- 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
- GAF (New York, NY)
- …into a wide range of construction projects. **Job Summary** The Specified Solutions Advisor will support GAF Commercial and Siplast sales teams. As a ... 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… 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...skills** + Bachelor's degree required + Two years of financial service experience and/or related sales leadership… more
- Bank of America (Rochester, NY)
- …and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, ... 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)
- …Qualifications, Capabilities, and Skills** + Bachelor's degree + Self-starter with passion for sales and the financial markets + Proven results shown through ... Series 63 **Preferred Qualifications, Capabilities, and skills** + Two years of financial service experience preferred and/or related sales leadership experience… more
- Travelers Insurance Company (Albany, NY)
- …Imagine loving what you do and where you do it. **Job Category** Sales **Compensation Overview** The annual base salary range provided for this position is ... - $66,100.00 **Target Openings** 5 **What Is the Opportunity?** As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor… more
- Tiffany & Co. (Manhasset, NY)
- …and an entrepreneurial spirit is prevalent in the make-up of every client advisor . Developing client relationships and exceeding sales plan is first and ... plan is first and foremost in the Tiffany client advisor 's skill set. ** Sales :** Deepen the relationship...well as programs that support mental, emotional, physical, and financial well-being. We also offer competitive pay, medical, dental,… more
- JPMorgan Chase (Valley Stream, NY)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your… more
- Tompkins Community Bank (Mount Kisco, NY)
- Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client relationships by delivering comprehensive wealth planning and ... coordinated financial strategies aligned with each client's goals and values....goals and values. This role serves as a key advisor and team collaborator, integrating investment, banking, trust, and… more
- KeyBank (Brewster, NY)
- …$50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable ... Brewster, New York 10509 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more