- 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 ... Life/Variable Insurance (LAH) licenses **Education and Experience Preferred:** Previous trust /fiduciary product, Financial Planning, Managed Accounts or insurance experience… more
- Cornell Cooperative Extension (Oriskany, NY)
- The Energy Advisor will primarily assist with the teaching of...a matching patience to move at the speed of trust . + Valid NYS Driver's License and the ability ... to meet travel requirements associated with this position. + Ability to work flexible hours which may include evenings and/or weekends, as appropriate. + Proficiency or ability to learn and effectively use software including use of the internet and Microsoft… more
- CMTA, Inc (New York, NY)
- …clients + Respond to requests from clients and communicate information on time to strengthen trust in your advisor + Work with the Group Leader to inform, ... manage, and meet project schedules + Mentor 1-2 developing engineers **Desired Skills and Experience:** + Bachelor's degree in engineering required; PE highly preferred + Minimum 7 years of experience in mechanical engineering; field experience required;… more
- JPMorgan Chase (New York, NY)
- …and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique ... goals and helps build, preserve and manage their wealth over time. **Job responsibilities** + Work with our teams to understand client needs and examine market activities to develop and execute strategies that help clients meet their financial goals + Work… more
- JPMorgan Chase (New York, NY)
- …and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique ... goals and helps build, preserve and manage their wealth over time. **Job responsibilities** + Work with our teams to understand client needs and examine market activities to develop and execute strategies that help clients meet their financial goals + Work… more
- Pep Boys (Brooklyn, NY)
- …the store. Responsible for engaging customers, scheduling appointments, building trust , understanding needs, communicating processes and timelines, and selling parts ... and service that make the customer's car run at peak efficiency; adheres to Company Customer Care standards to meet customer expectations. + Responsible for the organization and productivity of the service business through work order and register transactions,… more
- H&R Block (New York, NY)
- …At H&R Block we remain committed to building a Connected Culture - one in which trust , care, and connections are how we work together as we continue to create an ... environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists!… more
- H&R Block (New York, NY)
- …At H&R Block we remain committed to building a Connected Culture - one in which trust , care, and connections are how we work together as we continue to create an ... environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists!… more
- M&T Bank (Hauppauge, NY)
- …firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives ... to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell the full array of… more
- Raymond James Financial, Inc. (New York, NY)
- …branch exam program + Building strong relationships based on mutual respect, trust , and understanding + Establishing credibility with others, presenting oneself with ... confidence, and holding one's ground when faced with pushback + Delivering difficult messages with sensitivity, tact, and diplomacy + Proactive identification of emerging risk areas and/or adverse trends and escalations of same to exam management for… more