- KeyBank (Depew, NY)
- …York **Job Summary** Within the Key Investment Services business, the Retail Investment Associate is responsible for assisting the Key Investment ... will serve as a proactive member of the Key Investment Services Team by being an initial sales and...FINRA Series 7 and Life Insurance (preferred) **Skills** + Investment Knowledge: Working knowledge of investment products… more
- Edward Jones (Lancaster, NY)
- …proud to have more offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and ... team will be there every step of the way, providing:** + Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top… more
- M&T Bank (Buffalo, NY)
- **Overview:** Provides administrative and sales support to Registered Representatives (Financial Advisors) to a designated branch and/or region. **Primary ... documentation to take withdrawals from their annuities. Discuss investments or investment products with clients. Provide clients with product specific brochures or… more
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