- GAF (New York, NY)
- …what role, tenure, or department, under this roof you are helping to build the market leader in commercial roofing. Under this roof, we are assembling a winning team ... impact for our planet and our communities. Becoming the market leader only happens when everyone feels they have...protect what matters most. **Team Summary** The Specified Solutions Advisor is a critical member of the Building and… 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 ... New York 10541 **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
- Broadview FCU (Albany, NY)
- …community then you have come to the right place! Summary of Role: To provide financial service s and advice to mid- market and younger investors . Responsible for ... to clients and work ing proactively to grow the Financial Services Group and retain existing clients. Essential Job...inquiries about service opportunities . + Stay abreast of market trends and satisfactorily complete all required courses to… more
- Bank of America (Rochester, NY)
- …referrals to appropriate internal partners based on client needs + Partners with financial center leaders, performance managers, and market leaders to provide ... Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1… more
- JPMorgan Chase (New York, NY)
- … Market Insights team to aid clients' understanding of the ever-changing market landscape + Assist financial advisors in constructing strong risk-adjusted ... individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our...with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will… 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 ... by providing timely solutions. In collaboration with a Client Advisor , you will aim to meet the objectives for...Insights team to aid clients' understanding of the ever-changing market landscape + Assist financial advisors in… more
- Citigroup (New York, NY)
- The Wealth Lending Advisor for Asset Management Group (AMG) is a strategic professional lender who closely follows the latest trends in the Asset Management industry ... employees in the Global Asset Manager Industry, an expansion market in the Global Wealth business. This individual will...and strong commercial awareness is a necessity. The Lending Advisor will work closely with both Private and Institutional… more
- Humana (Albany, NY)
- …within Enterprise Growth and across the broader organization + Conducting industry, market , competitor, and financial analysis and identifying insights for ... and help us put health first** The Strategy Advancement Advisor provides data-based strategic direction to identify and address...segments or the company at large. The Strategy Advancement Advisor works on problems of diverse scope and complexity… more
- CUNY (Bronx, NY)
- Student Academic Senior Advisor for Allied Health Career Pathways **POSITION DETAILS** Provides expert and/or specialized academic and career counseling to a diverse ... within the college's workforce development and allied health programs. The Student Advisor for Allied Health Career Pathways (Student Academic Advisor -Sr) is… more
- Tompkins Community Bank (Mount Kisco, NY)
- …and facilitate client meetings with professionalism and clarity. + Monitor and adjust financial plans based on market conditions and client life changes. + ... Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client...client relationships by delivering comprehensive wealth planning and coordinated financial strategies aligned with each client's goals and values.… more