• Credit Solutions Advisor - Fifth Avenue…

    Bank of America (New York, NY)
    …previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, ... applies knowledge of borrowing and banking to recommend financial services that best align with the client 's...service skills with ability to manage the full client end-to-end experience and problem resolution. + Strong written… more
    Bank of America (09/23/25)
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  • Family Wealth Sr. Fiduciary Advisor

    KeyBank (New York, NY)
    …with Regional Trust Director and applicable Family Wealth team members on pricing, client service , compliance, and litigation issues, as needed and appropriate ... for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net...client loyalty and new business opportunities. + Assess client revenue opportunity based on complexity and service… more
    KeyBank (08/21/25)
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  • US Experienced Financial Advisor

    Edward Jones (Syracuse, NY)
    …registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your ... administrator to help you run your branch. World-class products, services and support . And the stability of...A support network that extends from your client support team office to your region… more
    Edward Jones (08/13/25)
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  • Specified Solutions Advisor

    GAF (New York, NY)
    …into a wide range of construction projects. **Job Summary** The Specified Solutions Advisor will support GAF Commercial and Siplast sales teams. As a ... back down from hard work. Under this roof, we support one another in delivering operational excellence daily, while...protect what matters most. **Team Summary** The Specified Solutions Advisor is a critical member of the Building and… more
    GAF (09/20/25)
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  • Financial Advisor Senior

    City National Bank (New York, NY)
    *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior...tandem with an assigned SFA to provide sales and client and colleague service support ... Financial Advisor (SFA) serves as Wealth Management's primary point of..."book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB… more
    City National Bank (08/07/25)
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  • J. P. Morgan Advisor - Investment Associate

    JPMorgan Chase (New York, NY)
    …a diverse suite of products and applications including, but not limited to; Advisor Services , Wealth Planning & Advice, Goal Based planning, liabilities ... asset allocation, tactical shifts and security selection and perform client portfolio reviews on a regular basis in conjunction...strategy and builds presentations on behalf of the Financial Advisor (s) + Ad Hoc service requests as… more
    JPMorgan Chase (09/12/25)
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  • Solution Advisor Associate - SAP Academy…

    SAP (New York, NY)
    …for the functional and technical knowledge within the sales cycle. A Solution Advisor provides deal support by participating in discovery sessions, executive ... be required to work 3 days a week in office/ client site as per our Pledge to Flex return...understand SAP's unique value proposition. In addition to deal support , the Solution Advisor participates in marketing… more
    SAP (07/18/25)
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  • Workplace Solutions, Advisor Engagement…

    JPMorgan Chase (New York, NY)
    …Analyze data to refine and target training and lead management strategies, increasing advisor engagement. + Provide ongoing support and coaching to field teams, ... Join JP Morgan Workplace Solutions as an Advisor Engagement Manager to lead the practice management...collaborative team member, solutions-oriented team-member who consistently delivers best-in-class service , JP Morgan is the place for you. As… more
    JPMorgan Chase (09/19/25)
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  • Merchant Sales Advisor

    KeyBank (Fishkill, NY)
    …growing client relationships with payment and card processing needs, the Merchant Sales Advisor assists as part of the client 's trusted advisor team for ... 9 - Fishkill, New York 12524 THIS ROLE WILL SUPPORT THE HUDSON VALLEY MARKET. APPLICANTS SHOULD LIVE IN...A minimum of 1 year of success in a client focused environment with aggressive growth and service… more
    KeyBank (08/16/25)
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  • Financial Advisor - New York City Metro

    Thrivent Financial (New York, NY)
    …expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. ... advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support , stability and opportunity of a Fortune 500 leader. We offer up… more
    Thrivent Financial (08/13/25)
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