- James Perse Los Angeles (Madison, NY)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR MADISON AVENUE (UPPER EAST SIDE) LOCATION OBJECTIVE OF THE POSITION The Senior Client ... Advisor is responsible for achieving all objectives set forth...sales. They will set the example in areas of customer service excellence, adherence to visual merchandising standards, and… more
- JPMorgan Chase (Islip, NY)
- …taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. ... to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients… more
- Bank of America (Saratoga Springs, NY)
- …II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at ... Credit Solutions Advisor - SARATOGA Financial Center Saratoga Springs, New...and gather any additional required information. + Has effective customer service skills with ability to manage the full… more
- CIBC (New York, NY)
- …Administration, you will be responsible for the pre-acceptance review of new trust business where CIBC National Trust Company ("NTC") or CIBC Delaware Trust ("DTC") ... interview._ **How you'll succeed** Work with Private Wealth Relationship Managers and Business Development Officers to review potential new trust business and… more
- Canon USA & Affiliates (Melville, NY)
- …the Role** Canon USA, Inc. in Melville, NY is currently seeking a Budget Advisor ( Advisor , Budget). Lead financial contact for CSG. Responsible for managing the ... Business Unit budget submission and Financial reporting. This position...and impactful work? Driven by our mission of exceeding customer expectations with our technologies and enriching the lives… more
- TD Bank (New York, NY)
- …your recruiter who can provide you more specific details for this role. **Line of Business :** TD Wealth **Job Description:** The Financial Advisor (FA) role is a ... believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance… more
- TD Bank (Rego Park, NY)
- …**Line of Business :** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors ... believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance… more
- TD Bank (Brooklyn, NY)
- …your recruiter who can provide you more specific details for this role. **Line of Business :** TD Wealth **Job Description:** The Financial Advisor (FA) role is a ... believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance… more
- Centers Plan for Healthy Living (Staten Island, NY)
- …they need for healthy living. JOB SUMMARY : The Licensed Benefits Advisor - Medicare Sales, Maintains relationships, services our existing customers and secures new ... and Medicaid Services (CMS) and company policies and regulations. The Licensed Benefits Advisor will develop a presence in the community and serve as a point… more
- 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, ... who live, work, worship, attend school or maintain a business or other legal entity in Chemung, Steuben, Tioga,...to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are not limited to,… more