- Lincoln Technical Institute (Whitestone, NY)
- …+ Assist with additional duties and responsibilities as requested/assigned. Requirements for a Financial Aid Advisor + Associate 's degree or an equivalent ... Lincoln Tech is seeking an on-campus Financial Aid Advisor who will serve as the support liaison between corporate financial aid services and the campus.… more
- Kestra Financial (Wappingers Falls, NY)
- The Associate /Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This ... account reviews, report generation and meeting documentation/notes + Consult with lead advisor on investment strategies based on individual financial and… more
- KeyBank (Pearl River, NY)
- …93 N Middletown Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a ... of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor... financial planning. + Partner with Private Client Advisor to grow year-over-year revenue. + Develop a strong… more
- KeyBank (Mahopac, NY)
- **Location:** 981 Route 6 - Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a ... of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor... financial planning. + Partner with Private Client Advisor to grow year-over-year revenue. + Develop a strong… more
- JPMorgan Chase (New York, NY)
- …invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be responsible ... helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of … more
- Edward Jones (Sunnyside, NY)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more
- JPMorgan Chase (New York, NY)
- …invested, staying invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist financial ... individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our...by providing timely solutions. In collaboration with a Client Advisor , you will aim to meet the objectives for… more
- Edward Jones (Syracuse, NY)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered… more
- JPMorgan Chase (New York, NY)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth ... Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made...not available in all states. Chase is a leading financial services firm, helping nearly half of America's households… more
- Genesee Community College (Batavia, NY)
- …Posted On: Thu Jul 3 2025 Job Description: GENERAL FUNCTIONS: The Student Financial Services Advisor will assist the Bursar and the Controller in ... general and one-to-one counseling to students to assist them in satisfying their financial obligations to the College. The position will be responsible for the… more