Financial Advisor Jobs in Endicott, Ny

SUMMARY The Operations Associate performs general clerical operations tasks that are routine and/or repetitive in nature; data entry, compiling simple data, and performing routine math calculations. Verifies and communicates discrepancies in the workflow as they work under direct supervision following established procedures. ESSENTIAL DUTIES AND RESPONSIBILITIES: Receives assignment of work and processes in a timely manner, in accordance with departmental policy procedures. Processes, creates and enters data into the department systems for FA’s. Adds historical performance data upon request...

At Equifax, we believe in the power of knowledge. As an innovative global company that enables access to credit, we’re part of breakthrough collaborations and innovations that address complex social challenges such as social welfare, community relations and financial education for underprivileged youth. Soon, we’ll be looking for talented team players to join us as we help people live their financial best. Interested? Joining Equifax means joining a supportive community dedicated to your success and growth within the company. Potential Entry-Level Areas: Data & Analytics Finance Sales Submit...

BUILD LONG-TERM CLIENT RELATIONSHIPS At J.P.Morgan Wealth Management, we have been helping high net worth individuals and families build and manage their wealth for more than 50 years. Comprised of an exclusive group of Wealth Advisors throughout the United States, J.P.Morgan Wealth Management offers clients a broad suite of transactional, wealth management and investment advisory services. PROGRAM INFORMATION What you'll do You will gain exposure to every facet of wealth management, including investments, lending, banking, as well as trust and estate planning. During the internship, you’ll...

SUMMARY The Addepar Operations Associate performs a variety of duties to support performance reporting, including performing data reconciliation, entering data into spreadsheets, and providing front line support to financial advisors and support associates in the field. ESSENTIAL DUTIES AND RESPONSIBILITIES Gain a working knowledge of Addepar and Beta systems. Conduct operations to support the Addepar client reporting system. Respond to e-mails and calls from branch offices regarding concerns with Addepar; handle inquiries through to resolution. Reconcile valuation and transaction data from...

BUILD LONG-TERM CLIENT RELATIONSHIPS For more than 200 years, we have been working with innovators, entrepreneurs, industry leaders and their families to help them achieve their unique ambitions, secure their legacies and make a difference in the world. That means providing meaningful, tailored advice now and across generations. The Private Bank helps clients plan, invest, borrow and bank to create the life and legacy they envision. What we offer If you are participating in our Advisor Internship, you'll gain exposure to every facet of global private bank, including investments, lending,...

WHAT YOU'LL DO Are you interested in exploring the advisor career path? With each relationship and connection, our advisors seek to provide care and guidance for our clients when they need it most – whether they are just starting out, buying a home, building a family, or planning for retirement. Their goal is to understand a client's entire financial picture and provide them with appropriate advice and solutions to make our clients' financial lives better. The Advisor Development Rotational Summer Program develops future client-facing advisory professionals while engaging them in challenging...

DRIVE THE FUTURE OF GLOBAL FINANCE Investment banking teams partner with corporate clients to achieve their strategic goals. Whether it is raising capital for an expansion or buying another company, investment bankers provide innovative and creative financial solutions for all clients’ needs. We’re looking for analytical thinkers who thrive on building long-term relationships. You’ll be part of a global, fast-paced team that does business with more than 80% of Fortune 500 companies. Get a taste of life as an investment banker at J.P. Morgan through our Investment Banking Virtual Experience...

SUMMARY The Fixed Income Trading Assistant provides support to Traders and Financial Advisors by correcting trades and verifying they are processed accurately. This position provides support while meeting all regulatory requirements. ESSENTIAL DUTIES AND RESPONSIBILITIES: Provide support to Traders and Financial Advisors, primarily correcting trades. Work with other departments to resolve back office issues, including contacting other brokerage firms on comparison discrepancies. Monitor regulatory websites taking corrective action or manually report trades as needed. This includes working...

BECOME AN EXPERT IN FINANCIAL MARKETS Become an expert in financial markets while working in a dynamic, collaborative and supportive team when you join our sales, trading and research group. You’ll research and find exciting opportunities for our clients, help them execute complex transactions and develop deep relationships while gaining a thorough understanding of markets through data analysis. Sales, trading and research work collaboratively to help clients achieve their goals. The sales team is in touch with institutional clients about insights and strategic ideas that are executed by...

COMPANY DESCRIPTION Visa is a world leader in digital payments, facilitating more than 215 billion payments transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable and secure payments network, enabling individuals, businesses and economies to thrive. When you join Visa, you join a culture of purpose and belonging - where your growth is priority, your identity is embraced, and the work you do matters. We believe that...

JOB SUMMARY The Operations Associate performs general clerical operations tasks that are routine and/or repetitive in nature; data entry, compiling simple data, and performing routine math calculations. Verifies and communicates discrepancies in the workflow as they work under direct supervision following established procedures. Will monitor internal account opening system and documents received to ensure proper and accurate opening of 529 college savings plans. ESSENTIAL DUTIES AND RESPONSIBILITIES Process and review 529 account opening documents. Acquire a working knowledge of several...

MASTER CORE BANKING SKILLS The Middle Market Banking & Specialized Industries team works with mid-sized companies, municipalities and not-for-profit entities across a variety of industries including Technology, Healthcare, Life Science, Higher Education and more. You’ll work with bankers and product partners to provide a range of financing solutions and strategic advice for clients across diverse industries. What we offer In this 10-week program, you’ll dive into one of Commercial Banking’s core businesses, developing your technical skill set to become a future banker or credit professional...

BUILD A CAREER PUTTING CLIENTS' INTEREST FIRST Through the Asset Management program, you’ll be either a Client or Product Analyst. You'll have the opportunity to analyze and develop investment strategies that support our clients' needs, or you'll research, grow, and manage investment solutions for our global clients. What we offer During our Client Analyst program, you'll receive an overview of how our Asset Management teams work with global clients through industry-leading products, advice and service. Through our Product Analyst program, you'll begin developing your industry expertise as...

Job Summary The Operations Associate performs a variety of duties on a limited basis to support Annuity and Insurance Operations. The Associate will be processing changes, reviewing and imaging documents to be submitted to carriers, and follow-up of all transactions. ESSENTIAL DUTIES AND RESPONSIBILITIES Processes a high volume of time-sensitive financial transactions, including full and partial surrenders, death claims, systematic withdrawals, etc. via workflow. Reviews documents, prepares for submission to carriers and images. Enters transaction details into Annuity Database and performs...

DRIVING STRATEGY THROUGH FINANCIAL ANALYSIS Deepen your understanding of the firm, while learning how we operate, generate revenue and manage expenses when you join our global finance and business management team. You’ll support specific lines of business or our corporate function, working on projects that directly affect the firm’s bottom line alongside our top-tier professionals. Because you’ll be analyzing results and providing insights to business leaders to help make decisions on how we do business, we welcome your diverse thoughts and perspectives from day one. You’ll combine...

Acxiom is looking for a Manager, FP&A to be the head finance partner for the IT & Operations organization. This role oversees the company’s Global CapEx annual plan and forecast and the related income statement forecast for hardware and facilities depreciation, supervises the annual plan and forecast for on-premises software licenses, software maintenance and support, and hardware maintenance and owns complex projects including the public cloud expense forecast and multi-year on-prem to public cloud migration financial plan. YOUR DAY TO DAY: Partner with the CIO and IT & Operations senior...

CREATING THE NEXT GENERATION OF LEADERS Spend your summer working with our industry experts to improve processes and identify opportunities that support our global businesses. You'll make meaningful contributions while developing your professional expertise in a dynamic team environment. What we offer While day-to-day responsibilities will vary based on your placement, you’ll build your foundational knowledge, professional skills and experiences to take your career in many different directions. You’ll help to drive projects through to completion by analyzing and presenting key data and...

BE PART OF A BANK LIKE NO OTHER. When you work with the world's most innovative companies, you know you're making a difference. Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work. They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to...

At Equifax, we believe in the power of knowledge. As an innovative global company that enables access to credit, we’re part of breakthrough collaborations and innovations that address complex social challenges such as social welfare, community relations and financial education for underprivileged youth. Soon, we’ll be looking for talented team players to take part in our internship programs where we help people live their financial best. As an Equifax intern, you’ll make an immediate difference in our business and have many opportunities to learn and grow. Potential Internship Areas: Data &...

WHAT YOU'LL DO Do you want to generate solutions that make an impact and build long term client relationships? Our investment banking summer analyst program offers you the opportunity to be part of an industry or product focused team that manages capital raising and strategic advisory transactions for our clients around the world. These industry and product teams include: Consumer & Retail, Natural Resources, Financial Institutions, Financial Sponsors, Real Estate, Gaming & Leisure (REGL), Global Industrials, Healthcare, Mergers & Acquisitions, Technology, Media & Telecom (TMT) and Emerging...

Acxiom is looking for a Financial Analyst to support for the IT G&A and Facilities cost centers within the IT & Operations organization, including annual plan and forecast updates to headcount, professional services, and all other OpEx items related to these cost centers. Assist with the company’s Global CapEx annual plan and forecast and the related income statement plan and forecast for hardware and facilities depreciation as well as with the annual plan and forecast for on-premises software licenses, software maintenance and support, and hardware maintenance. YOUR DAY TO DAY: Partner with...

SUMMARY The Operations Associate performs general clerical operations tasks that are routine and/or repetitive in nature; data entry, compiling simple data, and performing routine math calculations. Verifies and communicates discrepancies in the workflow as they work under direct supervision following established procedures. ESSENTIAL DUTIES AND RESPONSIBILTIES Receives assignment of work and processes in a timely manner, in accordance with departmental policy procedures. Processes, creates and enters data into the department systems for FA’s. Adds historical performance data upon request...

SUMMARY The IRA Associate assists in performing a variety of entries, done manually or by way of Stifel’s eQuest system. Quality control is done through multiple queries, documentation review, and following strict IRS rules and regulations. The Associate begins learning the basics of the IRA department’s functions and terminology. ESSENTIAL DUTIES AND RESPONSIBILITIES: Works closely with branches regarding IRA distributions, rollovers, deaths, divorce and all other IRA account maintenance. Reviews the accuracy of all forms submitted by branch personnel. Images and indexes documents received,...

BUILD LONG-TERM CLIENT RELATIONSHIPS For more than 200 years, we have been working with innovators, entrepreneurs, industry leaders and their families to help them achieve their unique ambitions, secure their legacies and make a difference in the world. That means providing meaningful, tailored advice now and across generations. The Private Bank helps clients plan, invest, borrow and bank to create the life and legacy they envision. What we offer In this internship program, you will focus on business generation and client engagement. You'll gain exposure to every facet of global private bank,...

SUMMARY The Operations Associate II requires a clear understanding of the department functions, procedures and communicates with branch personnel to initiate the instructions submitted by the branch on behalf of the client. The Associate II is expected to have a working knowledge of all department systems as they relate to the account processing group’s responsibilities. ESSENTIAL DUTIES AND RESPONSIBILITIES Accurately processes daily, weekly, and quarterly regulatory possession and control processes. Identify, research and resolve stock record breaks and out of balances per regulatory...

BRIDGE BORDERS THROUGH BUSINESS PARTNERSHIPS Join a diverse community of global corporate bankers. Working in a supportive environment with senior management on real client cases, you’ll develop a range of practical, transferable skills while fostering meaningful connections across businesses. What we offer You will be part of a team that manages J.P. Morgan’s relationships with large corporations, financial institutions and public sector organizations globally to solve problems for clients and help them to grow. VALUED QUALITIES Self-starters and effective contributors in a team environment...

COMPANY DESCRIPTION Visa is a world leader in digital payments, facilitating more than 215 billion payments transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable and secure payments network, enabling individuals, businesses and economies to thrive. When you join Visa, you join a culture of purpose and belonging - where your growth is priority, your identity is embraced, and the work you do matters. We believe that...

BECOME AN EXPERT IN FINANCIAL MARKETS Become an expert in financial markets while working in a dynamic, collaborative and supportive team when you join our sales, trading and research group. You’ll research and find exciting opportunities for our clients, help them execute complex transactions and develop deep relationships while gaining a thorough understanding of markets through data analysis. Sales, trading and research work collaboratively to help clients achieve their goals. The sales team is in touch with institutional clients about insights and strategic ideas that are executed by...

LAUNCH THE NEXT WAVE OF CASH MANAGEMENT AND PAYMENT SOLUTIONS. Help drive innovation across global payments and be at the forefront of innovation. Our program puts you at the lead of executing comprehensive client solutions for multinational corporates, financial institutions, and public sector clients. What we offer You’ll learn what it means to move money in this nine-week program. You’ll interact with clients and internal partners while experiencing our commitment to excellence in client service. VALUED QUALITIES A self-starter with a collaborative mindset and willingness to partner and...