- Bank of America (Latham, NY)
- Financial Solutions Advisor - Consumer Investments - Albany / Hudson Valley Market Latham, New York;Saratoga Springs, New York; Wappingers Falls, New ... are guided by a common purpose to help make financial lives better through the power of every connection....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- KeyBank (East Greenbush, NY)
- …sales process and assessment tools where appropriate, provide comprehensive, needs- based financial solutions to clients by offering a range of investment ... and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong...of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor… more
- KeyBank (Albany, NY)
- …consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of ... 12207 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- Humana (Albany, NY)
- …and activate strategies to address healthcare opportunities and challenges with technology-enabled solutions . As an Advisor in our team you'll enable Humana ... senior leaders, and subject-matter experts + Passionate about continuously improving consumer and stakeholder experiences + Skilled in strategy tools like… more
- KeyBank (Troy, NY)
- …Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and ... York 12180 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more
- KeyBank (Albany, NY)
- …12207 **Job Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking ... products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service...moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients,… more
- Huron Consulting Group (Albany, NY)
- …to create sustainable growth, optimize internal processes and deliver better consumer outcomes. Health systems, hospitals and medical clinics are under immense ... existing business operations, improve clinical outcomes, create a more consumer -centric healthcare experience, and drive physician, patient and employee engagement… more
- EverBank (Albany, NY)
- …sharing best practices and creating operational efficiencies. + Functions as a trusted Advisor to Credit ensuring the business maintains a strong risk and control ... nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in...addition to phone banking services and a network of financial centers. EverBank's commitment is to deliver to our… more