- KeyBank (Brewster, NY)
- …$50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable ... Brewster, New York 10509 **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
- Citigroup (Queens, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and... advisory capacity + Experience in a proactive, successful sales and service role in the financial … more
- Guardian Life (New York, NY)
- …Excellent with time management and have strong organizational skills + Interested in financial advisor recruiting + An effective communicator with the ability to ... Guardian life is seeking an Advisor Transitions Specialist who will be a critical...million customers realize their dreams through a range of insurance and financial products and services. Our… more
- NBT Bank (Williamsville, NY)
- …Degree or equivalent education and experience + Minimum 3 years investment and insurance sales experience required Skills and Abilities: + Thorough knowledge of ... and Requirements: FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor ...insurance needs and to develop deeper relationships through financial planning with a focus on retention and replication… more
- HUB International (New York, NY)
- …(eg, tour earnings, royalties, freelance contracts). - Educate clients on financial literacy topics including budgeting, taxes, insurance , entity formation, ... financial plans. - Coordinate execution of investment strategies, insurance enrollments, and portfolio reviews. - Guide clients through budgeting, cashflow… more
- Tiffany & Co. (New York, NY)
- …and to contribute to Tiffany & Co.'s continued legacy. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying the Tiffany brand in ... of building your own business by developing client relationships and exceeding sales plan + Foster a clienteling culture, encourage an entrepreneurial spirit,… more
- BMO Financial Group (New York, NY)
- BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and ... to clients around the world. #bmocapitalmarkets We are seeking a results-driven **Derivative Sales Professional** to join our dynamic team with a proven track record… more
- Univision Communications, Inc (New York, NY)
- …client growth. TelevisaUnivision is seeking a highly experienced & motivated senior sales executive to lead the Financial Services and Telecommunication ... Vertical. As the Senior Vice President (SVP) of Enterprise Sales at TelevisaUnivision, your primary role is maximizing revenue...to establish TelevisaUnivision as a thought leader and trusted advisor in the market. Candidate must be a strong… more
- World Insurance Associates, LLC. (Farmingville, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial ... + Collaborate with World's Private Client team and carrier partners to design tailored insurance programs. + Track all sales activities in HubSpot and leverage… more
- Dow Jones (New York, NY)
- …12+ years client sales experience is necessary with prior advertising sales or consulting experience preferred + Financial Services sector experience and/or ... selling all Dow Jones products and services. Leveraging extensive experience in sales , advertising, and client relationship management, you will develop and execute… more