- KeyBank (Schenectady, NY)
- …Road - Schenectady, New York 12304 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...capabilities within Key (required) **Licenses and Certifications** + FINRA License S6 Upon Hire (required) + FINRA License… more
- KeyBank (West Sand Lake, NY)
- …- West Sand Lake, New York 12196 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. Personal ... to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of… more
- Lincoln Financial (Albany, NY)
- …capitalize on the opportunities to cross sell and penetrate new and existing financial advisors. + Conducts firm/ advisor meetings to achieve sales targets. (eg ... you'll be doing** + Develop deep understanding of Lincoln Financial 's Alternatives platform and effectively represent individual solutions, to...for this position. + FINRA Series 7 and 63 License + Bachelor's degree or equivalent work experience +… more
- CBRE (Albany, NY)
- …Business Development * Evaluates industry and business trends and analyzes financial performance indicators for potential impact on operations and responds with ... development acumen and materially impacts new business awarded to CBRE. ** Financial Performance** * Prepares and oversees annual budget. Effectively understand and… more
- KeyBank (Voorheesville, NY)
- …Rd - Voorheesville, New York 12186 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of… more
- KeyBank (Webster, NY)
- …Boulevard - Webster, New York 14580 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. As ... distinctive quality service. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper … more
- Citigroup (New City, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +...team player able to work without direction + FINRA license : Group 1 Insurance, SIE, Series 6, 63+65, Life… more
- City of New York (New York, NY)
- …INCLUDE BUT NOT BE LIMITED TO: Under the direction of the Supervising Public Health Advisor , the Public Advisor II will: Conduct home visits to eligible mothers, ... maternal and child health, and health education NYS driver's license Strong written and verbal communication skills Fluency in...per a 2024 assessment. o additional health, fitness, and financial benefits may be available based on the position's… more
- ServiceNow, Inc. (New York, NY)
- …secure, scalable customer workflow solutions on the ServiceNow NOW Platform for financial services clients. The role requires deep knowledge of regulatory and audit ... executives to align technical solutions with business objectives. As a trusted advisor , you will lead complex pre-sales engagements, design innovative solutions, and… more
- KeyBank (Eden, NY)
- …Main Street - Eden, New York 14057 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their … more