• Client Associate

    Wells Fargo (Oneonta, NY)
    …. **In this role, you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes +… more
    Wells Fargo (10/05/25)
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  • Deputy Chief Compliance and Risk Officer,…

    HUB International (New York, NY)
    …HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Deputy Chief Compliance and ... and Risk Officer in implementing, updating, and maintaining SEC investment advisor and/or FINRA compliance policies and procedures. This means assisting in… more
    HUB International (08/21/25)
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  • General Counsel

    Albany Housing Authority (Albany, NY)
    …compliance field as a lawyer, law clerk, policy analyst, confidential advisor /assistant, investigator or paralegal. *SPECIAL NOTE: Education beyond the secondary ... promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training . GENERAL COUNSEL DISTINGUISHING FEATURES OF THE CLASS: The incumbent… more
    Albany Housing Authority (08/13/25)
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  • Beauty Sales Consultant

    CVS Health (Mamaroneck, NY)
    …Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to ... + Seek out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer needs, effective upselling… more
    CVS Health (10/03/25)
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  • Sr Audit Group Manager Retail Distribution

    TD Bank (New York, NY)
    …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... Recognizes team members' contributions + Strong presentation skills when delivering training and presentation at the division level, industry conferences, workshops,… more
    TD Bank (10/02/25)
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  • Client Service Associate

    Raymond James Financial, Inc. (Somers, NY)
    …client-facing events. + May enter orders at the direction of the Financial Advisor . + Actively engages in available training /cross- training and educational ... level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client… more
    Raymond James Financial, Inc. (09/09/25)
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  • Manager, Student Services (Internal Candidates…

    Rensselaer Polytechnic Institute (Troy, NY)
    …support services to students in the School of Architecture, serve as Lead Advisor , and direct students' professional development in Architecture through a series of ... a related area + A relevant combination of education, training , and experience may also be considered Minimum Knowledge,...of student award recipients. + Serve as the primary advisor for the School of Architecture's The Arch program.… more
    Rensselaer Polytechnic Institute (09/26/25)
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  • CSI Investment Assistant II

    Citizens (Rochester, NY)
    …states in which we currently operate. In this position you will receive training materials, coaching, and dedicated time and support to successfully pass your Series ... 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison between… more
    Citizens (09/16/25)
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  • Senior Lead Commercial Banking Relationship…

    Wells Fargo (New York, NY)
    …proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as ... an advisor to senior leadership to develop, influence, or lead...one or a combination of the following: work experience, training , military experience, education **Desired Qualifications:** + Comprehensive knowledge… more
    Wells Fargo (09/11/25)
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  • Vice President, Advisory Supervision

    Raymond James Financial, Inc. (New York, NY)
    …supervisory practices align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement a robust supervisory ... and develop a team of supervisory professionals. + Provide training , guidance, and career development support to team members....Act of 1940 and SEC regulatory environment. + Financial advisor business models and supervisory needs. **Skill in** +… more
    Raymond James Financial, Inc. (08/15/25)
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