- Bank of America (Brooklyn, NY)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Registration Candidate - Greenpoint Financial Center Brooklyn,...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Edward Jones (Watkins Glen, NY)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... reflective of their performance. **What characteristics would make you a successful financial advisor ?** + An interest in financial services /markets and how they… more
- Truist (New York, NY)
- …the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering ... tolerance to determine which financial strategies and solutions best meet the client 's needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the… more
- Publicis Groupe (New York, NY)
- …stakeholders at all levels, especially C-level executives, acting as a strategic advisor . + Understand client business models, strategic priorities, and industry ... for clients and the agency. Acting as a trusted advisor to senior executives, you'll combine strategic vision with...and success metrics for enterprise CRM programs to drive client growth and guide strategy development and execution. +… more
- KeyBank (New York, NY)
- …with Regional Trust Director and applicable Family Wealth team members on pricing, client service , compliance, and litigation issues, as needed and appropriate ... for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net...client loyalty and new business opportunities. + Assess client revenue opportunity based on complexity and service… more
- Bank of America (Saratoga Springs, NY)
- …'s financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client 's unique priorities + Presents ... Credit Solutions Advisor - SARATOGA Financial Center Saratoga Springs, New...requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending… more
- Tompkins Community Bank (Syracuse, NY)
- …Headquarters in Ithaca, or Syracuse, New York offices. Position Summary: The Wealth Advisor is responsible for building and maintaining client relationships by ... professionalism are essential to fostering trust and delivering exceptional service in a dynamic and client -focused environment....client strategy teams. + Act as a key advisor and resource to team members. + Collaborate with… more
- JPMorgan Chase (New York, NY)
- …a diverse suite of products and applications including, but not limited to; Advisor Services , Wealth Planning & Advice, Goal Based planning, liabilities ... asset allocation, tactical shifts and security selection and perform client portfolio reviews on a regular basis in conjunction...strategy and builds presentations on behalf of the Financial Advisor (s) + Ad Hoc service requests as… more
- City National Bank (New York, NY)
- …territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal ... *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior...tandem with an assigned SFA to provide sales and client and colleague service support coverage. The… more
- Edward Jones (Syracuse, NY)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...administrator to help you run your branch. World-class products, services and support. And the stability of a firm… more