- 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 (Staten Island, NY)
- Financial Advisor - Centralized, Staten Island, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in ... interested in exploring the possibilities **We Want to Talk to You!** The Financial Advisor - Centralized is responsible for identifying needs, understanding… 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 ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- TD Bank (Brooklyn, 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
- KeyBank (Mahopac, 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 ... **Job Description Preview** **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
- 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
- GAF (New York, NY)
- …under this roof, we protect what matters most. **Team Summary** The Specified Solutions Advisor is a critical member of the Building and Roofing Science Team. This ... into a wide range of construction projects. **Job Summary** The Specified Solutions Advisor will support GAF Commercial and Siplast sales teams. As a Specified… 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
- City of New York (New York, NY)
- …Summary: We are seeking an experienced individual to serve as a Senior Policy Advisor in the Office of the Commissioner. This critical executive role in the ... their impact across New York City. The Senior Policy Advisor will directly report to the First Deputy Commissioner...per a 2024 assessment. o additional health, fitness, and financial benefits may be available based on the position's… more