- Wells Fargo (New York, NY)
- …and Investment Management (WIM) leads the strategy, design and prioritization of the Advisor Desktop experience and Advisor tools to enable growth across WIM's ... full-service and independent advisor channels. The team drives close collaboration across all...protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced… more
- CVS Health (Rye, NY)
- …Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to ... out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer...make an impact! **Physical Requirements** + Physical abilities to support the essential functions of the role as listed… more
- Intermountain Health (Albany, NY)
- …is in a hospital. It ensures accurate capture of appropriate codes in support of the provision of value-based care by Intermountain Healthcare to appropriate ... questions received by facility caregivers including CDI RNs, Quality and Physician Advisor Services MDs. This position supports higher level analytics for CDI… more
- Guardian Life (New York, NY)
- …Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and ... and families. Success is measured by GDC growth within targeted segments and advisor engagement across the HNW planning continuum. **You are** + Self-motivated and… more
- US Bank (New York, NY)
- …we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our ... and serving more clients' operational needs. As a key advisor to the Head of Institutional Client Group, this...& Integrated Client Sales** + Serve as a key advisor to the Head of ICG, contributing to enterprise-wide… more
- Wells Fargo (New York, NY)
- …assessing a client's financial position and risk level and acting as an advisor to leadership for highly complex situations for both prospective and existing clients ... engage with all levels across the enterprise and serve as an expert advisor to leadership to resolve client issues and achieve business objectives while leveraging… more
- Citizens (Rochester, NY)
- …this position you will receive training materials, coaching, and dedicated time and support to successfully pass your Series 7 and 66 exams. The Investment Assistant ... II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison between operations and internal departments,… more
- JPMorgan Chase (New York, NY)
- …enhance the investment platform, focusing on improving client outcomes and advisor experiences. The team collaborates extensively with various stakeholders and ... and other areas to enhance our expansive investment product offering and advisor toolset. Through the enhancements you curate, you will improve the day-to-day… more
- Citigroup (New York, NY)
- …position responsible for serving as subject matter expert and key legal advisor to business stakeholders, functional partners, and the Legal Management Committee by ... overall objective of this role is to provide legal support , advice, and guidance across M&A and Citi Businesses...a manager. **Responsibilities:** + Serve as a partner and advisor on mergers, acquisitions, divestitures (including sell downs or… more
- World Insurance Associates, LLC. (Buffalo, NY)
- …payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to ... all sales and marketing tactics (with extensive corporate marketing support ) to move prospects through your funnel to closing...be willing to become each client's trusted risk management advisor and bring the entire World platform to each… more