- Kestra Financial (Wappingers Falls, NY)
- The Associate /Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This ... critical in handling the day-to-day client management on behalf of the Lead Advisor . Essential Duties and Responsibilities + Supports Lead Advisor including… more
- KeyBank (Pearl River, NY)
- …93 N Middletown Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a ... Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects...member of the Branch team. + Assist Private Client Advisor in engaging licensed and non- licensed Branch personnel… more
- KeyBank (Mahopac, NY)
- **Location:** 981 Route 6 - Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a ... with all partners. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product… more
- JPMorgan Chase (New York, NY)
- …invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be responsible ... separately managed accounts in partnership with an External Client Advisor . This role provides an opportunity to demonstrate your...in a more user-friendly way + Partner with Client Advisor (external wholesaler) by being completely aligned on the… more
- JPMorgan Chase (New York, NY)
- …solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, operational ... through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available through Chase… more
- SAP (New York, NY)
- …for talent who are early in their career.** **Who You'll become** A Solution Advisor works closely with our customers and prospects to identify and solve business ... As a part of the sales team, a Solution Advisor is the "subject matter expert" responsible for the...and technical knowledge within the sales cycle. A Solution Advisor provides deal support by participating in discovery sessions,… more
- JPMorgan Chase (New York, NY)
- …invested, staying invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist financial advisors in ... by providing timely solutions. In collaboration with a Client Advisor , you will aim to meet the objectives for...in a more user-friendly way + Partner with Client Advisor (external wholesaler) by being completely aligned on the… more
- Lincoln Technical Institute (Whitestone, NY)
- …additional duties and responsibilities as requested/assigned. Requirements for a Financial Aid Advisor + Associate 's degree or an equivalent combination of ... Lincoln Tech is seeking an on-campus Financial Aid Advisor who will serve as the support liaison...success of our schools. Responsibilities for a Financial Aid Advisor + Assist students in completing their financial aid… more
- The Estee Lauder Companies (Central Valley, NY)
- …As one of our highly skilled sales associates you will combine your creative and technical expertise and passion for people to provide a welcoming, inspirational and ... **The Estee Lauder Companies Inc.** is one of the world's leading manufacturers, marketers, and sellers of quality skin care, makeup, fragrance, and hair care products, and is a steward of luxury and prestige brands globally. The company's products are sold in… more
- The Estee Lauder Companies (New York, NY)
- …As one of our highly skilled sales associates you will combine your creative and technical expertise and passion for people to provide a welcoming, inspirational and ... personalized in⁃store experience which educates and delights our customers. You will also like working as part of a high performing team to create impact with in⁃store events and to ensure that the store always achieves our high standards of visual… more