- Tompkins Community Bank (Mount Kisco, NY)
- Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client relationships by delivering comprehensive wealth planning and ... with each client's goals and values. This role serves as a key advisor and team collaborator, integrating investment, banking, trust, and insurance professionals to… more
- Humana (Albany, NY)
- …and help us put health first** The Home Health Strategy Advancement Advisor provides data-based strategic direction to identify and address business issues and ... business segments or the company at large. The Home Health Strategy Advancement Advisor works on problems of diverse scope and complexity ranging from moderate to… more
- JPMorgan Chase (New York, NY)
- As the Head of Advisor Recruiting for JP Morgan Advisors, you will lead our recruiting strategy to align with business needs. Collaborating closely with the Head of ... to our team. **Job Responsibilities:** + Lead the experienced Financial Advisor recruiting process, focusing on expanding the Wealth Partners/UHNW practice and… more
- CenterWell (Albany, NY)
- …The Program Lead will be responsible for managing the Patient Service Advisor (PSA) Program, ensuring its strategic and operational success. The Patient Service ... Advisor Program consists of in-clinic associates who drive targeted...updates on progress, ensure effective implementation, discuss challenges and solutions , and share insights and data that demonstrate program… more
- Santander US (Staten Island, NY)
- Financial Advisor - Centralized, Staten Island, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... exploring the possibilities **We Want to Talk to You!** The Financial Advisor - Centralized is responsible for identifying needs, understanding client objectives,… more
- City of New York (New York, NY)
- …individuals (single adults, adult families, and families with children). The Senior Advisor for the First Deputy Commissioner of the Department of Homeless Services ... policy and programmatic initiatives and fostering cross-departmental collaboration. The Senior Advisor reports directly to the DHS First Deputy Commissioner (FDC)… more
- JPMorgan Chase (New York, NY)
- If you excel at crafting tailored financial solutions and are eager to build strong client relationships, we have an exciting opportunity for you. By joining our ... part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central America,...Mexico, Central America, South America, and Brazil. As an Advisor Trainee in Global Private Bank, you will gain… more
- KeyBank (Brewster, NY)
- …- Brewster, New York 10509 **Job Description Preview** **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...services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full… more
- Cardinal Health (Albany, NY)
- …and statistical models to support regulatory and business goals. The Senior Advisor , Data Management and Governance plays a key role in advancing enterprise-wide ... data management initiatives. This individual contributor role operates within the Digital Solutions - Finance Digital Partner organization and serves as a subject… more
- KeyBank (Utica, NY)
- …1125 Mohawk St - Utica, New York 13501 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and financial ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full… more