- Tiffany & Co. (New York, NY)
- …deliver excellence and to contribute to Tiffany & Co.'s continued legacy. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying the ... Tiffany brand in each client interaction using the Tiffany touch; your own flair...pillars. + Convert clients through curiosity and discovery daily ** Service :** + Elevate in store experience by consistently delivering… more
- Kestra Financial (Wappingers Falls, NY)
- …Essential Duties and Responsibilities + Supports Lead Advisor , including managing client needs regarding service , asset allocation, case design and financial ... The Associate/ Service Advisor reports to the Lead...and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor… more
- Bank of America (New York, NY)
- …UHNW clients + Proven relationship building and business partnering skills. + Strong client service experience **Desired Skills:** + Experience with manager of ... Brokerage Services Financial Advisor New York, New...toward goals. + Delivery of an appropriate level of service over the lifetime of the client … more
- Bank of America (Brooklyn, NY)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor . The Academy will support you along the way with dedicated programs,… more
- Tompkins Community Bank (Pittsford, NY)
- Overview The Wealth Advisor III is responsible for maintaining existing client relationships and growing their portfolio by building new client ... plans and coordinated financial strategies to align with each client 's goals and values. The experienced advisor ...and reflect the company's values of integrity, professionalism, and client -centric service . Responsibilities + Client … more
- Edward Jones (Queensbury, NY)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... reflective of their performance. **What characteristics would make you a successful financial advisor ?** + An interest in financial services /markets and how they… more
- Bank of America (Latham, NY)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Registration Candidate - Albany/Hudson Valley Market Mount...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Broadcom (Melville, NY)
- …the benefits of Broadcom's solutions and specifically how our solutions will support the client 's technical and functional requirements. + Provide technical ... are seeking a highly skilled and experienced mainframe Solution Advisor to join our team, specifically focused on our...we are dedicated to providing our clients with top-notch service and expertise. In this role, you will play… more
- Edward Jones (Greenwich, NY)
- ** Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a ... licensed branch associates are highly visible members of the client team, working under the leadership of a financial... team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are… more
- JPMorgan Chase (New York, NY)
- …JP Morgan offers, across each of our market channels. As the Field Integration lead for Advisor tools on the Sales Strategy and Support team, you will own the ... business prioritization and roadmap for Advisor Tools in Chase Wealth Management. This teams acts...and skills** + 12+ years of experience in financial services , preferably wealth management. Client -facing sales experience… more
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