- 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
- Robert Half Finance & Accounting (Albany, NY)
- Description We are looking for a dedicated Financial Advisor to join our team in Albany, New York. This role involves assisting clients with comprehensive financial ... The ideal candidate will provide expert guidance while fostering strong client relationships to help individuals achieve their financial goals. Responsibilities: *… more
- Sedgwick (New York, NY)
- …to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Environmental | Professional Liability | REMOTE **Job Description Summary** To ... coordinate case management within company standards, industry best practices and specific client service requirements; and to manage the total claim costs while… more
- NBT Bank (Williamsville, NY)
- …Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover additional investment and insurance needs and to ... customers/prospects to determine investment and insurance needs, recommends appropriate products/ solutions with a focus on retention and replication of their… more
- Jacobs (New York, NY)
- We are seeking a Sr AI Advisor , a leader to build and grow Jacobs' AI Advisory practice, helping our clients navigate the rapidly evolving AI landscape with trusted, ... for a leader who can combine strategic vision with hands-on delivery and client engagement. Key Responsibilities: * Lead and grow our AI Consulting and Advisory… more
- ServiceNow, Inc. (New York, NY)
- …visionary Lead Solution Architect (LSA) to serve as a trusted advisor , guiding our clients and internal teams through complex technical transformations. The LSA ... Leverage deep industry knowledge to tailor innovative technical strategies and solution recommendations that address client -specific challenges. . Bridge… more
- M&T Bank (Buffalo, NY)
- …Partner with Wealth Advisors to uncover needs and deliver sophisticated and innovative solutions to client and prospect financings or restructurings. + Manage ... Wealth Management team to present Wilmington Trust (WT) credit solutions to high net worth and ultra-high net worth...to best structure the facility that works for the client and the Bank. Manages the most complex borrowing… more
- IBM (Armonk, NY)
- … Architect for Infrastructure, you will be part of a team of Solution Architects focused on designing solutions with IBM's Infrastructure technologies focused ... with IBM technology and services that leverage and fit in with the client 's software, hardware, and infrastructure. A successful Solution Architect will look… more
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Manager (FAM) is responsible for the direct management of a team of ... planning and the distribution of Mass Affluent products including annuities, managed solutions and insurance as well as high net worth and brokerage referrals… more
- M&T Bank (Hauppauge, NY)
- …Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm.Work closely ... moving through sales cycle to meet sales goal.Implement and deliver specific solutions . + Leads client relationship review discussion with committee.Manage and… more