- Thrivent Financial (Albany, NY)
- …for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed. + Motivated ... and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a...of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- … Canandaigua National Bank Location: Syracuse, NY market What does a Financial /Wealth Advisor do? A Financial Advisor at Canandaigua National Bank is ... region by providing continuous education and advice for all Financial Advisor services. Assists with coaching to...7, 63 and 65 licenses required. + Master of Business Administration or higher education, Chartered Financial … 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...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...financial services firm, or upon a degree/diploma within Financial Management or Business Administration, you must… more
- Kestra Financial (Wappingers Falls, NY)
- …annuities, insurance, and managed accounts + Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration + ... 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)
- … cases to support strategic investments and business initiatives + Provide financial support for Retail Independent and National Accounts sales teams for the ... **_What Financial Planning & Analysis contributes to Cardinal Health_**...business decisions. **_Job Summary_** + Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility… 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
- JPMorgan Chase (Rochester, NY)
- …JPMAM's full-service small market Everyday 401(k) and Investment Only solutions through Financial Advisors in partnership with our US Advisor Distribution team. ... Plan Client Advisor (RPCA), you will focus exclusively on supporting Financial Advisors (FAs) in the launch and ongoing success of JPMAM's Everyday 401(k)… 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
- Steer (New York, NY)
- …solutions, global intelligence and local partnership, technical expertise and independent advice. Position Overview: We are seeking an experienced professional ... drive the growth of the TDD Practice in alignment with broader business objectives, with responsibility for identifying opportunities, driving growth and growing… more