- Wells Fargo (New York, NY)
- …by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing ... expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as an advisor to senior leadership to… more
- City National Bank (New York, NY)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- Heritage Financial Credit Union (Middletown, NY)
- …NY (http://maps.google.com/maps?q=25+Rykowski+Lane+Middletown+NY+USA+10941) Description Come join Heritage Financial Credit Union's Internal Audit Team as ... audit and compliance expertise to drive meaningful change in a mission-driven financial institution that values integrity, innovation, and member trust? Are you… 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
- KeyBank (New York, NY)
- …years Formal Commercial credit training & experience from a bank or financial institution (required) **Tactical Skills** + Trusted Advisor : Ability to build ... York, New York 10019 **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of core… more
- 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. ... 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
- JPMorgan Chase (Rochester, NY)
- …will support you in getting there. JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 260,000 employees and ... offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets,… more
- JPMorgan Chase (New York, NY)
- …decedent for estate tax purposes. JP Morgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 260,000 employees and ... offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets,… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from Financial ... issues. + Prepares customized written industry and company specific reports upon request to Financial Advisor . + Assists in development of financial models… more
- American Express (New York, NY)
- …while upholding the Company's commitment to regulatory compliance and financial integrity through strategic collaboration with internal business partners and ... The ideal candidate has strong subject matter expertise across key financial regulations applicable to Finance organizations. **Key Responsibilities:** + Serve as… more