- The Hartford (Clinton, NY)
- Client Advisor Priority Business - SA08DE We're...team as we help shape the future. The Hartford's Group Benefits segment is a market leader in ... or obtain Life & Health Insurance License prior to being assigned BOB and maintain Client Advisor Role. Additional information: *Candidate must be able to work a… more
- Citigroup (New York, NY)
- The Wealth Lending Advisor for Asset Management Group (AMG) is a strategic professional lender who closely follows the latest trends in the Asset Management ... finance or accounting, Master of Business Administration degree preferred **Job Family Group :** Private Client Product Services **Job Family:** IF Lending… more
- Citizens (New York, NY)
- …that meets the client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... Description Citizens employs a group of experienced advisors that help individuals and...individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand… more
- Friendly Auto Group (Newburgh, NY)
- Automotive Service Advisor Middletown, NY MUST HAVE PRIOR AUTOMOTIVE SERVICE ADVISOR EXPERIENCE WITH PROVEN TRACK RECORD OF SUCCESS!! Description of the role: ... The Service Advisor at Friendly Acura of Middletown will be responsible...being dispatched properly, and to the benefit of our client 's experience, while ensuring that our team of Techs… more
- Tompkins Community Bank (Syracuse, NY)
- …Headquarters in Ithaca, or Syracuse, New York offices. Position Summary: The Wealth Advisor is responsible for building and maintaining client relationships by ... client strategy teams. + Act as a key advisor and resource to team members. + Collaborate with...Relationship Management. + CFP, CPA, or JD certification(s) preferred. Benefits + Medical + Dental + Vision + 401(k)… more
- Citigroup (New York, NY)
- …+ CIMA, CFA or CFP(R) designation or candidate preferred **Job Family Group :** Private Client Product Services **Job Family:** Investment Strategy **Time ... the Global Consumer Bank (GCB) and the Institutional Clients Group (ICG) and offers a wide range of products...high-growth organization. They will be responsible for field and client engagement, acting as a key ambassador for the… more
- Citigroup (New York, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Financial Planning ... the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- City National Bank (New York, NY)
- TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to avail COIs, bank clients, and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary ... or investment business. Partner with Business Development colleagues (Banker, Financial Advisor , Portfolio Manager, etc.) to ensure proposed new relationships are… more
- HSBC (Buffalo, NY)
- …investors, our communities and the planet we all share. Welcome Care Advisor will deliver outstanding quality advice, consultation and coordination of international ... quality, care, and ownership over all aspects of international client inquiries through direct customer sales and contact to...every time they contact us. As our Welcome Care Advisor you will: + Provide high quality service to… more
- HNTB (New York, NY)
- …knowledge and experience in partnership with internal project team members and external client counterparts. Serves as an advisor on complex projects to provide ... engineering projects within discipline. + Coordinates technical aspects with client counterpart and teaming partners at local leadership level...articles, and white papers. + Serves as a trusted advisor to clients, is sought out for expertise in… more
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