- KeyBank (Pearl River, NY)
- …Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent ... partners. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of all aspects...management, service delivery, and other resources to maximize needs-based sales production. + Be an active member of the… more
- Kyndryl (Albany, NY)
- …communities. **The Role** Skytap, a Kyndryl company, is seeking a Customer Technology Advisor to become an integral part of our cutting-edge Go-To-Market team. As a ... certified expert in your field, you will be at...expectations. In this role, you won't just be another advisor ; you will be a trusted ally and visionary,… more
- Centers Plan for Healthy Living (Staten Island, NY)
- …and plans they need for healthy living. JOB SUMMARY : The Medicare MAP Advisor - Will promote and sale MAP and Medicare Line of Business, maintains relationships, ... by consultative selling/marketing and performing all required tasks assigned by the Sales Field Manager. Incumbent will be responsible for educating and enrolling… more
- Bank of America (Buffalo, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- KeyBank (Poughkeepsie, NY)
- …55 Burnett Boulevard - Poughkeepsie, New York 12603 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects… 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 Corning, ... promote the solutions to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are not limited to, the following: + Identifies… 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
- Bank of America (West Seneca, NY)
- Financial Solutions Advisor - Upstate New York Markets West Seneca, New York;Depew, New York; Rochester, New York **To proceed with your application, you must be at ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/West-Seneca/Financial-Solutions- Advisor Upstate-New-York-Markets\_25030138) **Job Description:** At Bank of America, we… more
- M&T Bank (Buffalo, NY)
- …and portfolio management. The position interacts with a team that provides sales , portfolio management and client service support. Further, the position interacts ... Preferred:** + MBA (Master's degree in Business Administration) + CFP ( Certified Financial Planner) and/or CPA ( Certified Public Accountant) certification… more
- Banco Popular Puerto Rico (New York, NY)
- …in the banking industry. + Minimum of 5 years of Treasury Management sales experience + Certified Treasury Professional (CTP) designation preferred. + ... New York, NY, US, 10004 Company: Popular Workplace Type: Hybrid Treasury Management Sales Officer Treasury Management III The Treasury Management Sales Officer… more