- Excellus BlueCross BlueShield (Buffalo, NY)
- …handling. This includes but is not limited to acting as a strategic advisor to support clients in the decision-making process relative to benefit design, financial ... and assist with retention activities as a trusted Labor Advisor . For Ancillary Accounts: positions in this area are...sales or insurance industry experience required. A combination of education and experience may be considered. + Working knowledge… more
- CVS Health (Roslyn Heights, NY)
- …Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to ... + Seek out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer needs, effective upselling… more
- Hillside Family of Agencies (Rochester, NY)
- …the Executive Directors, Vice Presidents, Chief Operating Officer and Legal Advisor . Essential Job functions + Lead the development, implementation and continuous ... liaison to the Funder's Contract/Business Office, consults with Hillside's Legal Advisor regarding contracts, and advises/supports ED/VPs as they negotiate details… more
- Bank of America (New York, NY)
- …world specializing in goals-based wealth management, including planning for retirement, education , legacy, and other life goals through investment advice and ... through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions… more
- Citizens (Rochester, NY)
- …66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison between ... for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating all prospecting… more
- Guardian Life (New York, NY)
- …a team of retirement and benefits professionals and serves as a key advisor on plan design, colleague engagement, and regulatory matters. With deep expertise in ... and mitigating risks. + Develop and implement targeted communication and education strategies to drive colleague engagement and understanding of retirement programs,… more
- TEKsystems (New York, NY)
- …traditional management responsibilities and positions you as a strategic advisor and trusted thought partner within the organization. Technical Responsibilities: ... Keeping all relevant certifications renewed and current. + Continuing education and knowledge upskilling. Lead/Managerial Responsibilities: + Trusted Thought… more
- Wells Fargo (New York, NY)
- …. **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- TD Bank (New York, NY)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... presentation at the division level, industry conferences, workshops, etc. ** Education & Experience:** + Undergraduate degree required + 10+...the divisional annual plan + Acts as lead audit advisor to management and respective teams for area of… more
- Neuberger Berman (New York, NY)
- …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management, ... wealth monthly/quarterly client-facing reporting. + Represent Neuberger Berman Technology alongside advisor training teams during the rollout of new processes and… more