- Truist (New York, NY)
- …deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are ... may change from time to time. 1. Deliver personalized investment solutions to help clients work toward their long-term...goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and… more
- Santander US (Brooklyn, NY)
- Financial Advisor - Centralized, Brooklyn, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... to Talk to You!** **The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and making… more
- JPMorgan Chase (New York, NY)
- …and deliver superior client service. **Key Responsibilities:** + Act as a key representative for multiple investment teams and strategies to internal partners, ... share and compare ideas around the globe. Our equity investment processes are founded on tried and tested ...prospects, and existing clients across both institutional and advisor businesses. + Foster strong partnerships with portfolio managers,… more
- Amalgamated Bank (New York, NY)
- …number of accounts opened, new customer contacts, units sold, referrals to Financial Advisor , investment /insurance revenue goal and dollar value of all products ... Amalgamated Bank is seeking a Licensed Retail Banking Representative ! Under general supervision, but following established policies...for an in-depth financial review with the dedicated Financial Advisor . This role will be called upon to work… more
- Oracle (Albany, NY)
- **Job Description** **NA Sales Representative , Data Platform SLED - Southern California** **Overview** Are you a creative person who loves a challenge? Solve the ... puzzles you've been dreaming of as our NA Sales Representative for SLED. If you have a passion for...appropriate partner to meet customer specifications. + Becomes trusted advisor to key customer influencers and decision makers. Drives… more
- Oracle (Albany, NY)
- …new stakeholders and expansion opportunities. + Act as a strategic advisor , addressing client needs, resolving issues, and identifying opportunities to broaden ... Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided… more
- Oracle (Albany, NY)
- …to deal closure with ongoing forecasting activities. + You will be the trusted advisor and influencer in winning customer decisions to buy and adopt Oracle AI ... Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided… more
- Oracle (Albany, NY)
- …account planning, crafting, owning and forecasting. + You will be the trusted advisor and influencer in winning customer decisions to buy, architect and adopt Oracle ... Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided… more
- Oracle (Albany, NY)
- …customer-centric account planning, ownership, and forecasting. + Serve as a trusted advisor and influencer in customer decisions to buy, architect, and adopt ... Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided… more
- Oracle (Albany, NY)
- …key client that enables further adoption of the Oracle Retail Platform + Be and advisor to the client and deliver value outside the typical sales cycle. + Develop ... Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided… more