- Amazon (New York, NY)
- …and Customers. If you are interested in risk management, compliance, and acting as a financial advisor to a organization stopping crime, this is the role for ... Description The Selling Partner Services (SPS) team is looking for a Finance...to help reduce costs, acting as the trusted finance advisor for the organization on complex, confidential projects, while… more
- KeyBank (Pearl River, NY)
- …work as a collaborative team member. + Ability to use standard office equipment, proprietary financial services systems. + In the event you do not hold the ... Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to maximize...of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor… more
- KeyBank (Mahopac, NY)
- …work as a collaborative team member. + Ability to use standard office equipment, proprietary financial services systems. + In the event you do not hold the ... Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to maximize...of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor… more
- Citigroup (New York, NY)
- …a financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and ... through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment...experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time… more
- Citizens (Rochester, NY)
- …7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... be responsible for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating… more
- Citigroup (New York, NY)
- … experience and leadership progression in the wealth industry and/or a global financial services organization + Knowledge and experience serving as a key ... strategic / financial advisor and partner to executive level business leaders + Extensive financial management experience, including financial planning,… 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 ... written industry and company specific reports upon request to Financial Advisor . + Assists in development of...a minimum of two (2) years of experience in financial services environment with an emphasis on… more
- KeyBank (New York, NY)
- …- New York, New York 10019 **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of ... standards and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs;… 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...leadership skills to provide a high level of customer service . + Cultivating and maintaining effective working relationships at… more
- City National Bank (New York, NY)
- …new Financial Advisor introductions while building their career in financial services sales and business development. As a dedicated and self-motivated ... and email campaigns with the goal of qualifying the advisor and introducing them to the local sales team...(or the ability to obtain) * Knowledge of the financial services industry and investment management practices… more