- Bank of America (New York, NY)
- …Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior ... world specializing in goals-based wealth management, including planning for retirement, education , legacy, and other life goals through investment advice and… more
- Bank of America (New York, NY)
- …strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on ... develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial… more
- Wells Fargo (New York, NY)
- …Growth Strategy or a related field, demonstrated through work experience, training, military service , or education . + Successfully completed FINRA Series 7, 63 ... Securities-Based Lending, Custom Credit, and core deposit products. + Deliver ongoing education and training to Financial Advisors, equipping them to better serve… more
- HUB International (New York, NY)
- …HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Deputy Chief Compliance and ... and Risk Officer in implementing, updating, and maintaining SEC investment advisor and/or FINRA compliance policies and procedures. This means assisting in… more
- Excellus BlueCross BlueShield (Buffalo, NY)
- …associated with this role, candidates must reside in our Western NY service area (consisting of Allegany, Cattaraugus, Chautauqua, Erie, Genesee, Niagara, Orleans ... is responsible for sales and leading the provision of service solutions of assigned accounts and territories. The incumbent...but is not limited to acting as a strategic advisor to support clients in the decision-making process relative… more
- CVS Health (New York, NY)
- …Experience** + Seek out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer needs, effective ... + Seek to further your product knowledge and client service skills. As a retail beauty advisor ,...for beauty + High school diploma or equivalent preferred ** Education ** High School diploma or equivalent preferred but not… more
- Wells Fargo (New York, NY)
- …. **In this role, you will:** + Assist Financial Advisor (s) with sales, service , and operational related activities ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… 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 ... operations and internal departments, promptly responding to all client service requests, client appointment scheduling and preparation, and audit preparation while… 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 ... all involved stakeholders. + Oversee the receipt and assessment of proposed service contracts, conducting high-level risk and impact analyses, ensure compliance and… more
- Hudson Valley Community College (Troy, NY)
- …in career and transfer preparation, workforce training initiatives, distance learning and service to a diverse population of students. Hudson Valley has an extension ... like to join our team and continue to build on decades of successful service to our community. Applications are being accepted for an Advising Specialist on the… more