. Maintain accurate records of fund activity and ensure compliance 19 days ago
Wealth Management Associate Siebert Financial - New York, NY, United States Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s). 5+ years of relevant working experience in the financial service industry 21 days ago

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