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The Financial Solutions Advisor engages participants in financial goal discussions, provides personalized advice, and helps manage retirement savings and investments in a contact center setting.

As a Financial Solutions Advisor, you will obtain securities licenses, manage client relationships, and provide financial advice to meet client needs.

Provide comprehensive advice and customized solutions for clients to achieve their financial goals, recommend products, and manage relationships.

Provide comprehensive financial advice and customized solutions to clients, build financial plans, and recommend banking and investment strategies.

Provide comprehensive advice and customized solutions for clients to achieve financial goals, including triaging leads and recommending products.

Responsible for providing resolution of multi-product fraud related client requests via calls, chats, or emails in an inbound contact center, ensuring great client experiences.

This role involves providing personalized financial advice to high-net-worth clients, developing relationships, assessing financial goals, and recommending investment strategies to help clients succeed financially.

The role involves providing financial advice, building client relationships, and achieving financial goals. It requires experience in investments and strong communication skills.

A 13-week rotational program for recently transitioned veterans across Global Banking & Global Markets. Participants receive training, mentorship, and two six-week rotations performing financial analysis, modeling, research, pitch preparation, client interaction, and deal execution support. Successful participants may receive full-time offers and must be available for on-site participation in New York City.

The portfolio manager oversees high net worth clients' investments, develops strategies, and manages portfolios, with a focus on client relationships and investment returns.