• Family Wealth Sr. Fiduciary Advisor

    KeyBank (New York, NY)
    …engaging a Relationship Manager to ensure that a complete and positive client experience is achieved and maintained. + Responsible for retaining and ... client receives an industry leading family office experience . While serving UHNW clients, the Fiduciary Advisor...of client servicing and execution of the client experience . + Develops a strong understanding… more
    KeyBank (08/21/25)
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  • Trust Advisor II - Personal Fiduciary…

    Comerica (New York, NY)
    Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance is a professional collaboration between two great financial firms. Our alliance ... capabilities, as well as the services of their Financial Advisor , delivered through a customized, service-driven model. The Trust... I is responsible for serving as a relationship manager for a book of business by providing by… more
    Comerica (10/17/25)
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  • Merrill Experienced Financial Advisor

    Bank of America (Buffalo, NY)
    …focused and effective **Job Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California;...practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth… more
    Bank of America (10/10/25)
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  • Senior Wealth Advisor

    M&T Bank (New York, NY)
    …**Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating ... (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of… more
    M&T Bank (09/04/25)
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  • Senior Wealth Advisor - Nassau County

    Citigroup (East Meadow, NY)
    …Citi policies and procedures **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** ... the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
    Citigroup (11/08/25)
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  • Financial Advisor

    TD Bank (West Babylon, NY)
    …suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience + Identifies ... **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a...+ Ensures all NEW clients receive the complete on-boarding experience , which includes: a thorough client discovery,… more
    TD Bank (10/31/25)
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  • Financial Advisor - Borough Park

    TD Bank (Brooklyn, NY)
    …suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience + Identifies ... of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a...+ Ensures all NEW clients receive the complete on-boarding experience , which includes: a thorough client discovery,… more
    TD Bank (10/31/25)
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  • Financial Advisor

    Atria Wealth Solutions (Corning, NY)
    …Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in Corning, ... to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are not limited to,...investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager… more
    Atria Wealth Solutions (11/06/25)
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  • L'Oreal Luxe Beauty Advisor

    L'Oreal USA (New York, NY)
    …achieve individual and counter sales goals as agreed with your line manager . + Building Client Relationships: Proactively build authentic relationships with ... / Job Search (https://careers.loreal.com/en\_US/jobs/SearchJobs) / 224457 L'Oreal Luxe Beauty Advisor New York, NY, New York Apply now (https://careers.loreal.com/en\_US/jobs/ApplicationMethods?jobId=224457)… more
    L'Oreal USA (11/18/25)
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  • Financial Solutions Advisor - South…

    Bank of America (Brooklyn, NY)
    …/ GED / Secondary School or equivalent **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral ... Financial Solutions Advisor - South Brooklyn / Staten Island Market...them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on… more
    Bank of America (11/08/25)
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