- JPMorgan Chase (New York, NY)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60… more
- Santander US (Queens, NY)
- Financial Advisor - Centralized, Whitestone, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... **We Want to Talk to You!** **The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives,… more
- TD Bank (Rego Park, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... for financial advisors or planners who will be providing ...and partners; up to 75% of time + Driver's License required **Customer Accountabilities:** + Understands and supports the… more
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Manager (FAM) is responsible for the direct management of ... a team of Financial Advisors. Key objectives of this job include hiring,...within assigned Market; about 75% of time + Driver's License required **OCC Language:** + This position is with… more
- CVS Health (Albany, NY)
- …with heart, each and every day. **Position Summary** The Health Plan Clinical Advisor is a client facing role that manages the clinical relationship by influencing ... other senior health plan leaders. The Health Plan Clinical Advisor should be able to manage at least 2...to understand and drive each of their client's priorities, financial targets, clinical goals and other commitments to their… more
- KeyBank (Pearl River, NY)
- …by working the book of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow year-over-year ... New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- Helen Keller National Center for Deaf Blind Youths… (Sands Point, NY)
- …time career opportunity available to join the HKNC team as a Assistant Program Advisor in our Destiny group home department located in Port Washington, NY. SUMMARY ... Life Coaches and Overnight Awake staff under the supervision of the Program Advisor . + Supervises and assists with evaluating work performance of Job Coaches, Life… more
- Travelers Insurance Company (Albany, NY)
- …compliance requirements. As a result, InsuraMatch requires that all InsuraMatch Insurance Advisor Trainees obtain and maintain an insurance license (either ... Openings** 25 **What Is the Opportunity?** As an Insurance Advisor Trainee, you will learn to serve as a...state. + Each state will evaluate any/all criminal and financial background incidents to determine license eligibility.… more
- KeyBank (Cheektowaga, NY)
- …Cheektowaga, New York 14225 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and ... financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to… more
- Mohawk Valley Health System (Utica, NY)
- …The Physician Advisor guides the team to improve clinical and financial outcomes with documentation and clinical education. Core Job Responsibilities + Educate ... PHYSICIAN ADVISOR Department: CASE MANAGEMENT Job Summary The Physician...Track and trend outcome Key Performance Indicators (KPIs) for financial and compliance best practice results. Provide individual education… more