The Investment Advisor Associate is a member of the Management Development Program (MDP) at M&T Bank, participating in ten weeks of core training and one year of on-the-job training. The role involves classroom training, observations, interactions with senior management, peer networking, and group project assignments. Responsibilities include job-specific training, general training in banking, communication, leadership, and personalized coaching. The position aims to create and add value to the assigned department while developing entry-level professional and/or managerial skills.

2025 Management Development Program Investment Advisor Associate- NYC

Investment Advisor Associate

As a Senior Consultant in the Quantitative Advisory Services group at EY, you will be part of a team that provides comprehensive quantitative risk management services across various sectors within the Financial Services Organization. This role involves projects focused on the development, implementation, testing, validation, and other services of analytic models, which are crucial for risk management, regulatory compliance, and business operations. The position offers a dynamic work environment where you will learn as you go, collaborate with a team, and engage with high-profile projects.

USA - Consulting - Financial Services - Quantitative Advisory Services - Senior

Senior Consultant - Financial Services - Quantitative Advisory Services

The Investment Consultant at CareFirst is responsible for the financial administration of CareFirst's pension and 401(k) plans, including oversight of plan assets, financial requirements, compliance, and third-party advisors and consultants. This role involves a deep understanding of retirement plans' financial requirements, internal and external processes, and regulatory compliance. The consultant will work closely with various departments and external partners to ensure optimal plan asset allocation, regulatory compliance, and financial fiduciary duties.

Investment Consultant (Remote)

Investment Consultant

As a Financial Consultant at Fidelity Investments in Greenwich, CT, you will guide clients through wealth management and retirement planning strategies using your incomparable integrity and knowledge. You will work with an existing client base, focusing on High Net Worth clients, and provide investment solutions. The role involves nurturing relationships, engaging in positive client-centered discussions, and collaborating with multiple business partners to offer an unsurpassed customer experience.

FINANCIAL CONSULTANT - GREENWICH, CT

Financial Consultant

EY is seeking a Staff member for its Quantitative Advisory Services team within the Financial Services Organization. This role involves working on projects focused on the development, implementation, testing, validation, and other quantitative services of analytic models across various sectors within the financial services industry. The position offers the opportunity to work on high-profile projects in a collaborative environment, with support for learning as you go. Ideal candidates will have a strong academic background in relevant fields, programming skills, and an interest in leveraging advanced analytics applications.

USA - Consulting - Financial Services - Quantitative Advisory Services - Staff

Consulting - Financial Services - Quantitative Advisory Services - Staff

Hunter College is seeking Financial Aid Advisors to join the Office of Financial Aid, Division of Student Affairs. The role involves supporting timely advising, awarding, distribution, reconciliation, and advising services of Financial Aid to all Hunter students, working as part of a Financial Aid team to address student inquiries, and providing exemplary student service. Advisors will also be expected to keep abreast of financial aid regulations, policies, and procedures, and be an active member of the Hunter College community.

Financial Aid Advisor - Multiple Positions (Office of Financial Aid, Division of Student Affairs)

Financial Aid Advisor

As a Banking Industry Advisor at Microsoft Corporation, you will lead industry-focused sales for Microsoft in the Banking Industry, originating sales and driving industry-led conversations with clients. This role involves developing and winning market-making opportunities, engaging with business decision makers to identify and generate new business opportunities, and articulating the strategic business value of Microsoft's products and solutions. You will be the industry subject matter expert in digital business transformation, collaborating with peers to successfully close deals and land market-making, multi-horizon business partnerships.

Banking Industry Advisor

As a Private Client Financial Advisor at Citizens, you will serve as your clients' primary trusted advisor, helping them navigate their financial goals through a comprehensive analysis of their assets, income, liabilities, cash flow, and tax status. You will use financial planning experience and tools to recommend investment strategies and products based on suitability, working closely with business partners and referral sources to grow existing relationships and identify new business opportunities.

Private Client Financial Advisor - Brooklyn, NY (Borough Park)

Private Client Financial Advisor

The Solution Advisor Associate - Finance at SAP is a key role focused on helping customers and prospects solve business challenges and meet their objectives using SAP solutions. This position is part of the sales team, acting as the subject matter expert for functional and technical knowledge within the sales cycle. Responsibilities include deal support, participating in discovery sessions, executive meetings, presentations, and software demonstrations. The role is part of the SAP Academy for Customer Success, a 10-month program designed to develop a foundation for a successful customer-facing career at SAP.

Solution Advisor Associate - Finance - SAP Academy for Customer Success - New York (Hybrid)

Solution Advisor Associate - Finance

Bank of America is seeking individuals passionate about helping clients achieve their financial goals as Financial Solutions Advisor Registration Candidates. This role involves becoming an investment specialist through the Advisor Development Program, starting with obtaining Securities Industry licenses and learning foundational skills. Successful candidates will progress through stages, providing comprehensive advice, managing client relationships, and leveraging Bank of America's resources to grow their business.

Financial Solutions Advisor Registration Candidate - Consumer Investments - Riverdale Financial Center

Financial Solutions Advisor Registration Candidate

The Experienced Financial Advisor at Bank of America's Merrill Lynch Wealth Management is responsible for delivering a full range of goals-based financial planning/wealth strategies, including assessment of client needs, maintaining relationships with management teams, sourcing prospective clients, and delivering customized solutions. This role requires at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team environment, and a drive to achieve more for clients and themselves.

Merrill Experienced Financial Advisor

Experienced Financial Advisor

Lincoln Technical Institute in Mahwah, NJ is seeking an on-campus Financial Aid Advisor to serve as the liaison between corporate financial aid services and the campus. This role is crucial for student success, involving assisting students with their financial aid, managing data, and ensuring the completion of student files. The ideal candidate is student-centered and detail-oriented.

The Financial Solutions Advisor - Consumer Investments at Bank of America is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. This role involves triaging client leads, making referrals based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building financial plans, and recommending brokerage products. The position requires adherence to the SAFE Act registration requirements and may involve obtaining additional licenses and trainings.

Financial Solutions Advisor - Consumer Investments - Englewood Palisades Financial Center

Financial Solutions Advisor - Consumer Investments

The Analyst/Associate, Corporate Finance Advisory role at Scotiabank involves supporting senior team members in generating new business opportunities and executing assignments. Responsibilities include financial modeling, research, credit ratings analysis, capital structure benchmarking, and preparing client presentations. The role offers a stimulating work environment, exposure to a broad range of transactions, and opportunities for career progression under the guidance of senior team members.

Analyst/Associate, Corporate Finance Advisory

EY is seeking interns for its Quantitative Advisory Services team within the Financial Services Organization. This role involves working on projects focused on the development, implementation, testing, validation, and other quantitative services of analytic models across various sectors within the financial services industry. Interns will gain hands-on experience in risk management, regulatory capital analytics, front office derivative pricing, and more, leveraging advanced analytics applications such as AI/ML. This position offers a dynamic and challenging environment, with the opportunity to learn and grow alongside a team of experts.

USA - Consulting - Financial Services - Quantitative Advisory Services - Masters Intern -Summer 2025

Consulting - Financial Services - Quantitative Advisory Services Intern

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