- KeyBank (Albany, NY)
- …a consultative sales process and assessment tools where appropriate, provide comprehensive, needs- based financial solutions to clients by offering a range of ... Albany, New York 12207 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...or S63 and 65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance… more
- City of New York (New York, NY)
- …over $10K annually, per a 2024 assessment. o additional health, fitness, and financial benefits may be available based on the position's associated union/benefit ... inequity across community and healthcare systems in partnership with community, faith- based , and health care organizations. CHECW's work focuses on social… more
- Tiffany & Co. (Manhasset, NY)
- …touch; their own flair for making each client's experience extraordinary. The Client Advisor is an excellent communicator and brand ambassador. His or her passion ... spirit is prevalent in the make-up of every client advisor . Developing client relationships and exceeding sales plan is...States or in the country where the position is based . Preferred Qualifications: + A college/university degree. + Graduate… more
- Zurich NA (New York, NY)
- …+ You will bring 5-8 years of experience in compliance, legal, or risk roles within insurance or financial services. + You will have a solid understanding of US ... Senior Compliance Advisor 125662 **Let's grow together!** Zurich Cover-More is...Zurich Cover-More is one of the world's largest travel insurance and assistance providers and part of Zurich … more
- International Rescue Committee (New York, NY)
- Requisition ID: req58883 Job Title: Advisor , Strategy & Performance Sector: Strategy Employment Category: Regular Employment Type: Full-Time Compensation: USD ... as well as monitoring progress and organizational health. Job Overview: As an Advisor dual reporting into the President's Office and the Strategy & Delivery Unit,… more
- JPMorgan Chase (New York, NY)
- …with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, ... and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… more
- Charles Schwab (New York, NY)
- …to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal ... ongoing advice built on Schwab's approach to investing. As an Associate Wealth Advisor , you will be responsible for supporting 2-4 Wealth Advisors by servicing,… more
- HSBC (New York, NY)
- …our people, our investors, our communities and the planet we all share. As our Credit Advisor you'll be the go-to expert on all credit and risk based products ... with a credit analysis, relationship building and Microsoft Office As our Credit Advisor you will: + Act as focal point with Relationship Managers and Business… more
- City of New York (New York, NY)
- …over $10K annually, per a 2024 assessment. o additional health, fitness, and financial benefits may be available based on the position's associated union/benefit ... and do not develop TB disease. Position Summary: The Supervising Public Health Advisor will oversee the work of Public Health Advisors, conduct supplemental case… more
- City of New York (New York, NY)
- …over $10K annually, per a 2024 assessment. o additional health, fitness, and financial benefits may be available based on the position's associated union/benefit ... Public Health Clinics seeks to hire eight Public Health Advisor , L2. The Public Health Advisor , LII...work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic,… more