- NBT Bank (Williamsville, NY)
- …Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover ... additional investment and insurance needs and to develop deeper relationships through financial planning with a focus on retention and replication of their best… more
- H&R Block (New York, NY)
- Our Company At H&R Block, we believe in the...stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health… more
- Humana (Albany, NY)
- …to address healthcare opportunities and challenges with technology-enabled solutions. As an Advisor in our team, you'll enable Humana leaders as they leverage modern ... Experience working with/in large organizations + Business analytics and/or financial experience + Master's or other post-secondary degree **Additional Information**… more
- Tiffany & Co. (New York, NY)
- …and to contribute to Tiffany & Co.'s continued legacy. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying the Tiffany brand in ... leave, as well as programs that support mental, emotional, physical, and financial well-being. We also offer competitive pay, medical, dental, and vision insurance,… more
- JPMorgan Chase (New York, NY)
- …collaboration. Elevate your career with us and make a significant impact in the financial industry. As an Attorney in the JPMorgan Asset Management legal team, you ... can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work. If these values resonate with you, we… more
- JPMorgan Chase (New York, NY)
- …history, including pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of America's households and small ... businesses achieve their financial goals through a broad range of ...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- M&T Bank (Hauppauge, NY)
- …of sales strategies to grow client base .Promote and sell the full array of financial services distributed by the Company to current and new clients. + ... Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the … more
- MUFG (New York, NY)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... With a vision to be the world's most trusted financial group, it's part of our culture to put...material job duties of this role for which the Company reasonably believes that criminal history may have a… more
- Amazon (New York, NY)
- …compliance requirements in key market verticals and regulated industries, such as financial services, healthcare, life sciences, and energy. - Solutions - Scope and ... Inclusive Team Culture AWS values curiosity and connection. Our employee-led and company -sponsored affinity groups promote inclusion and empower our people to take… more
- Northwell Health (Lake Success, NY)
- …and provides guidance on high-impact strategies and solutions based on financial , operational, technology and market analyses to help increase the profitability ... and opportunities consistent with the mission and strategic direction of the company . + Promotes quality and productivity improvements through involvement in the… more
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