- SAP (New York, NY)
- …SAP Cloud applications and technologies. That's where YOU come in As the Solution Advisor (SA), you will be the go-to person for any solution or product questions ... leverage your deep expertise in specific solutions to support the entire sales cycle, from identifying opportunities to post-sale customer support. Additionally, you… more
- Bank of America (New York, NY)
- …program, lead training and develop activities, tools, and routines to help enable Advisor Trainee productivity + Personal involvement with ADP participants who ... and development. Build and manage relationships across the franchise. Coach and counsel Advisor Trainees on strategic business drivers. + Sales Force Expansion:… more
- 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...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- Travelers Insurance Company (Albany, NY)
- …As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor , helping customers across the country select their ideal insurance ... degree from an accredited four-year college or university. + Prior call center and sales experience. + Personal Insurance product knowledge + Strong verbal and… more
- Tiffany & Co. (Manhasset, NY)
- …and an entrepreneurial spirit is prevalent in the make-up of every client advisor . Developing client relationships and exceeding sales plan is first and ... and exceeding sales plan is first and foremost in the Tiffany client advisor 's skill set. ** Sales :** Deepen the relationship with our clients to drive… more
- KeyBank (Cheektowaga, NY)
- …$50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable ... 14225 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- US Bank (New York, NY)
- …or equivalent work experience + Three to five years of experience in a financial sales position, preferably working with the affluent client segment + FINRA ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With… more
- 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... advisory capacity + Experience in a proactive, successful sales and service role in the financial … more
- Guardian Life (New York, NY)
- …Excellent with time management and have strong organizational skills + Interested in financial advisor recruiting + An effective communicator with the ability to ... Guardian life is seeking an Advisor Transitions Specialist who will be a critical...+ Advocate for & teach colleagues, agency partners, and financial advisors + Perform comprehensive tracking and data analytics… more
- KeyBank (Syracuse, NY)
- …Street - Syracuse, New York 13202-1600 **Job Summary** The Sr Merchant Business Banking Sales Advisor serves as integral member of the Key Merchant Services Core ... Business Banking sales teams in assigned districts. With a focus on...financial statements + Exceptional negotiating and closing skills ** Personal Skills** + Persuasion: Describes the importance of listening… more
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