- M&T Bank (Buffalo, NY)
- …Implement investment strategy recommendations. + Communicate Wilmington Trust's investment process from setting capital market expectations to performance ... **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting… more
- Bank of America (Syracuse, NY)
- Merrill Financial Solutions Advisor - NY Capital/Central NY Market Albany, New York;Syracuse, New York **Job Description:** Merrill Wealth Management is a ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- M&T Bank (Mamaroneck, NY)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to… more
- Bank of America (Jamaica, NY)
- Financial Solutions Advisor - Consumer Investments - Greater Queens NY Market Jamaica, New York;Flushing, New York; Jackson Heights, New York; Long Island City, ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job… more
- Bank of America (New York, NY)
- Financial Solutions Advisor Stage II - Consumer Investments - Manhattan South Market New York, New York;New York, New York; New York, New York; New York, New ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job… more
- Bank of America (Yonkers, NY)
- Financial Solutions Advisor - Consumer Investments - Westchester / Bronx Market Scarsdale, New York;White Plains, New York; Bronx, New York; Bronxville, New ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job… more
- Neuberger Berman (New York, NY)
- The Institutional Client Service Advisor ("CSA") role is an important relationship management and servicing role within Neuberger Berman's North America (NA) ... institutional business. Each Institutional Client Service Advisor is paired with a Client Advisor (s) (Institutional salesperson) and/or Senior Client Service… more
- Atria Wealth Solutions (Corning, NY)
- …Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in ... to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are not limited to,...and otherwise educating and updating themselves about financial and investment vehicles in the market and the… more
- KeyBank (Greece, NY)
- …of characteristics and needs of clients and partners within the bank- based investment market space. + Demonstrated ability to sell products and services ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment... Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing… more
- Santander US (Staten Island, NY)
- …compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a centralized market with the ... Financial Advisor - Centralized, Staten Island, NY Country: United...sales prospects within existing or untapped markets. + Gathers market intelligence, generates leads, and develops proposals/campaigns to garner… more