- KeyBank (Tarrytown, NY)
- …commitment to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of ... Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized...of this client promise acting as the primary client advisor developing and implementing strategies based on the client's… more
- Foresters Financial Services (Westbury, NY)
- …leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans ... financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as… more
- Bank of America (New York, NY)
- …Services, Credit, Risk Management (FX & Derivatives), Capital Raising & Advisory Services, Wealth Management and Financial Life Benefits. This job is responsible ... for providing advice and valuable financial solutions to complex...serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- Citigroup (New York, NY)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...of client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are… more
- Bank of America (New York, NY)
- …an impact. Join us! **Job Description:** This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- Scotiabank (New York, NY)
- …streamline and simplify payments, improve working capital performance, and mitigate financial risk. At Scotiabank, we embrace your strengths, ideas, and ambitions. ... client relationships, identifying new business opportunities, and delivering tailored financial solutions that align with client needs. You will...In this role, you will serve as a trusted advisor and single point of contact for clients, building… more
- Robert Half Finance & Accounting (New York, NY)
- …while ensuring compliance with relevant tax laws and regulations. * Provide proactive advice and guidance to clients on tax-efficient wealth preservation and ... to deliver tailored solutions that optimize their tax positions and financial strategies. Responsibilities: * Develop and implement tax planning strategies to… more
- Scotiabank (New York, NY)
- …streamline and simplify payments, improve working capital performance, and mitigate financial risk. At Scotiabank, we embrace your strengths, ideas, and ambitions. ... greater than $2 billion. You'll serve as a trusted advisor and single point of contract across all markets,...programs are designed to help support your unique family, financial , physical, mental, and social health needs. \#GTB Location(s):… more