- JPMorgan Chase (New York, NY)
- …you with the opportunity to take your career to the next level. As a Wealth Advisor in the US Private Bank, you will help ensure that our clients' estate, income, ... understanding of their wealth and objectives. **Job Responsibilities** + Serve as an advisor to clients on personal planning matters + Identify opportunities for the… more
- Oracle (Albany, NY)
- …these critical areas. There will be a need to demonstrate strong technical and business inputs to prioritize the most important work that will see through Oracle's ... as C or C+Bonus: Experience in a Chief Architect or Technical Advisor role in a fast-paced, matrixed organizations **Responsibilities** 1. Technical Expertise… more
- US Bank (New York, NY)
- …been recognized as one of the world's Most Admired Companies. With a diversified business mix and industry leading debt ratings, US Bank is strong and stable, and ... positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team… more
- Reliant Community Credit Union (Rochester, NY)
- Float Member Service Advisor Rochester, NY (http://maps.google.com/maps?q=625+Titus+Avenue+Rochester+NY+USA+14617) Apply Job Type Full-time Description Status: ... Branches; Brockport, Henrietta, Irondequoit & Webster Shift/Hours:Full-time, based on business needs. Business hours areMonday-Thursday 9am-4pm, Friday 9am-5pm… more
- Raymond James Financial, Inc. (Plattsburgh, NY)
- **Job Summary** We are seeking a Financial Advisor to join our team who has a shared vision of clients being our main priority. The successful candidate must be ... responsible, confident, self-motivated and a team player. The Financial Advisor is responsible for entering client trades, servicing client requests, and ensuring… more
- Northwell Health (New Hyde Park, NY)
- …to team members. Identifies opportunities for operational improvement. The Cloud FinOps Advisor will play a key role in optimizing cloud spend while enabling ... working closely with Engineering, Finance, Software Development, Infrastructure, and Business Units. Job Responsibility 1.Provides strategic advice and guidance to… more
- Citizens (Brooklyn, NY)
- …plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and...+ A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. +… more
- KeyBank (Machias, NY)
- **Location:** 1000 Oakbrook Drive, Ann Arbor Michigan **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...the Bank (closed and accepted) by working book of business , lead lists, and closing on received referrals. +… more
- Santander US (Brooklyn, NY)
- Financial Advisor - Centralized, Brooklyn, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... to Talk to You!** **The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and making… more
- UNUM (Albany, NY)
- …Unum today! **General Summary:** Minimum starting hourly rate is $22.00 The Customer Benefit Advisor (CBA) I is the entry level in a three-level career path. A CBA ... role, the incumbent is responsible for demonstrating exceptional customer service for business serviced by Unum/Colonial Life. It is critical to provide accurate… more