- Raymond James Financial, Inc. (NY)
- …working relationships through communication and personal meetings with the client the Financial Advisor and the client's professional legal and tax advisors. ... estate tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews...staff. + May coach and mentor subordinates and identifies training needs and create development plans. + Establishes objectives… more
- World Insurance Associates, LLC. (Rochester, NY)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top… more
- Wells Fargo (New York, NY)
- …Banking (CIB) delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide ... this role, you will:** + Act as a trusted advisor to Banking's leadership team, including the CAO and...one or a combination of the following: work experience, training , military experience, education **Desired Qualifications:** + 5+ years… more
- KeyBank (Tarrytown, NY)
- …New York 10019 **JOB BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families with a ... with the Wealth Consultant and Regional Planning Strategist in building client financial plans + Co-facilitates the Family Wealth Legacy Day's and develops custom… more
- BMO Financial Group (New York, NY)
- Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship ... relationship development plan for all assigned clients under the direction of wealth advisor / relationship manager to maximize client lifetime value. + Acts as the… more
- JPMorgan Chase (New York, NY)
- …offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, ... other advisors (attorney, accountant); highly respected by external professional advisor community. + Develop, retain and deepen trust account relationships.… more
- City of New York (New York, NY)
- …or protect themselves from physical or mental injury, neglect , maltreatment, or financial exploitation; are in need of protection from actual or threatened harm, ... APS ensures that medical and psychiatric services, eviction prevention, financial management, home care, legal services and as last...these units. The Executive Director serves as a chief advisor to the APS Deputy Commissioner on all matters… more
- Broadridge Financial Solutions (New York, NY)
- …direction of our North American operations, growing the business while achieving financial targets, driving sales and marketing and building our roadmap. You will ... leadership. + Organization development and drive team to achieve financial , client service and sale targets on a continuous...+ Proven ability to develop and deliver Digital and Advisor product and technology capabilities. + Experience using data… more
- Anywhere Real Estate (Buffalo, NY)
- …fundamentals and multiple sales strategies. Actively participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : ... enablement and growth teams to achieve and improve effectiveness. + **Sales Advisor :** Guide prospects through all phases of the sales process independently with… more
- Anywhere Real Estate (Rochester, NY)
- …fundamentals and multiple sales strategies. Actively participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : ... enablement and growth teams to achieve and improve effectiveness. + **Sales Advisor :** Guide prospects through all phases of the sales process independently with… more