- Kestra Financial (Wappingers Falls, NY)
- …to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong ... critical in handling the day-to-day client management on behalf of the Lead Advisor . Essential Duties and Responsibilities + Supports Lead Advisor including… more
- Bank of America (Rochester, NY)
- Credit Solutions Advisor - Southtown Rochester, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Rochester/Credit-Solutions- Advisor Southtown\_25032309) **Job Description:** **Credit Solutions Advisor … more
- Friendly Auto Group (Newburgh, NY)
- …and managing that relationship , providing all aspects of a traditional Service Advisor role. + Ensure that work is being dispatched properly, and to the benefit ... Automotive Service Advisor Middletown, NY MUST HAVE PRIOR AUTOMOTIVE SERVICE...customers and the service department. They will provide exceptional customer service and ensure the smooth operation of the… more
- Comerica (New York, NY)
- …service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to specific ... Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic...task, meet service standards and are focused on the customer . Position Responsibilities: Manages more routine accounts in accordance… more
- GAF (New York, NY)
- …commercial roofing. Under this roof, we are assembling a winning team that puts the customer at the center of every decision and doesn't back down from hard work. ... under this roof, we protect what matters most. **Team Summary** The Specified Solutions Advisor is a critical member of the Building and Roofing Science Team. This… more
- Tompkins Community Bank (Mount Kisco, NY)
- Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client relationships by delivering comprehensive wealth planning and ... with each client's goals and values. This role serves as a key advisor and team collaborator, integrating investment, banking, trust, and insurance professionals to… more
- Centers Plan for Healthy Living (Staten Island, NY)
- …and plans they need for healthy living. JOB SUMMARY : The Medicare MAP Advisor - Will promote and sale MAP and Medicare Line of Business, maintains relationships, ... (CMS) and company policies and regulations. The Medicare MAP advisor will develop a presence in the community and...and recommend plans and enroll prospects based on the customer 's needs + Provide a positive customer … more
- JPMorgan Chase (New York, 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...solutions to your clients by relying on leadership and relationship -building skills. This will be done with a consistent… more
- Atria Wealth Solutions (Corning, NY)
- Through its relationship with CUSO Financial Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and ... to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are not limited to,...not limited to, the following: + Identifies and evaluates customer needs for financial services, assess the objectives and… more
- Santander US (Staten Island, NY)
- Financial Advisor - Centralized, Staten Island, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... exploring the possibilities **We Want to Talk to You!** The Financial Advisor - Centralized is responsible for identifying needs, understanding client objectives,… more