NewBrand Standards, Guest Experience & Food Safety Advisor Ecolab Inc.Brand Standards, Guest Experience & Food Safety AdvisorNew Rochelle, NY$58,400–$87,600 / yearBuilding on a century of innovation, our 48,000 associates help deliver comprehensive science-based solutions, data-driven insights and world-class service to advance food safety, maintain clean and safe environments, and optimize water and energy use, and improve operational efficiencies and sustainability for customers in the food, healthcare, life sciences, hospitality and industrial markets in more than 170 countries around the world. Adhere to HIPAA guidelines (where applicable) while completing operational visits within hotels, restaurants, convenience stores, the education sector, healthcare and senior living facilities by interacting with staff and residents .
NewFinancial Advisor New York Life - UniondaleFinancial AdvisorUniondale, NYDetermine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
NewWealth Advisor - PNC Wealth Management PNC Financial Services GroupWealth Advisor - PNC Wealth ManagementFort Lee, NJ$75,000–$125,000 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Preferred Skills Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management Competencies Coaching Others, Customer Experience Management.,
Sales Representative/Business Consultant - Stamford, CT System OneSales Representative/Business Consultant - Stamford, CTStamford, CTThis is a high-impact, field-based opportunity for someone who thrives in a fast-paced, quota-driven environment and wants to make a meaningful difference in the way businesses operate and grow. In this role, you will work closely with small and mid-sized businesses (SMBs), introducing them to Clover, an award-winning point-of-sale and business management platform.
NewSales Representative/Business Consultant - Long Island, NY System OneSales Representative/Business Consultant - Long Island, NYHempstead, NY$39,600–$92,400 / yearThis is a high-impact, field-based opportunity for someone who thrives in a fast-paced, quota-driven environment and wants to make a meaningful difference in the way businesses operate and grow. In this role, you will work closely with small and mid-sized businesses (SMBs), introducing them to Clover, an award-winning point-of-sale and business management platform.
Global HR Business Partner - GTM Page GroupGlobal HR Business Partner - GTMNew York, NY$140,000–$150,000 / yearFull timeThis is a hands-on Human Resources Business Partner role supporting global revenue teams, focused on performance management, employee relations, and leadership coaching. You'll work closely with managers to solve complex people challenges, improve team effectiveness, and use data-driven insights to guide decision-making.
NewBusiness Advisor, Small Business Development Center The Research Foundation of the City University of New YorkBusiness Advisor, Small Business Development CenterNew York, NY$55,000–$64,298 / yearThese functions include legal assessment and signing of agreements where RFCUNY is named as a fiscal agent; setting up award accounts; preparing sub-awards and assisting PIs in monitoring the work of the recipients of sub-awards; supporting project directors with hiring and managing research project and sponsored program staff; supporting the purchasing and paying for goods and services with grant and program funds; managing financial aspects of projects including accounts receivable, financial reporting, invoicing, budget monitoring, and cost compliance with uniform guidance; ensuring that sponsor financial requirements are met; monitoring compliance with applicable project and financial management rules and laws; supporting the management of independent and external audits and financial reviews; and providing data, information, management expertise, and other supports to CUNY's research and sponsored programs. Supported by the U.S. Small Business Administration (SBA), the State University of New York (SUNY), andLaGuardia Community College, the Center helps entrepreneurs start, operate, and grow their businesses through no-cost one-on-one advising, specialized workshops, and outreach initiatives.
Sr Dir HR Business Partner Optimum Communications IncSr Dir HR Business PartnerLong Island City, NY$161,186–$230,265 / yearThe primary HR partner to senior business leaders within respective client groups, this role collaborates with business leaders, HR COEs, and other cross-functional partners to execute an employee experience and talent strategy that enables achievement of business outcomes and future growth. Drive key people initiatives within assigned client group, including: staffing/workforce planning, compensation strategies, talent reviews, succession planning, training and development, rewards & recognition, recruitment and retention, and organizational effectiveness.
NewBusiness Advisor Support Intern (Mandarin Chinese Speaker) Asian Americans For EqualityBusiness Advisor Support Intern (Mandarin Chinese Speaker)Flushing, NYRenaissance Economic Development Corporation (REDC), a nonprofit Community Development Financial Institution (CDFI), is seeking a motivated and detail-oriented Business Advisor Support Intern to assist our Business Advisor team in serving small businesses throughout NYC. Renaissance's mission is to transform low-to-moderate income (LMI) communities and under-resourced entrepreneurs in our target markets by providing affordable small business loans, training, and counseling services.
NewBusiness Advisor Support Intern (Spanish Speaker) Asian Americans For EqualityBusiness Advisor Support Intern (Spanish Speaker)Jackson Heights, NYRenaissance Economic Development Corporation (REDC), a nonprofit Community Development Financial Institution (CDFI), is seeking a motivated and detail-oriented Business Advisor Support Intern to assist our Business Advisor team in serving small businesses throughout NYC. Renaissance's mission is to transform low-to-moderate income (LMI) communities and under-resourced entrepreneurs in our target markets by providing affordable small business loans, training, and counseling services.
Human Resources Business Advisor - Associate Deutsche Bank AGHuman Resources Business Advisor - AssociateNew York, NY$65,000–$105,500 / yearPrevious relevant HR experience in business advisory, generalist, or specialist roles Excellent verbal and written communication skills across all organizational levels Strong organizational skills with the ability to prioritize and manage multiple tasks High level of initiative, proactivity, and ability to anticipate needs Advanced proficiency in Microsoft Office, with a heavy focus on Excel, including pivot tables, VLOOKUP, data modeling, and analysis of large datasets, while utilizing AI-powered platforms, such as Microsoft Co-Pilot. Provide advisory support to business leaders on a broad range of people-related topics, including compensation, performance management, policy interpretation, alternative hybrid work arrangements, internal and international mobility, including immigration requirements related to visas, work permits, green cards for new and existing staff.
Human Resources Business Advisor, Executive Director JPMorgan Chase Bank, N.A.Human Resources Business Advisor, Executive DirectorNew York, NYFull timeAs a Human Resources Business Advisor in our dynamic Human Resources team, you will help deliver the end-to-end Talent Strategy by starting with business problems, curating the right solutions from product offerings, directly informing segmented product strategy and developing a uniform approach to talent processes. Join our dynamic Human Resources Team as a Human Resources Business Advisor (HRBA) Executive Director, where you will play a crucial role in creating, driving and executing strategic HR priorities and supporting clients within the CDAO (Data, Analytics, and AI) organization for the Commercial & Investment Bank.
Business Advisor (Korean Speaker) Asian Americans for EqualityBusiness Advisor (Korean Speaker)New York, New YorkRemoteReporting to their Senior Business Advisor/Team Leader,the Business Advisor (Korean Speaker) is responsible for building relationships with small businesses and referral-base partnerships, generating a strong pipeline of loan applicants, pre-screening loan applications for eligibility, loan packaging for submission, providing one-on-one business coaching to small business, and monitoring the performance of their portfolio of small business loans after they close. Renaissance’s mission is to transform low-to-moderate income (LMI) communities and under-resourced entrepreneurs in our target markets by providing affordable small business loans, training, and counseling services.
Sr. Merchant Business Advisor KeyCorpSr. Merchant Business AdvisorNY$57,000–$87,000 / yearWith a focus on growing client relationships with payment and card processing needs, the Business Advisor assists as part of the Core Business Banking client''s trusted advisor team for solutions in order to develop, manage and retain profitable client relationships for clients with basic to moderately complex merchant needs. Acquires new merchant services relationships through prospecting external sources within the Core Business Banker''s assigned territory, as well as through referrals from client focused teams including but not limited to Retail banking, Business Banking, Private Banking and Treasury.
Business Advisor (Mandarin Chinese Speaker) Asian Americans for EqualityBusiness Advisor (Mandarin Chinese Speaker)Flushing, New YorkRenaissance’s mission is to transform low-to-moderate income (LMI) communities and under-resourced entrepreneurs in our target markets by providing affordable small business loans, training, and counseling services. Reporting to the Senior Business Advisor/Team Leader, you will build trusted relationships with small business clients, package loan applications, and provide hands-on business coaching.
Executive Director, Senior Human Resources Business Advisor (Enterprise Technology) JPMorgan Chase Bank, N.A.Executive Director, Senior Human Resources Business Advisor (Enterprise Technology)New York, NYFull timeStrategic leader- work with senior leadership teams to create the workforce of the future by understanding the business deeply and leveraging our HR products to drive business outcomes; support the design and implementation of HR Products and deliver the end-to-end talent strategy for the function; including AI and digitally enabled HR. Trusted advisor - demonstrate consulting agility and act trusted advisor to senior stakeholders and employees on issues of all kinds, including how to drive transformation, redesigning work, automation, and digital strategies; coach senior leaders and get involved in complex people matters.
Business Development Advisor - New Business (Alternate Schedule) Latham & Watkins LLPBusiness Development Advisor - New Business (Alternate Schedule)NY$120,000–$155,000 / yearThis role will be responsible for working closely with Business Development teams and partners to develop and deliver high-quality proposal documents, establishing project timelines and protocols, developing win themes and client messaging, creating compelling written and visual content, preparing the response team for in-person client presentations, coordinating input from other subject matter expert BD colleagues, liaising with internal resources, and ensuring a high quality of client service, while drafting, editing, and finalizing external-facing business development materials such as credentials statements, pitch documents, and responses to RFPs. And have: A high school diploma or an equivalent, preferably a bachelors degree or an equivalent, A minimum of six (6) years of relevant experience managing and leading strategic initiatives with a focus on developing and managing credentials, proposals, tenders, or other written sales tools, as well as developing successful BD strategies and winning proposals.
Business Development Advisor - New Business (Finance) Latham & Watkins LLPBusiness Development Advisor - New Business (Finance)NY$120,000–$155,000 / yearThis role will be responsible for working closely with Business Development teams and partners to develop and deliver high-quality proposal documents, establishing project timelines and protocols, developing win themes and client messaging, creating compelling written and visual content, preparing the response team for in-person client presentations, coordinating input from other subject matter expert BD colleagues, liaising with internal resources, and ensuring a high quality of client service, while drafting, editing, and finalizing external-facing business development materials such as credentials statements, pitch documents, and responses to RFPs. And have: A high school diploma or an equivalent, preferably a bachelor's degree or an equivalent, A minimum of six (6) years of relevant experience managing and leading strategic initiatives with a focus on developing and managing credentials, proposals, tenders, or other written sales tools, as well as developing successful BD strategies and winning proposals.
Business Development Advisor - New Business (Corporate) Latham & Watkins LLPBusiness Development Advisor - New Business (Corporate)NY$120,000–$155,000 / yearThis role will be responsible for working closely with Business Development teams and partners to develop and deliver high-quality proposal documents, establishing project timelines and protocols, developing win themes and client messaging, creating compelling written and visual content, preparing the response team for in-person client presentations, coordinating input from other subject matter expert BD colleagues, liaising with internal resources, and ensuring a high quality of client service, while drafting, editing, and finalizing external-facing business development materials such as credentials statements, pitch documents, and responses to RFPs. We'd love to hear from you if you: Have familiarity with capital markets transactions (IPOs, debt and equity offerings, SEC-registered and Rule 144A placements), M&A, and other transactional work, including the ability to articulate deal structures, key terms, and market positioning in pitch materials, and to source and present deal credential data from providers such as Refinitiv, Bloomberg, or Dealogic.
Business Development Advisor – New Business (Corporate) Latham & Watkins LLPBusiness Development Advisor – New Business (Corporate)New York, New York$120,000–$155,000 / yearFull timeThis role will be responsible for working closely with Business Development teams and partners to develop and deliver high-quality proposal documents, establishing project timelines and protocols, developing win themes and client messaging, creating compelling written and visual content, preparing the response team for in-person client presentations, coordinating input from other subject matter expert BD colleagues, liaising with internal resources, and ensuring a high quality of client service, while drafting, editing, and finalizing external-facing business development materials such as credentials statements, pitch documents, and responses to RFPs. Have familiarity with capital markets transactions (IPOs, debt and equity offerings, SEC-registered and Rule 144A placements), M&A, and other transactional work, including the ability to articulate deal structures, key terms, and market positioning in pitch materials, and to source and present deal credential data from providers such as Refinitiv, Bloomberg, or Dealogic.
Business Development Advisor – New Business (Finance) Latham & Watkins LLPBusiness Development Advisor – New Business (Finance)New York, New York$120,000–$155,000 / yearFull timeThis role will be responsible for working closely with Business Development teams and partners to develop and deliver high-quality proposal documents, establishing project timelines and protocols, developing win themes and client messaging, creating compelling written and visual content, preparing the response team for in-person client presentations, coordinating input from other subject matter expert BD colleagues, liaising with internal resources, and ensuring a high quality of client service, while drafting, editing, and finalizing external-facing business development materials such as credentials statements, pitch documents, and responses to RFPs. Have familiarity with structured finance, project finance, leveraged finance, and capital markets transactions, including the ability to articulate deal structures and key terms in pitch materials, track market trends, and source and present deal credential data from providers such as Refinitiv, Bloomberg, or Dealogic.
Business Development Advisor – New Business (Alternate Schedule) Latham & Watkins LLPBusiness Development Advisor – New Business (Alternate Schedule)New York, New York$120,000–$155,000 / yearFull timeThis role will be responsible for working closely with Business Development teams and partners to develop and deliver high-quality proposal documents, establishing project timelines and protocols, developing win themes and client messaging, creating compelling written and visual content, preparing the response team for in-person client presentations, coordinating input from other subject matter expert BD colleagues, liaising with internal resources, and ensuring a high quality of client service, while drafting, editing, and finalizing external-facing business development materials such as credentials statements, pitch documents, and responses to RFPs. A minimum of six (6) years of relevant experience managing and leading strategic initiatives with a focus on developing and managing credentials, proposals, tenders, or other written sales tools, as well as developing successful BD strategies and winning proposals .
HCM, Sales Consultant / Business Solutions Advisor Insperity IncHCM, Sales Consultant / Business Solutions AdvisorNew York, NY$71,280–$83,060 / yearWorks closely with assigned Business Performance Advisors office(s) to build and maintain a pipeline that will meet or exceed monthly, quarterly, and yearly sales goals and objectives. Ability to work within a multi-disciplinary team of sales, technology, professional services, legal, and finance to close a sale that meets both the financial needs of the customer and the company.
Academic Advisor - School of Business - Farmingdale State College Farmingdale State CollegeAcademic Advisor - School of Business - Farmingdale State CollegeFarmingdale, NYWhile this position will primarily advise students in the four core Business programs (Business Management, Business Analytics, Global Business Management, and Artificial Intelligence Management), the advisor will also assist students in additional School of Business degree programs as needed, including Applied Economics, Sport Management, and. Location: Farmingdale, NY Category: Professional Job Type: Full-time Posted On: Tue Jun 2 2026 Job Description: The School of Business, serving over 2,000 students across its academic programs, is seeking a full-time Academic Advisor to support students as they progress on their academic path towards degree completion.
Business Development Representative (BDR)-"Rev up your Career" The Road to becoming a Service Advisor Pepe Auto GroupBusiness Development Representative (BDR)-"Rev up your Career" The Road to becoming a Service AdvisorElmsford, New York$40,000–$55,000 / yearWe believe in fostering talent and providing career growth opportunities, making this BDR role a perfect entry point for those interested in automotive service and customer relations. About Us:Pepe Auto Group is a trusted name in automotive sales and service, committed to delivering top-tier customer experiences.
Former Financial Advisor Broker Business Development Role CXG Holdings IncFormer Financial Advisor Broker Business Development RoleSmithtown, NYRemoteWe work directly with founders and financial professionals entering the capital markets industry and provide comprehensive regulatory and principal outsourcing solutions. You will work directly with qualified prospects in a consultative sales environment involving executive-level financial conversations and multi-touch deal cycles.
Advisor Business Insights Manager ForaAdvisor Business Insights ManagerNew York City, New YorkThis role partners closely with the Business Strategy & Sales and Operations & Enablement functions, serving as the analytical engine behind advisor coaching, business reviews, portfolio planning, and growth strategy. The Advisor Business Insights Manager will own the full insights function for our top advisors end-to-end: building it, running it, and making it indispensable to how our business strategy and sales coaches operate.
Market Solutions Advisor - Business Banking Bank of AmericaMarket Solutions Advisor - Business BankingStamford, ConnecticutKey responsibilities include identifying and analyzing market opportunities to offer/deepen credit with clients and prospects, and advising Relationship Managers (RMs) on credit solutions by providing extensive general industry knowledge, credit expertise, product and process management, sales, and client experience support. The Market Solutions Advisor will join client meetings with the market RMs and MEs, participate in client management process routines focused on driving responsible loan growth and partner with the RM and the credit team closing the deal with the regional and centralized credit partners.
Business Solutions Advisor - Fort Lee, NJ Area - Bilingual Korean Preferred Bank of America CorpBusiness Solutions Advisor - Fort Lee, NJ Area - Bilingual Korean PreferredFort Lee, NJ$26–$34.67 / hourOn screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients. On screen copy: Manage portfolios Set appointments for future conversations Prepare for upcoming client meetings Learn more about Bank of America's products and services Connect with teammates and partners Follow up with clients Plus, there are opportunities to earn compensation above my base pay.
Advisor, Business Strategy (Chief of Staff)- VIVOHealth Northwell Health IncAdvisor, Business Strategy (Chief of Staff)- VIVOHealthNew Hyde Park, NYChief of Staff role for Vivo Pharmacy- Vivo Health Pharmacy's mission is to be an ambulatory care pharmacy services leader, providing quality specialized pharmacy services that can be customized and integrated to form full delivery medical care systems across our facilities. Develops and determines priorities, and monitors status of initiatives to ensure that they are achieving expected goals and objectives; assists in managing small to medium sized project budgets by providing continued support in preparation and allocation of funds.
VP/Wealth Advisor AllianceBernstein LPVP/Wealth AdvisorNew York, New YorkOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.
Wealth Advisor-New York RK PartnersWealth Advisor-New YorkHuntington, NY$115,000–$180,000 / yearOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.
NewNew York - Career Development Advisor - Litigation Group Winston & Strawn LLPNew York - Career Development Advisor - Litigation GroupNew York, NY$166,000–$188,000 / yearReporting to the Director of Professional Development, the position works with leaders and professionals across the Firm including the Litigation Department Co-Chairs, Litigation Practice Group Leaders, the Director of Practice Operations - Litigation, the Assignment and Operations Manager - Litigation, Talent Directors, other members of the Talent team, Diversity & Inclusion team, and Business Development team. Works closely with the Director of Practice Operations, Assignment Manager - Litigation, Litigation Office Heads and Practice Group Leaders on cultivating the talent pipeline and staffing to meet client needs and with an eye toward department utilization objectives, experience, and individual attorney development goals.
Financial Solutions Advisor Registration Candidate - Lexington Avenue & 75th Street Bank of America CorpFinancial Solutions Advisor Registration Candidate - Lexington Avenue & 75th StreetNY$28.85–$33.65 / hourI was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Wealth Advisor SimpleCITIWealth AdvisorGarden City South, NYWe currently focus on comprehensive advisory for high-net-worth and ultra-high-net-worth clients including business owners, multi-generational families, and clients navigating liquidity events, with capabilities spanning investment management, tax-aware planning, estate and succession coordination, private market access, and a full traditional public-markets platform. This is an opportunity to help build a family office advisory platform early, with flexibility to grow our AUM across the full client spectrum while leveraging internal deal flow, shared resources, firm-funded growth support, and long-term expansion plans.
NewFinancial Advisor Forest Hills Financial GroupFinancial AdvisorMelville, NY$80,000–$150,000The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
Associate Wealth Advisor Transcend Practice ManagementAssociate Wealth AdvisorGreenwich, CT$120,000–$140,000 / yearWe help clients make informed financial decisions through comprehensive planning and investment management, working closely with them on retirement planning, investments, cash flow, and long-term financial goals, with an emphasis on practical advice, strong relationships, and a high level of personal service. The Associate Wealth Advisor opportunity offers strong long term growth potential, including opportunities for additional compensation tied to new revenue generation and a potential future path toward equity participation in the firm.
NewAssociate, Advisor Aon PlcAssociate, AdvisorNew York, NY$68,000–$91,000 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
NewAssociate, Advisor NFP CorpAssociate, AdvisorNew York, New York$68,000–$91,000 / yearFull timeWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
NewVP/Wealth Advisor AllianceBernstein Holding LPVP/Wealth AdvisorStamford, CT$175,000–$250,000 / yearOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.
Bernstein Wealth Advisor AllianceBernstein Holding LPBernstein Wealth AdvisorStamford, CTOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you.
Financial Solutions Advisor - Westchester / Bronx Market Bank of America CorpFinancial Solutions Advisor - Westchester / Bronx MarketNY$65,000–$80,000 / yearResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - S Brooklyn/Staten Island Market Bank of America CorpFinancial Solutions Advisor - S Brooklyn/Staten Island MarketBrooklyn, NY$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor - Bergen East Market Bank of America CorpFinancial Solutions Advisor - Bergen East MarketFort Lee, NJ$65,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor Registration Candidate - Freeport Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Freeport Financial CenterFreeport, NY$28.85–$33.65 / hourMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Financial Solutions Advisor - Eastern Long Island Market (Bi-Lingual Spanish Required) Bank of America CorpFinancial Solutions Advisor - Eastern Long Island Market (Bi-Lingual Spanish Required)NY$65,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor - Central Long Island Market ( Bilingual Spanish Required) Bank of America CorpFinancial Solutions Advisor - Central Long Island Market ( Bilingual Spanish Required)Huntington, NY$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor - Greater Queens NY Market Bank of America CorpFinancial Solutions Advisor - Greater Queens NY MarketFlushing, NY$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor - Western Long Island Market Bank of America CorpFinancial Solutions Advisor - Western Long Island MarketNY$65,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor Registration Candidate - Wantagh Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Wantagh Financial CenterWantagh, NY$28.85–$33.65 / hourMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.