Latest Financial Advisor Qualifications jobs in New York, NY

26 Financial Advisor Qualifications Jobs in New York, NY

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 3 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 17 days ago
Relationship Banker - East End - New York, NY JPMorgan Chase Bank, N.A. - New York, 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 5 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 20 days ago
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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 23 days ago
Relationship Banker - Downtown West - NY, NY JPMorgan Chase Bank, N.A. - New York, 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 4 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 23 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 27 days ago
Healthcare Services Chief Administrative Office (Commercial Banking) - Executive Director JPMorgan Chase Bank, N.A. - New York, NY to and experience with delivering complex messages to senior audiences * Expertise in PowerPoint (PitchPro+), Excel, Word, Teams * Financial services background Preferred qualifications, capabilities, and skills 3 days ago
Senior Consultant – Wealth Management Infosys Consulting - , NY, United States across North America. Ability to interact with Financial Advisors, operations, technology and practice leaders alike to understand business models, pain points, regulatory obligations and craft innovative 29 days ago

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