- Citigroup (Brooklyn, NY)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) +...years of experience + Experience in a proactive, successful sales and service role in the financial services industry… more
- The Albany Auto Group (Latham, NY)
- …candidates are encouraged to apply! Paid weekly salary plus commissions. The service advisor is the primary liaison between the service department and our customers. ... dealership. The primary duties and responsibilities of the Service Advisor include, but are not limited to: - Greeting...by the customer, to the technicians - Promoting the sales of labor, parts, and accessories (up-selling) - Preparing… more
- Raymond James Financial, Inc. (Plattsburgh, NY)
- **Job Summary** We are seeking a Financial Advisor to join our team who has a shared vision of clients being our main priority. The successful candidate must be ... responsible, confident, self-motivated and a team player. The Financial Advisor is responsible for entering client trades, servicing client requests, and ensuring… more
- TD Bank (New York, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial ... for TD Wealth clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client...+ 2+ years of providing advice, planning and investment sales + SIE, Series 7, Series 63 required +… more
- Tiffany & Co. (New York, NY)
- …and to contribute to Tiffany & Co.'s continued legacy. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying the Tiffany brand in ... of building your own business by developing client relationships and exceeding sales plan + Foster a clienteling culture, encourage an entrepreneurial spirit,… more
- M&T Bank (Buffalo, NY)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of ... within a centralized function comprised of generally smaller and less complex accounts. Use sales tools and modules to conduct the analysis and offer the best advice… more
- TD Bank (West Babylon, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a draw, for financial advisors ... model/experience for MA clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client...+ 2+ years of providing advice, planning and investment sales + Required Licenses & Registrations: SIE, Series 7,… more
- Truist (New York, NY)
- …toward 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 maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal… more
- S&P Global (NY)
- …the Role:** **Grade Level (for internal use):** 10 **Market Analytics Product Advisor ** **About The Role:** This newly created role will provide day-to-day dedicated ... effectively. Additionally, this role will work collaboratively with both Sales and Product teams to provide VOC for an...use cases and industry analysis to help drive improved sales performance and custom projects to support client business… more
- M&T Bank (Buffalo, 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 ... deliver recommendations to ensure these needs are met. Use sales tools and modules to conduct the analysis and...investment and insurance referrals. + *Meet or exceed established sales goals for assigned Market, while meeting individual client… more