- TD Bank (Middle Village, NY)
- …service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals . The ... to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. **Depth & Scope:**… more
- TD Bank (Merrick, NY)
- …clients in the Mass Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals . ... to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. **Depth & Scope:**… more
- Bank of America (Albany, NY)
- …the largest businesses of its kind in the world specializing in goals -based wealth management, including planning for retirement, education, legacy, and other life ... goals through investment advice and guidance. Merrill's Financial Advisors...revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals , and preparing investment recommendations that align with the… more
- Teledyne (Enfield, NY)
- …duties as assigned. Develops and implements activities in sales/marketing to meet goals , quality and cost objectives. Selects, develops and leads personnel to ensure ... expense. Receives assignments in the form of objectives with goals and process to meet goals outlined....objectives with goals and process to meet goals outlined. Normally receives instructions on routine work, detailed… more
- University of Rochester (Rochester, NY)
- …Student Giving, and Affinity-based fundraising initiatives. They set strategic goals , identify key prospects, engage leadership volunteers and challenge donors, ... volunteer and donor management. Determine individual, program, and team goals annually, and manage the team's budget. Provide team...in support of all the Annual Giving and Advancement goals and of each other. Manage key reunion classes… more
- East House Corporation (Rochester, NY)
- …to develop individualized Service Plans and support them in achieving their goals and objectives. Key Responsibilities: .Services That Address Client Goals : ... client on the caseload to develop individualized Service Plans based on client-identified goals . o Support clients in pursuing Service Plan goals through… more
- University of Rochester (Rochester, NY)
- …in our community and build teams who can successfully deliver on goals related to financial sustainability and growth. **Key Responsibilities:** In alignment with ... in order to achieve the hospital's mission, vision, and goals aligned with the Medical Center strategic plan and... aligned with the Medical Center strategic plan and goals that reflect community needs, achieves organizational goals… more
- Bank of America (Yorktown Heights, NY)
- …and customized solutions to clients to help them achieve their financial goals . Key responsibilities include triaging client leads, making referrals to business ... and asset thresholds, meeting with clients to review financial and investment goals , building a financial plan, and recommending brokerage products. Job expectations… more
- East House Corporation (Rochester, NY)
- …to develop individualized Service Plans and support them in achieving their goals and objectives. Key Responsibilities: Services That Address Client Goals : ... client on the caseload to develop individualized Service Plans based on client-identified goals . o Support clients in pursuing Service Plan goals through… more
- Bank of America (Lynbrook, NY)
- …and customized solutions to clients to help them achieve their financial goals . Key responsibilities include triaging client leads, making referrals to business ... and asset thresholds, meeting with clients to review financial and investment goals , building a financial plan, and recommending brokerage products. Job expectations… more
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