- KeyBank (Brewster, NY)
- …wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass ... Brewster, New York 10509 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...Affluent clients by providing investment solutions to new and existing clients while identifying… more
- KeyBank (Cheektowaga, NY)
- …wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass ... 14225 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...Affluent clients by providing investment solutions to new and existing clients while identifying… more
- US Bank (New York, NY)
- …you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products ... positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team… more
- Bank of America (Rochester, NY)
- Financial Solutions Advisor Registration Candidate - Mount Hope Financial Center, NY Rochester, New York **To proceed with your application, you must be at least 18 ... at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Rochester/Financial-Solutions- Advisor -Stage-I Registration-candidate Consumer-Investments Mount-Hope-Financial-Center--NY\_25020198-1) **Job Description:** At… more
- Santander US (Staten Island, NY)
- Financial Advisor - Centralized, Staten Island, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... exploring the possibilities **We Want to Talk to You!** The Financial Advisor - Centralized is responsible for identifying needs, understanding client objectives,… more
- Thrivent Financial (New York, NY)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income ... through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding Christians on their… more
- Edward Jones (Syracuse, NY)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their… more
- JPMorgan Chase (New York, NY)
- …all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash ... and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist...skills, and derive satisfaction from helping others achieve their investment goals. We are in search of a dynamic,… more
- NBT Bank (Williamsville, NY)
- …Requirements: FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review ... $58,500 - $520,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus… more
- Humana (Albany, NY)
- …Provides business intelligence and strategic planning support for business segments or the company at large. The Strategy Advancement Advisor works on problems ... put their Health First. After all, a health services company that has multiple ways to improve the lives...the center of everything it does. The Strategy Advancement Advisor provides data-based strategic direction to identify and address… more