- Stony Brook University (Stony Brook, NY)
- Senior Financial Aid Advisor **Required Qualifications (as evidenced by an attached resume):** Master's degree (foreign equivalent or higher). In lieu of a master's ... with Federal Student Aid and Scholarship programs. NASFAA Credentials. Certified Financial Aid Administrator (FAAC) designation. Experience with Oracle Campus… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking an eMoney Advisor Planning Consultant to join our Advisor Platform Coaching group within Wealth & Investment ... Management. The eMoney Advisor Planning Consultant serves as a subject matter expert...planning software + Extensive knowledge in financial planning + Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) or… more
- Stony Brook University (Stony Brook, NY)
- Enrollment Success & Financial Wellness Senior Advisor **Required Qualifications (as evidenced by an attached resume):** Master's degree (foreign equivalent or ... with Federal Student Aid and Scholarship programs. NASFAA Credentials. Certified Financial Aid Administrator (FAAC) designation. Experience with Oracle Campus… more
- Bank of America (Melville, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- Edward Jones (New York, NY)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...+ Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered… more
- Kyndryl (New York, NY)
- …and our communities. **The Role** Join our dynamic team as a Customer Technology Advisor and become an integral part of our cutting-edge Go-To-Market team. As a ... certified expert in your field, you will be at...expectations. In this role, you won't just be another advisor ; you will be a trusted ally and visionary,… more
- JPMorgan Chase (New York, NY)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and ... capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client… more
- Centers Plan for Healthy Living (Staten Island, NY)
- …and plans they need for healthy living. JOB SUMMARY : The Medicare MAP Advisor - Will promote and sale MAP and Medicare Line of Business, maintains relationships, ... (CMS) and company policies and regulations. The Medicare MAP advisor will develop a presence in the community and...+ Active NYS Health and Accident license + AHIP certified + Computer/technology literacy + Compliant with CMS and… more
- KeyBank (Poughkeepsie, NY)
- …55 Burnett Boulevard - Poughkeepsie, New York 12603 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance… more
- Northwell Health (New Hyde Park, NY)
- …to team members. Identifies opportunities for operational improvement. The Cloud FinOps Advisor will play a key role in optimizing cloud spend while enabling ... in hybrid cloud and virtualized environments; serves as a consultant and advisor to software and information architects to leverage effective and common design… more
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