- Kestra Financial (Wappingers Falls, NY)
- The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This ... the day-to-day client management on behalf of the Lead Advisor . This is a full-time, in-person position, and the...and prioritize multiple competing priorities daily in pursuit of business objectives + Active engagement in marketing and sales… more
- Thrivent Financial (Albany, NY)
- …or looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed. + ... contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income… more
- Neuberger Berman (New York, NY)
- …fixed-income, alternative, and private equity products to advisors across regional and independent advisor firms + Make outbound calls focusing on prospecting, ... of the North American Intermediary sales team, the primary responsibility of the Advisor Consultant Associate (ACA) is to partner with the Advisor Consultant… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- Financial/Wealth Advisor Canandaigua National Bank Location: Syracuse, NY market What does a Financial/Wealth Advisor do? A Financial Advisor at Canandaigua ... + Develops and/or expands customer/bank relationship for existing book of business by cross-selling additional assigned products and services through in-person… more
- JPMorgan Chase (Rochester, NY)
- …$4 trillion in assets under management. Our Retirement Americas Client business provides high-quality investment management and employer recordkeeping solutions for ... participants by delivering our capabilities across the firm. The Retirement Plan Advisor sales team is responsible for selling JPMAM's full-service small market… more
- James Perse Los Angeles (New York, NY)
- JAMES PERSE IS CURRENTLY HIRING A PART TIME SENIOR CLIENT ADVISOR FOR OUR BLEECKER LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is responsible ... In the absence of Store Management, the Senior Client Advisor is charged with overseeing all aspects of the...week operation, which require open scheduling availability based on business needs. COMPETENCIES REQUIRED + Candidates must also be… more
- Adelphi University (Garden City, NY)
- Advisor (Financial Aid, Registration, Student Accounts) Job Department/School One-Stop Student Services Center FT/PT/Temp Full time Location Garden City, NY ... Advisor (Financial Aid, Registration, Student Accounts) One-Stop Student Services...REQUIREMENTS (Knowledge, Skills and Abilities): + Ability to make independent decisions based on training. + Ability to prioritize… more
- Raymond James Financial, Inc. (Plattsburgh, NY)
- **Job Summary** We are seeking a Financial Advisor to join our team who has a shared vision of clients being our main priority. The successful candidate must be ... responsible, confident, self-motivated and a team player. The Financial Advisor is responsible for entering client trades, servicing client requests, and ensuring… more
- DoorDash (New York, NY)
- …policies and advocates for legislation that supports the health of our business and empowers our community of Dashers, local merchant partners, and consumers. ... Development and Research Group. The Legislative Counsel & Policy Advisor will shape the regulatory framework for a growing...Public Policy Team, members of the Legal Team, and business units throughout the company -- from Product to… more
- Neuberger Berman (New York, NY)
- …to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in Assets under management). This high-impact role requires a professional ... but can also proactively solution enhancements to drive efficiency and support business growth. The ideal candidate will bring relevant private wealth experience,… more