Senior Financial Advisor Melville, NY Senior Financial Advisor QUALIFICATIONS Bachelor's Degree in business... or finance. 7+ years' experience as a personal financial advisor/planner Industry related professional designations such as CFP...
financial and empower individuals to live their best lives. They are looking to add a Senior Lead Financial Advisor... with existing clients, understanding their unique financial goals, needs, and preferences. Collaborate with clients to evaluate...
Job Description: Job Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending... on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home...
Serve as a trusted advisor to the COO Manage executive-level meetings, including agenda setting, presentation preparation... improvement Track and follow up on key deliverables at the executive team and senior staff level Manage confidential data...