- 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. ... account reviews, report generation and meeting documentation/notes + Consult with lead advisor on investment strategies based on individual financial and… more
- Edward Jones (Watkins Glen, NY)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own… more
- Edward Jones (Cheektowaga, NY)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered… more
- JPMorgan Chase (New York, NY)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth ... referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships;… more
- Bank of America (Rochester, NY)
- …Associate , Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America ... Credit Solutions Advisor - Southtown Rochester, New York **To proceed...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- KeyBank (Tarrytown, NY)
- …660 White Plains Road - Tarrytown, New York 10591 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and ... The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach...clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities. +… more
- KeyBank (Greece, NY)
- …Latta Road - Greece, New York 14612 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. FWA's ... and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling...during the transaction to deepen and expand the client relationship . + Acts as a resource to identify and… more
- City of New York (New York, NY)
- …through ACS and its vendor partners and other city agencies. The IT Relationship Manager will manage IT portfolios for different programs within the agency. These ... Portfolio, Administration, Division of Policy Planning and Measurement, Division of Financial Services and Executive Portfolio. Candidate will be responsible for… more
- JPMorgan Chase (New York, NY)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you ... will offer comprehensive financial planning and advice to individuals and families. Your...solutions to clients by relying on thought leadership and relationship -building skills. Through a focus on relationship … more
- JPMorgan Chase (New York, NY)
- …Operations, Marketing, and Technology to implement complex, transformational change. As an Associate within the Business Transformation Team you will work as part of ... detailed operating model for business changes + Leverage understanding of client and advisor wealth management processes (front and back office), such as client … more