- Citizens (Williamsville, NY)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- JPMorgan Chase (Buffalo, NY)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client … more
- PNC (Buffalo, NY)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor III within PNC's Private Bank organization, you will be based in ... offices (Warren, Sharon, or Meadville, PA) As an Investment Advisor III, you will manage a full book of...of the business through the introduction and expansion of financial services to the client . + Executes… more
- KeyBank (Buffalo, NY)
- …needs, the Business Advisor assists as part of the Core Business Banking client 's trusted advisor team for solutions in order to develop, manage and retain ... York **Job Summary** The Sr Merchant Business Banking Sales Advisor serves as integral member of the Key Merchant...profitable client relationships for clients with basic to moderately complex… more
- KeyBank (Buffalo, NY)
- … client advisor , developing and implementing strategies based on the client 's financial goals, and coordinating with the extended KPB relationship team to ... relationships. **Essential Functions** + Acts as the primary client advisor by recommending banking, borrowing and...banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates,… more
- M&T Bank (Buffalo, NY)
- …+ Maintain positive working relationships. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for ... of an integrated wealth management offering consistent with individual financial goals of clients. We strive to deliver a...of clients. We strive to deliver a reliable, consistent client experience service as designed within our client… more
- Deloitte (Williamsville, NY)
- …culture and code of conduct. + Be an advisor to newly public and private clients to assist with accounting and financial reporting, among other areas. + Stay ... skills to manage multiple engagements independently. + Foster and manage strong client relationships, serving as a trusted advisor . + Lead, motivate,… more
- KeyBank (Depew, NY)
- …contact for new and existing clients. **Essential Functions** + Provide support to the Private Client Advisors. + Perform customer service duties and assist in ... Required Minimum Distribution (RMD) calculations. + Follow up on client service activities and Advisor requests. +...+ Minimum of 1 year experience in brokerage or financial services (required) **Licenses and Certifications** + FINRA License… more
- Deloitte (Williamsville, NY)
- …across Deloitte businesses. + Be an advisor to newly public and private clients to assist with accounting and financial reporting, among other areas. ... You'll gain exposure to a variety of industries, business models and financial accounting areas, helping your career growth and professional development. + As… more
- Deloitte (Williamsville, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... regulations related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities: + Manage renewable energy client … more