• Associate Account Manager, Employee Benefits

    World Insurance Associates, LLC. (Syosset, NY)
    …in the health insurance industry at an insurance carrier or insurance/employee benefits brokerage + Excellent communication and customer service skills as well as ... sales negotiation skills. + Life & Health License (preferred) + Must be proficient with MS Office: Word, Excel, and PowerPoint + Self-motivated and driven. Maintain a… more
    World Insurance Associates, LLC. (08/08/25)
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  • Wealth Strategist (Financial Planner)

    City National Bank (New York, NY)
    …clients. * Keep abreast of legislative and tax changes. * Participate in the sales process to grow revenue by calling on prospective clients in conjunction with the ... planning or related experience * Minimum 8 years of experience within Banking, Brokerage , or Insurance culture * CFP - Certified Financial Planner credential or the… more
    City National Bank (08/07/25)
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  • Senior Transaction Manager

    CBRE (New York, NY)
    …for a defined portfolio of commercial properties. This position is part of the Brokerage job family. Brokers are responsible for the buying, selling, and leasing of ... wide variety of commercial real estate products. + Coordinate the negotiation of sales , leases and amendments through a field broker. Track lease expirations and… more
    CBRE (08/01/25)
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  • Compliance Franchise Contracts Manager - US Remote

    Anywhere Real Estate (Rochester, NY)
    …Our Franchise Group delivers value to agents and brokers through powerful marketing, sales support systems, training, mentorship, and tools & technology that help to ... next move through our leading integrated services, which include franchise, brokerage , relocation, and title and settlement businesses, as well as mortgage… more
    Anywhere Real Estate (07/18/25)
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  • Citi Private Bank - UHNW Investment Counselor

    Citigroup (New York, NY)
    …, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team) + Implement a ... currencies, asset classes, markets and jurisdictions + Engage and advise clients on brokerage activity and execute trades seamlessly. + Actively look for cross sell… more
    Citigroup (07/03/25)
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