- UMB Bank (Albany, NY)
- **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer portfolio ... + Provides consultation to plan sponsors on the development of a participant education program to support the client's objectives. Facilitate or deliver participant … more
- City National Bank (New York, NY)
- *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... the solutions being provided. * Maintain all appropriate training and continuing education requirements for licenses and certifications. * Ensure that all required… more
- International Shoppes, LLC (Queens, NY)
- …feet. You want more than just a job; you want an opportunity to grow and build a career . We have great career opportunity in our stores - where many of our best ... you on board! International Shoppes is hiring! The Beauty Advisor will be responsible for selling specific brand merchandise...and tables. + Other duties as assigned by management. Education & Experience: + High School diploma, GED or… more
- Citizens (Irondequoit, NY)
- …plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... financial planning, investment management, insurance, and estate planning. Qualifications, Education , Certifications and/or Other Professional Credentials + Series 7,… more
- Raymond James Financial, Inc. (Plattsburgh, NY)
- **Job Summary** We are seeking a Financial Advisor to join our team who has a shared vision of clients being our main priority. The successful candidate must be ... responsible, confident, self-motivated and a team player. The Financial Advisor is responsible for entering client trades, servicing client requests, and ensuring… more
- Aaron's Inc (Troy, NY)
- **Customer Accounts Advisor ** The salary range for this role is $16.50 to $17.50 per hour*. _This position is also eligible for incentive pay based on performance._ ... ensuring customers are 100% satisfied with the product. As a Customer Account Advisor , you will build relationships with our customers over the phone and… more
- KeyBank (Machias, NY)
- **Location:** 1000 Oakbrook Drive, Ann Arbor Michigan **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...in the best interests of Key's clients and Key. ** Education ** + High School Diploma or equivalent experience (required)… more
- Aaron's Inc (Olean, NY)
- …is also eligible for incentive pay based on performance.** **Customer Accounts Advisor ** Aaron's Customer Account Advisors serve as coaches to our customer, driving ... ensuring customers are 100% satisfied with the product. As a Customer Account Advisor , you will build relationships with our customers over the phone and… more
- Citigroup (New York, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to meet the financial needs… more
- Santander US (Brooklyn, NY)
- Financial Advisor - Centralized, Brooklyn, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an… more
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