- Equitable (New York, NY)
- Entry Level - Financial Advisor - NY, New York (2481) ( PIN\_15024 ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable ... positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering relationships that help people… more
- HRPivot (Jamaica, NY)
- …opportunity for growth and advancement? Then the Allen School is for you! In this entry level role advisors will have the opportunity to make a difference by ... achieve their personal and professional goals. Essential Job Duties: The Enrollment Advisor will schedule virtual meetings with prospective students to discuss their… more
- KeyBank (Nyack, NY)
- …Planner (CFP) certification is preferred for candidates pursuing a career as a Financial Advisor . **Skills** + Analytical Skills: Ability to analyze financial ... **Essential Functions** + Partner with a KIS Private Client Advisor to gain hands-on experience. + Participate in client...gain hands-on experience. + Participate in client discovery and financial planning activities including data entry and… more
- Bank of America (New York, NY)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- New York State Civil Service (Albany, NY)
- NY HELP Yes Agency Financial Services, Department of Title Senior Attorney, SG-25 (Insurance) Occupational Category Legal Salary Grade 25 Bargaining Unit PS&T - ... State NY Zip Code 12257 Duties Description The New York State Department of Financial Services seeks to build an equitable, transparent, and resilient financial … more
- New York State Civil Service (New York, NY)
- NY HELP Yes Agency Financial Services, Department of Title Senior Attorney, SG-25 Occupational Category Legal Salary Grade 25 Bargaining Unit PS&T - Professional, ... 10004 Duties Description The New York State Department of Financial Services seeks to build an equitable, transparent, and...are not limited to, the following:* Acts as an advisor and Senior Counsel to the Deputy Superintendent for… more
- M&T Bank (Buffalo, NY)
- …Upon completion of MDP, all incumbents attain basic skills necessary to become entry - level professionals and/or managers in their assigned department. + Complete ... or Leadership Development Manager-MDP. **Department Description:** When our clients need financial services outside of their core wealth management solutions, we… more
- KeyBank (Cohoes, NY)
- …correspondence, obtaining proper approval on correspondence, record keeping, heavy order entry , and client contact. + Solid base knowledge of Retirement accounts ... calculations. + Follow up on client service activities and Advisor 's requests. + Create and manage the client database:...annuity and 1035 exchange paperwork, place all trades for Financial Advisors, money movements, trade logs, and check receipts… more
- Kyndryl (New York, NY)
- …with client CXOs and be seen as the 'go to' person and a trusted advisor by senior executives + Leading C- level client interactions and consulting initiatives, ... presence, industry expertise, and the ability to cultivate relationships with CXO- level clients. Your leadership will be critical in fostering talent development… more
- Rochester Institute of Technology (Rochester, NY)
- …participants + Work closely with the Offices of Admissions, Career Services, Financial Aid, Academic Support Programs, and Disability Services offices and Veterans ... Assist caseload of 20 students with the college and financial aid application processes; work with students to ensure...any needed campus resources; + Act as a program's advisor and liaison to the University's Veterans Pathway students;… more