- Citizens (Clifton Park, 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 (Albany, 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
- KeyBank (Albany, NY)
- **Location:** 1900 Central Avenue - Albany, New York 12205 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets… more
- KeyBank (East Greenbush, NY)
- …including their ability to manage day-to-day finances, save for the future, and protect against financial risks. As a Private Client Banker, you will help ... the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of...Client Program and will focus on the entire client relationship with a plan-based approach to financial… more
- KeyBank (Albany, 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
- Oracle (Albany, NY)
- …years of experience in business development, sales, or relationship management within private equity, investment banking, or financial services. Existing network ... Development Lead to drive revenue growth by building relationships with greenfield Private Equity firms. The ideal candidate will have a strong understanding of… more
- Oracle (Albany, NY)
- …various Banking LOB business models and markets (eg, banking, insurance, capital markets, private equity). + A deep understanding of financial regulations and ... GCP, AWS and Azure. Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support...both On Prem and Oracle Cloud. Position Overview: + Client advocate that provides guidance around product expertise and… more
- KeyBank (Cohoes, NY)
- …contact for new and existing clients. **Responsibilities** + Provide support to the Private Client Advisors. + Customer service duties, assist in daily office ... and Required Minimum Distribution calculations. + Follow up on client service activities and Advisor 's requests. +...annuity and 1035 exchange paperwork, place all trades for Financial Advisors, money movements, trade logs, and check receipts… more
- Lumen (Albany, NY)
- …and translate complex requirements into tailored solutions. Acting as a trusted advisor , you'll showcase best practices and demonstrate how our offerings enable ... solution design, demos, workshops and RFP/RFI responses-to architect impactful client solutions. + Demonstrates advanced discovery and solution selling abilities… more
- World Insurance Associates, LLC. (Slingerlands, NY)
- …any challenge, including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and ... World Insurance Associates ("World") is a unique financial services organization with a global network of...to clients + Must be willing to become each client 's trusted risk management advisor and bring… more
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