- M&T Bank (Buffalo, NY)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of ... primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based… more
- Insight Global (New York, NY)
- Job Description The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing ... financial planning guidance & selling investment management solutions. A FA will need to leverage their...unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their… more
- Capital One (New York, NY)
- …Senior Manager, Compliance Advisor - Retail Bank performs a key risk management role (second line of defense), to help ensure corporate initiatives and processes ... comply with applicable laws and regulations. While working within the Compliance Management Program framework, the Retail Bank Compliance Advisor is responsible… more
- Cardinal Health (Albany, NY)
- …results, increase market share and exceed customer expectations. **_Job Summary_** The Advisor , Category Management has full profit-and-loss responsibility for a ... **_What Category Management contributes to Cardinal Health_** Marketing is responsible...product promotions, designs planograms, and tracks product changes. The Advisor manages product categories that are low volume and/or… more
- Kestra Financial (Wappingers Falls, NY)
- … services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor . This is a full-time, in-person ... account reviews, report generation, and meeting documentation/notes + Consult with lead advisor on investment strategies based on individual financial and… more
- Cardinal Health (Albany, NY)
- **_What Financial Operating Systems (FOS) contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the ... organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's… more
- SUNY Schenectady County Community College (Schenectady, NY)
- …On: Fri Nov 14 2025 Job Description: SUNY Schenectady is seeking a Reconnect Advisor to join their Academic Advising team. Reporting to the Director of Academic ... Advisement and Retention, the Reconnect Advisor will be assigned a caseload of students who...and Starfish + Utilize Starfish to assist with caseload management , including providing student outreach based on tracking items… more
- Tompkins Community Bank (Pittsford, NY)
- …This individual will have a broad and deep understanding of sophisticated wealth management practices and investment strategies. The Wealth Advisor III will ... Overview The Wealth Advisor III is responsible for maintaining existing client...create and deliver comprehensive wealth plans and coordinated financial strategies to align with each client's goals and… more
- JPMorgan Chase (New York, NY)
- …Solutions as an Advisor Engagement Manager to lead the practice management strategy for advisors working with workplace participants. You'll play a key role ... broader financial planning benefits. + Develop and manage leads management processes, leveraging systems and tools to track advisor -to-participant engagement… more
- JPMorgan Chase (New York, NY)
- The Investment Associate is an integral member of the Financial Advisor 's team. An Investment Associate works in close partnership with the Financial ... basis in conjunction with or by direction of the Financial Advisor + Market and implement complex...investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We… more