- 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 ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...sales production. + Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank. +… more
- Bank of America (New York, NY)
- Private Client Advisor II New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private-Client- Advisor -II\_25017476) **Job Description:** At Bank of America, we are… more
- M&T Bank (New York, NY)
- …on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary Responsibilities:** + Leads ... financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client… more
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Manager (FAM) is responsible for the direct management of a team of ... Partners and driving referral activities. Responsible for providing advice through planning and the distribution of Mass Affluent products including annuities,… more
- H&R Block (Rochester, NY)
- …strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses ... stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and...+ Provide tax preparation, tax audit support and tax planning year-round + Create confidence in our clients by… more
- Amazon (New York, NY)
- Description We do strategy & planning peculiarly at AWS. We are curious with deep knowledge of the industry and the levers shaping its futures, we are ... Coverage and Right Targets". In the North America GTM Strategy & Planning team, + we work...responsibilities Key job responsibilities * Act as a strategic advisor to NAMER Sales leaders, leveraging data and analyses… more
- H&R Block (Patchogue, NY)
- …strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses ... conducting virtual tax interviews that create confidence in clients + Tax planning and audit support experience + Sales and/or marketing experience What you'll… more
- M&T Bank (Hauppauge, NY)
- …on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary Responsibilities:** + Leads ... financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client… more
- Cardinal Health (Albany, NY)
- …(Legal, IT, Risk, Finance) to align cybersecurity efforts with broader M&A strategy . + Track and advocate for the implementation of cybersecurity controls during ... risk assessments and developing mitigation strategies. + Familiarity with integration planning and execution in M&A environments. + Excellent analytical and… more
- JPMorgan Chase (New York, NY)
- …Design team, you will own the end-to-end development of compensation and incentive strategy that span the full advisor lifecycle-from recruitment and onboarding ... & Incentives team designs and manages the programs that recognize advisor excellence and align rewards with business priorities. Well-structured compensation and… more