- Bank of America (Melville, NY)
- Private Client Advisor II Melville, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Melville/Private-Client- Advisor -II\_25021836) **Job Description:** At Bank of America, we are… more
- KeyBank (Utica, NY)
- …1125 Mohawk St - Utica, New York 13501 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and financial ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...sales production. + Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank. +… more
- Atria Wealth Solutions (Corning, NY)
- …Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in Corning, ... to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are not limited to,...and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes market… more
- Amazon (New York, NY)
- …IT leaders/influencers? Is your superpower connecting industry/business priorities to digital/AI strategy and solutions? Are you adept at identifying and quantifying ... digital capabilities and can combine the competencies of value selling, strategy consulting, digital transformation, and financial modeling in the cloud/AI solutions… more
- TD Bank (Brooklyn, NY)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial ... as a mentor to new FAs, to ensure strong performance , collaboration and enthusiasm + Represents TD Wealth to...Accountabilities:** + Understands and supports the Bank's Customer Service Strategy + Considers the impact of decisions on the… more
- Cardinal Health (Albany, NY)
- …assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, ... payable and employee travel & expense. The Incentive Controls, Strategy , and Optimization (ICSO) team is a vital part...are both efficient and compliant. **_Position Summary_** As an Advisor within ICSO, you will play a key role… more
- TD Bank (Middle Village, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial ... as a mentor to new FAs, to ensure strong performance , collaboration and enthusiasm + Represents TD Wealth to...As we build our business and deliver on our strategy , we are innovating to enhance the customer experience… more
- Capgemini (New York, NY)
- Business Advisor - C **Job Description** Business Advisors shape the vision and strategy with the client, understand the needs of the users/stakeholders, carry ... geographic location, relevant education, qualifications, certifications, experience, skills, seniority, performance , sales or revenue-based metrics, and business or organizational… more
- BMO Financial Group (New York, NY)
- …Private Equity Fund client base + Track and analyze key sales performance and coverage activity metrics, ensuring accountability and continuous improvement. Maintain ... trends, competitor activities, and client needs to guide sales strategy and decision-making + Create and maintain pitch and...systems and data analysis to track and manage sales performance + Strong analytical and problem-solving skills with a… more
- Tiffany & Co. (White Plains, NY)
- …while also being hands-on in overseeing the day-to-day execution of the agreed upon strategy with a focus on clients, people and brand desirability. They will be ... hospitality and store amenities to create unique experiences and act on NPS performance and client feedback. + Connect with your client's wardrobe to 'style them'… more
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