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Search Results for Financial Advisor Training Program
Burson-Marsteller - Washington, DC
- Small Business Advisor & Coach
- Prominent Organization Assisting Entrepreneurial Women - Westchester, New York
- Recreation
- Function and overall responsibilities of the Small Business Advisor: - assist clients in understanding how to grow their business - Assist with all phases of business development and growth - Coach and assist with knowing the proper use of credit. - Nurture and grow aspiring entrepreneurial women from under-served urban communities. - Provide a financial analysis on client businesses to determine their business credit worthiness; - Make recommendations for best ways to raise capital based on business review - advise client on process of capitalization - conduct training (see more)
- Regional Sales Manager, Financial Software
- Software Company - Westchester, New York
- Accounting / Finance
- Company Description: Our client is the leading provider of software and services to the giving community worldwide. Their solutions deliver a powerful, integrated, and open framework for efficient and effective charitable giving. Their clients include Fortune 500 Companies, national and international charitable organizations, government agencies, high net worth individual donors as well as advisors and major financial institutions. Together, these tools help organizations to work with one another to raise, invest, manage and award millions of dollars in charitable spending each year. Position (see more)
- Senior Capital Advisor - EMEA Team
- Leader in Financial Services - Westchester, New York
- Sales / Sales Management
- Primary Function As part of our team of specialists, the Capital Advisor is an expert on credit, deposit and other banking services. The Capital Advisor provides flexibility for our most complex clients' tailored banking and credit solutions. Develop creative, innovative solutions to new client financings or restructurings within acceptable credit/risk parameters Play lead role in credit approval process: - Supervise credit approval memos/restructure memos - Direct analysis, due diligence and credit presentations - Approve credit transactions within authority - Recommend (see more)
- Mortgage Advisor/Loan Officer
- PHH Mortgage - Long Island, New York
- Banking / Mortgage
- Job Title: Mortgage Advisor/Loan OfficerProfession: Banking -> Loan OperationsRequisition Number 10-0183Title Mortgage Advisor/Loan Officer - Huntington, NYCompany PHH Home LoansCity Huntington, NYState NYPosition Type Full-TimeDescription Mortgage Advisors are responsible for representing PHH Mortgage in their local territory by developing and maintaining relationships primarily with Century 21, ERA and Coldwell Banker Brokers and Realtors. Mortgage Advisors are responsible for generating loan volume and closed loans through sales and marketing activities. They will maximize and (see more)
- Money Manager
- AXA Advisors (NYC) - Westchester, New York
- Insurance
- Job Title: Money ManagerProfession: Insurance -> Agent/Client ServicesBECOME A FINANCIAL PROFESSIONAL WITH AXA ADVISORS, LLCWHY AXA ADVISORS?AXA Advisors LLC, a provider of investment and insurance strategies, can help people define and achieve their life, retirement and estate goals. Our vision, resources, fundamental belief in training, and the importance of trusted financial professional relationships will assure our clients that we will not settle for anything less than becoming the leading choice for people who seek an experienced financial professional. This remains true for our (see more)
- Financial Planner
- AXA Advisors (NYC) - Westchester, New York
- Sales / Sales Management
- Job Title: Financial PlannerProfession: Sales -> Sales Representative/Business DevelopmentIF YOU RECEIVED A FAVORABLE RESPONSE FROM ME PLEASE SEND YOUR RESUME VIA EMAIL OR FAX.BECOME A FINANCIAL PROFESSIONAL WITH AXA ADVISORS, LLCWHY AXA ADVISORS?AXA Advisors LLC, a provider of investment and insurance strategies, can help people define and achieve their life, retirement and estate goals. Our vision, resources, fundamental belief in training, and the importance of trusted financial professional relationships will assure our clients that we will not settle for anything less than becoming (see more)
- MSSB - Training Specialist
- Morgan Stanley - Westchester, New York
- Education / Teaching
- Job Title: MSSB - Training SpecialistProfession: Education/Training/Information -> TrainingMSSB - Training SpecialistPosition Number: 59954 Location: USA - NY - New York Education: Bachelors DegreePosition Category: Information Technology Experience: 1-3Position Type: Full-Time Job Level: AssociatePosition DescriptionTrain branch and field personnel on all aspects of desktop technology, best practices, implementing technology solutions for increased productivity, client service and efficiency. Aligns firm and local objectives and iniatives. Travels to branch locations to conduct (see more)
- MSSB - Training Specialist
- Morgan Stanley - Westchester, New York
- Education / Teaching
- Job Title: MSSB - Training Specialist Profession: Education/Training/Information -> TrainingPosition Description Train branch and field personnel on all aspects of desktop technology, best practices, implementing technology solutions for increased productivity, client service and efficiency. Aligns firm and local objectives and iniatives. Travels to branch locations to conduct branch-wide training sessions, meet one-on-one with Financial Advisors and CSAs, and meets with potential and new recruits. Also responsible for curriculum design and presentation, creating training materials, (see more)
- Financial Sales Representative
- Northwestern Mutual Financial Network - The Olsen - Westchester, New York
- Insurance
- Job Title: Financial Sales RepresentativeProfession: Insurance -> Agent/Client ServicesFinancial AdvisorJob Description:Representatives offer guidance, relationships and solutions to help clients meet financial goals and objectives. They offer exclusive access to insurance products from a top-rated company, Northwestern Mutual, and an array of quality investment choices. Supported by training programs and mentoring opportunities, they have access to the resources, products and assistance they need to help clients and build their practices.Representatives are also supported by a (see more)
- HR Business Partner/Generalist- Sales Division
- AXA Equitable Life Insurance Company - Westchester, New York
- Human Resources / Training
- Job Title: HR Business Partner/Generalist- Sales DivisionProfession: Human Resources -> HR Department ManagementBusiness Unit: Human ResourcesLocation: NY, New YorkLast Updated: 06/04/2010Job Description:Just dont have a career.Shape it and Enjoy it.AXA Equitable is a global leader in the financial protection industry, providing solutions that allow our clients to accumulate and secure the financial resources theyll look to depend on throughout the various stages of their lives. Its a tough commitment, and we need your candor, insight and diligence to ensure we deliver (see more)
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