- Locations: New York, Buffalo, Albany, Queens County, Rochester, Brooklyn, Syracuse, Pearl River, Nanuet, Watertown
- Related Keywords: Based, Fee, Fee Based Broker Dealer, Fee Based Financial Advisor, Fee Based Financial Planning, Fee Based Sales, Licensing Fee Based, Remote Fee Based Employment
- Experienced Financial Planner
- Financial Planning Frm (New York, NY)
- A major high end fee based Financial Planning firm is looking to find an independent experienced financial advisor to join...time IT specialists. The firm also offers a very lucrative transition package based on each planner, as well as the geographic and personal convenience of...
- Financial Services Associate
- Prudential (Brooklyn, NY)
- ...generalists, assisting clients with a range of insurance and investment needs; others will go on to develop a specialty, such as fee - based financial planning, insurance for business needs, or estate planning needs. The FSA's general duties include the responsibility to: . Prospect for...
- Retail Advisory Accounts Business Analyst
- FolioDynamix (New York, NY)
- ...Unified Managed Accounts (UMA), Unified Managed Households (UMH), Separately Managed Accounts (SMA), Mutual Fund Advisory (MFA), Rep-As-Manager, and Fee - based Rep-As-Advisor programs. Leading firms utilize FolioDynamix highly scalable, proprietary technology to manage and process over...
- Financial Advisor Recruiter
- RJ & Makay Executive Recruiting Firm (Rochester, NY)
- ...management. For establishing interest you get about a third of the fee we receive. We have the best clients in the industry, and... range is from $30,000 to $70,000 per placement and the fee is based upon how big (assets and revenues) the financial advisor manages. It's...
- Financial Services Representative
- MetLife (New York, NY)
- ...in the country. * A wide array of investment, insurance, and banking products offered by many of the industry's leading providers. * Fee - based financial planning program and fee - based advisory products. * CompetitiveBenefit Package including Pension and a 401(k) match. As you...
- Senior Premier Corporate and Professional Relation
- HSBC - NY (New York, NY)
- ...segment and expands account relationships through the sale of additional Company and Group products and services, including credit products, to increase fee - based income. Communicate and meet with customers on a pro-active basis and respond to their inquiries and requests in a timely...
- Financial Advisor
- MetLife Resources (Buffalo, NY)
- ...Dealers in the country. A wide array of investment, insurance, and banking products offered by many of the industry's leading providers. Fee - based financial planning program and fee - based advisory products. Competitive Benefit Package including Pension and a 401(k) match.
- Experienced Financial Advisors-ground floor opportunity in new branch office
- Financial Advisor Placement Services (Albany, NY)
- ...good service, and products with a non-Wall Street firm. This firm's clearing platform is Pershing-they offer: Equities, SMAs, Fee - based platforms, Fixed Income, ETFs, Mutual Funds, and Options. Variable and Fixed Insurance and Alternative Investments. Traditional brokerage...
- Senior Relationship Manager
- M&T Bank (Buffalo, NY)
- ...with terms; maintains current and complete credit file.-Participates in a formal call program to develop new loan, deposit and fee based business.-Follows market trends and developments to increase the Bank’s business in established and developing markets.-Represents the Bank in civic...
- Director 2, Rewards Segment - Acquisitions
- Citi (Long Island City, NY)
- ...will report to the Rewards Senior Director. Description * Develop and implement strategies to acquire new Rewards customers across no fee and fee based products. * Manage profitability by creating product, offer, contact, and channel strategies. Partner closely with the Decision...
- Director 2, Rewards Segment - Acquisitions
- Citi (Long Island City, NY)
- ...will report to the Rewards Senior Director. Description Develop and implement strategies to acquire new Rewards customers across no fee and fee based products. Manage profitability by creating product, offer, contact, and channel strategies. Partner closely with the Decision...
- Senior Internal Auditor
- Forest Laboratories, Inc. (New York, NY)
- ... out of New York City and involves travel to St. Louis, MO and Dublin Ireland. PLEASE NOTE: Principals only. All fee - based submissions received for this posting will be disqualified. II. PRIMARY JOB RESPONSIBILITIES: Plan, in-charge and complete audits and business process control...
- Wealth Management Advisor
- Global Asset Management Firm (New York, NY)
- ...sales managers. Cold Calling experience a must. College BA/BS preferred MBA Compensation: Base salary is $150,000 + percentage of money invested. (Very high income potential!) Total compensation is based on a fee (percentage) of the total investment brought into the firm to be managed.
- Investment Advisory - Counsel
- Investment Company (New York, NY)
- ...drafting private fund documents, negotiating Investment advisory agreements, service agreements, licensing agreements, confidentiality agreements, wrap fee platform agreements, reviewing marketing materials, broad based Investment Advisory/Investment Company compliance advice as...