- Centers Plan for Healthy Living (Queens, NY)
- …the guidance and plans they need for healthy living. JOB SUMMARY : The Licensed Benefits Advisor - Medicare Sales, Maintains relationships, services our ... Medicaid Services (CMS) and company policies and regulations. The Licensed Benefits Advisor will develop...communication skills and collaboration skills. + This is a field based position. Incumbent must be willing to travel… more
- KeyBank (Pearl River, NY)
- …in a branch environment to provide in-person client services. + Assist Private Client Advisor in engaging licensed and non- licensed Branch personnel to ... Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent… more
- Bank of America (New York, NY)
- …focused and effective. **Job Description:** The Merrill Advisory Group (MAG) Financial Advisor (FA) is a fully licensed , non-commission based retail broker ... that includes full securities execution support and brokerage account servicing. The Financial Advisor (FA) is a licensed retail broker position that provides… more
- Canon USA & Affiliates (Melville, NY)
- …Canon USA, Inc. in Melville, NY is currently seeking a Customs & Trade Compliance Advisor ( Advisor , Logistics). The Customs & Trade Compliance Advisor serves ... Expertise You Bring** - Bachelor's degree in a relevant field or equivalent experience required, plus 7 years of...experience required, plus 7 years of related experience - Licensed Customs Broker - Customs & Trade Compliance experience… more
- Santander US (Brooklyn, NY)
- Financial Advisor - Centralized, Brooklyn, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... to Talk to You!** **The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and making… more
- JPMorgan Chase (New York, NY)
- …sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives. **Job Responsibilities** + Execute the ... business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams. + Manage timelines, and… more
- JPMorgan Chase (New York, NY)
- …implementation efforts and resolve escalated issues. + Analyze adoption metrics, field feedback, and business outcomes to identify opportunities for process ... improvement and enhanced advisor /client experience. + Ensure consistent delivery of training, support,...**Qualifications** + Bachelor's degree in Business, Finance, or related field ; advanced degree preferred. + 10+ years of experience… more
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- Deloitte (New York, NY)
- …value to clients by identifying opportunities and advising clients on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax ... in accounting, finance, law, business administration, economics, or related field + 5+ years of experience in related ...+ One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible… more
- Grant Thornton (New York, NY)
- …their data across hybrid environments. You will serve as a trusted advisor to senior stakeholders, guiding them through the implementation of Microsoft Purview's ... qualifications: + Bachelor's degree in Cybersecurity, Information Systems, or a related field . + Relevant certifications such as SC-400, CIPP, CIPM, CISSP, CISM, or… more
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