• Associate Private Client Advisor

    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...member. + Ability to use standard office equipment, proprietary financial services systems . + In the event… more
    KeyBank (07/08/25)
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  • Associate Private Client Advisor

    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...member. + Ability to use standard office equipment, proprietary financial services systems . + In the event… more
    KeyBank (06/12/25)
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  • Finance Manager, Selling Partner Services

    Amazon (New York, NY)
    …and Customers. If you are interested in risk management, compliance, and acting as a financial advisor to a organization stopping crime, this is the role for ... to help reduce costs, acting as the trusted finance advisor for the organization on complex, confidential projects, while...tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD… more
    Amazon (07/12/25)
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  • Senior Wealth Advisor SAFE Act - Forest…

    Citigroup (New York, NY)
    …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
    Citigroup (07/25/25)
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  • CSI Investment Assistant II

    Citizens (Rochester, NY)
    …7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... be responsible for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating… more
    Citizens (08/16/25)
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  • Trust Consultant - External Sales

    Raymond James Financial, Inc. (New York, NY)
    …working relationships through communication and personal meetings with the client the Financial Advisor and the client's professional legal and tax advisors. ... + Supplies technical estate tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews trusts, wills and other… more
    Raymond James Financial, Inc. (07/26/25)
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  • Senior Director, Finance, Business Development

    Memorial Sloan-Kettering Cancer Center (New York, NY)
    …this role, you will collaborate with executive leadership, serving as a trusted financial advisor and thought leader in growth and business development ... initiatives. You will drive all financial efforts for a diverse portfolio of business development...strategy projects, and M&A/JV execution in a large healthcare system or academic medical center. Consulting backgrounds welcome, especially… more
    Memorial Sloan-Kettering Cancer Center (08/13/25)
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  • Vice President, Portfolio Management (Upper Middle…

    KeyBank (Syracuse, NY)
    …with Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable ... Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar… more
    KeyBank (08/02/25)
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  • Wealth Relationship Manager SAFE Act - C12

    Citigroup (New York, NY)
    …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. +...a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier… more
    Citigroup (08/21/25)
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  • Citi Wealth - Wealth Relationship Manager…

    Citigroup (Huntington, 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. +...a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier… more
    Citigroup (08/15/25)
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