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Registered client associate Jobs in New Hyde Park, NY

255 Jobs

  • 3.7
    Client Associate
    Brooklyn, NY
    4d
    In addition to any of the ClientAssociate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered). Shift: 1st shift (United…
  • 4.1
    Financial Advisor
    Hempstead, NY
    Top Company
    16d
    professional lives. Committed to Our Clients and to You. You can make a difference by helping clients achieve their financial goals.… Driven leaders who are committed to making a difference in our clients' lives and their communities. Your Practice. As a Financial…
  • 3.2
    Junior Financial Advisor
    Greenwich, CT
    Easy Apply
    12d
    Conduct client segmentation analysis. Understand where revenue is coming from and analyze how to allocate time among clients Become… prospects & current clients Utilize analytics software for specialized projects for prospects & current clients Assist in the…
  • 3.7
    Registered Client Associate
    New York, NY
    $42k-$60k   (Glassdoor Est.)
    15d
    In addition to any of the ClientAssociate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered). Shift: 1st shift (United…
  • 3.4
    Insurance/Financial Advisor
    New York, NY
    10d
    offer advice and complete sales. Build client loyalty by providing an exceptional client experience through delivering trusted… resulting in earned referrals from your clients and friends. Network regularly with existing clients and referrals in order to build…
  • 4.2
    Financial Advisor
    New York, NY
    Easy Apply
    13d
    to help you acquire clients and build your brand - access to a broad range of products to meet client needs - tools to manage… maintaining long-term relationships with clients. Providing financial solutions for clients through fact gathering and needs analyses…
  • 3.7
    Merrill Edge Financial Solutions Advisor Development Program
    Mineola, NY
    12d
    drive to make our clients financial lives better. If you are an individual who is passionate about helping clients reach their financial… advisor from acquiring, building and managing client relationships to considering a clients complex financial picture and guiding them…
  • 3.4
    Financial Advisor- Nassau Educators Federal Credit Union
    Bethpage, NY
    2d
    union. Effectively deliver multiple services and expertise to clients by providing professional fee based advice, financial planning… and other available investment tools and resources to provide clients an exceptional member experience on a consistent basis. Meet…
  • 3.7
    Merrill Edge Financial Solutions Advisor Development Program - Farmingdale - Rte 110 Financial Center - Farmingdale
    Farmingdale, NY
    4d
    and a drive to make our clients financial lives better. If you are passionate about helping clients reach their financial goals… advisor from acquiring, building and managing client relationships to considering a clients complex financial picture and guiding them…
  • 3.7
    Registered Client Associate - Spanish Speaking
    New York, NY
    $43k-$63k   (Glassdoor Est.)
    16d
    In addition to any of the ClientAssociate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered). Shift: 1st shift (United…
  • 3.7
    Merrill Lynch Financial Advisor Development Program - IN-PERSON CAREER EVENT IN Melville - Wednesday, 12/4/2019 6:00pm 8:00pm
    Jericho, NY
    12d
    prospective clients • Recommending investment products and services that are suitable for prospects and clients based on their… for establishing a robust wealth management businessacquiring clients, developing relationships, providing tailored strategies and…
  • 3.7
    Merrill Lynch Financial Advisor Business Development Program
    Bayside, NY
    3d
    required performance hurdles •Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring… investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile…
  • 3.7
    Merrill Edge Financial Solutions Advisor Development Program - Long Island City - Jackson Ave Financial Center
    Long Island City, NY
    12d
    and a drive to make our clients financial lives better. If you are passionate about helping clients reach their financial goals… advisor from acquiring, building and managing client relationships to considering a clients complex financial picture and guiding them…
  • 3.7
    Merrill Edge Financial Solutions Advisor Development Program - (Lincoln Center Financial Center) NY, NY
    New York, NY
    19d
    drive to make our clients financial lives better. If you are an individual who is passionate about helping clients reach their financial… advisor from acquiring, building and managing client relationships to considering a clients complex financial picture and guiding them…
  • 3.7
    Merrill Edge Financial Solutions Advisor Development Program- Port Chester Financial Center- Port Chester, NY. (Spanish and English Fluency Required)
    Port Chester, NY
    19d
    strategies to help clients achieve their goals. • Get smart on core banking and investment solutions. Connect clients to all of the… beyond portfolios and investment strategies, youll consider a clients entire, complex financial picture, and then guide them with…
  • 3.7
    Merrill Lynch Financial Advisor Development Program
    Bayside, NY
    10d
    prospective clients • Recommending investment products and services that are suitable for prospects and clients based on their… for establishing a robust wealth management businessacquiring clients, developing relationships, providing tailored strategies and…
  • 3.6
    Client Associate
    Weehawken, NJ
    5d
    Job Description Job Description: A ClientAssociate services clients and provides operational and administrative support to… channels to enhance relationships with clients Maintain management systems with up to date client information Organize logistics for…
  • 3.7
    Merrill Edge Financial Solutions Advisor Development Program- Gateway Financial Center
    Brooklyn, NY
    17d
    drive to make our clients financial lives better. If you are an individual who is passionate about helping clients reach their financial… advisor from acquiring, building and managing client relationships to considering a clients complex financial picture and guiding them…
  • 3.1
    Client Associate
    Weehawken, NJ
    5d
    Job Description: A ClientAssociate services clients and provides operational and administrative support to Financial Advisors… channels to enhance relationships with clients Maintain management systems with up to date client information Organize logistics…
  • 3.7
    Merrill Edge Financial Solutions Advisor Development Program - 550 Seventh Ave Financial Center
    New York, NY
    22d
    drive to make our clients financial lives better. If you are an individual who is passionate about helping clients reach their financial… possible care and guidance for our clients financial lives. We serve the needs of over 65 Million clients across the country through a…
  • 3.7
    Merrill Edge Financial Solutions Advisor Development Program - Oradell Financial Center - Oradell
    Oradell, NJ
    16d
    drive to make our clients financial lives better. If you are an individual who is passionate about helping clients reach their financial… possible care and guidance for our clients financial lives. We serve the needs of over 65 Million clients across the country through a…
  • 4.2
    Client Associate
    Weehawken, NJ
    25d
    Description: Mutual Fund Client Service Associate - WeehawkenRole Purpose:A ClientAssociate services clients and provides operational… channels to enhance relationships with clients* Maintain management systems with up to date client information* Organize logistics for…
  • 3.4
    Associate Director, Process Transformation Architect
    Jersey City, NJ
    26d
    . DTCC’s Global Trade Repository service, through locally registered, licensed, or approved trade repositories, processes over… innovative solutions to our clients. Business Unit: Clearing Agency Services & GOCSThe Global Operations, Client Services & Administration…
  • 3.3
    Financial Advisor
    Long Island City, NY
    12d
  • 2.8
    Client Associate
    Weehawken, NJ
    25d
    Job Description 29026-1 Job Title: ClientAssociate Location: Weehawken, NJ USA Pay Rate: $18-21/hr Contract Length… Answer inbound calls from our internal and external clients. Assist external clients with the Firm's website registration or navigation…
  • 3.8
    Registered Associate
    Garden City, NY
    Top Company
    3d
    POSITION SUMMARY: The RegisteredAssociate enhances the client experience by providing exceptional client service, supporting Branch… safeguarding client assets, and serving as administrative and operational support to Financial Advisors. The RegisteredAssociate is responsible…
  • Financial Advisor
    Uniondale, NY
    11d
    Responsibilities: Advise clients on investment strategies and other financial decisions Assess clients' assets, liabilities and… communicate portfolio performances to clients Network and build relationships with new and existing client base ​Qualifications:…
  • 3.6
    Financial Advisor
    Long Island City, NY
    4d
    Investment as its broker-dealer/registered investment advisor, a majority family-owned firm representing clients with over $38 billion in… Company Description As a full-service broker-dealer and registered investment advisor, Lincoln Investment knows that there are…
  • 4.1
    Client Associate
    Weehawken, NJ
    24d
    RESPONSIBILITIES: Kforce has a client seeking a ClientAssociate in Weehawken, New Jersey (NJ) to service clients and provide operational… channels to enhance relationships with clients Maintain management systems with up to date client information Organize logistics…
  • 3.4
    Client Associate
    New York, NY
    5d
    support to the Client Advisor team in servicing and delivering on the needs of high net worth clients. As a ClientAssociate, you will… freedom for each and every client. Job Summary: The primary responsibility of a ClientAssociate is to provide excellent follow-through…
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