- UMB Bank (Albany, NY)
- **Trust Advisor I** Builds long-term client relationships through quality customer service, including anticipating client needs, clear communications, effective ... sales and referrals for other bank products and services. + Provides solution-oriented planning for clients + Coordination of wealth and estate planning … more
- CUNY (New York, NY)
- Academic Advisor (Multiple Positions)- Transfer Student Success Center, Division of Student Affairs **POSITION DETAILS** Hunter College seeks motivated and ... helping them understand degree requirements, transfer credit evaluations, and academic planning + Maintain accurate advising notes and student records in the… more
- JPMorgan Chase (New York, NY)
- …understanding of their wealth and objectives. **Job Responsibilities** + Serve as an advisor to clients on personal planning matters + Identify opportunities for ... your career to the next level. As a Wealth Advisor in the US Private Bank, you will help...that our clients' estate, income, tax, philanthropic, and other planning needs are identified and met through a comprehensive… more
- CUNY (Brooklyn, NY)
- Academic Senior Advisor (HEOa) - 400142 **POSITION DETAILS** Kingsborough Community College was founded in 1963 and is one of 26 campuses of the City University of ... students to its campus every year. The Academic Senior Advisor will report to the Director of Advisement, or...Collaborate with faculty and campus departments to promote the planning of academic, transfer and career pathways. . Coach… more
- Thrivent Financial (Albany, NY)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income ... incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding...and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. + Medical, dental,… more
- Research Foundation CUNY (New York, NY)
- Job Title: Advisor - CUNY EDGE Program PVN ID: BM-2511-007095 Category: Instruction and Social Service Location: BOROUGH OF MANHATTAN C. C. Job Description General ... to promote student progress from admission through graduation. Reporting to the Director, the Advisor is a key member of the CUNY EDGE team responsible for advancing… more
- Edward Jones (Buffalo, 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...FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning Counselor (TM) Read More About Skills/Requirements **Awards &… more
- Mohawk Valley Health System (Utica, NY)
- PHYSICIAN ADVISOR Department: CASE MANAGEMENT Job Summary The Physician Advisor collaborates with Care Managers and Attending Physicians to align on the level of ... patient billing status, and potential barriers to patient discharge. The Physician Advisor (PA) conducts clinical review of cases to ensure compliance with… more
- CUNY (New York, NY)
- Admissions and Enrollment Advisor - School of Education **POSITION DETAILS** The Hunter College School of Education is dedicated to the preparation of deeply ... school and clinical partners throughout New York City. The Admissions and Enrollment Advisor plays a crucial role in supporting the School of Education's Office of… more
- JPMorgan Chase (Nanuet, NY)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning ... skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated...key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series… more