- Centers Plan for Healthy Living (Queens, NY)
- …they need for healthy living. JOB SUMMARY : The Licensed Benefits Advisor - Medicare Sales, Maintains relationships, services our existing customers and secures new ... and Medicaid Services (CMS) and company policies and regulations. The Licensed Benefits Advisor will develop a presence in the community and serve as a point… more
- Equinox, Inc (Albany, NY)
- Youth Support Advisor (Weekends) - Transitional Living Program Albany, NY (http://maps.google.com/maps?q=Albany+NY+USA) Job Type Part-time Description Equinox is a ... and identifying supportive adults and mediating conflicts. Position Summary:The Youth Support Advisor is responsible for assisting program youth with life skills and… more
- KeyBank (NY)
- …- Various, New York 14226 **Job Summary** The Small Business Cash Management Advisor partners with Small Business Wellness Advisors and Retail Branch teams to ... of client management, including calling via conference call and relationship reviews for clients with fundamental and advanced cash...Works with the Retail branch and Small Business Wellness Advisor (SBWA) team to educate them on the cash… more
- City of New York (New York, NY)
- …With wide latitude for independent judgment and decision-making, the Senior Advisor will assist in the development and implementation of operating systems ... and smooth, effective, and efficient division operations. In addition, the Senior Advisor will provide strategic direction with respect to coordination of new… more
- Truist (New York, NY)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and ... to review investment plans on a regular basis. 5. Lead overall client relationship management strategies to deepen client connections and loyalty. 6. Properly record… more
- Bank of America (Melville, NY)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are ... a difference. Join us! **Job Description:** Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies… more
- Truist (New York, NY)
- …below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... years of fiduciary experience, with a focus on business development and relationship management + Effective communication skills both verbal and written, being able… more
- Cardinal Health (Albany, NY)
- …Generic Pharmaceutical vendors such as Red Oak Sourcing. This enhanced relationship management translates into exceptional customer service, including maximizing the ... operational agreements and above the line revenue. **Job Summary** The Advisor of Strategic Partnership Management is responsible for planning, developing,… more
- Bank of America (Great Neck, NY)
- Business Solutions Advisor - Great Neck Financial Center Great Neck, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. **Responsibilities:** + Recommends… more
- Charles Schwab (New York, NY)
- …the status quo" and transform the finance industry together._ As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... non-discretionary investment advisory solution, providing clients with a personal relationship , specialized service, and ongoing advice built on Schwab's approach to… more
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