- Thrivent Financial (Erie, PA)
- Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based ... comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding Christians on… more
- Edward Jones (Erie, PA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Bank of America (Erie, PA)
- …such as core Banking, and Investment and Life Priority (TM) solutions Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- World Insurance Associates, LLC. (Cambridge Springs, PA)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top… more
- KeyBank (Erie, PA)
- …- Erie, Pennsylvania 16509 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and ... financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to… more
- H&R Block (Williamsville, NY)
- **524587BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... that will grow stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and business services needs… more
- Sedgwick (Erie, PA)
- …meaningful, each and every day. It's having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing your ... to Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer IT Development Software Advisor **PRIMARY PURPOSE** : To develop, maintain, test and debug software… more
- KeyBank (North East, PA)
- …Street - North East, Pennsylvania 16428 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more
- KeyBank (Amherst, NY)
- …Drive - Amherst, New York 14226-1962 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to… more
- KeyBank (Hamburg, NY)
- …Camp Road - Hamburg, New York 14075 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. As a ... issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to...transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our… more
- KeyBank (Lakewood, NY)
- …Avenue - Lakewood, New York 14750 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their … more
- Kaleida Health (Williamsville, NY)
- …**Summary:** Responsible, with operational leadership, for performance, growth and overall financial performance of the site. Provides financial education and ... leadership to hospital managers and directors that will create ownership of financial goals. Contributes financial expertise in planning of new services and… more
- KeyBank (Amherst, NY)
- …the branch 2 to 3 times per week Two years experience in brokerage or financial services support role. - Required Licenses: FINRA Series 7 & 63. Preferred Licenses: ... knowledge of clients and their needs. - Demonstrated ability to develop trusted advisor relationships. - Strong customer service and analytical skills. - Ability to… more
- AeroVironment (Erie, PA)
- …in subject matters pertaining to both technology and the business + Serves as a "trusted advisor " to the BU and functions as a key point of contact for BU & DBT ... Project Billing, Project Revenue, Revenue management, Capital Projects, AR and Financial Applications + Strong knowledge of Sales, Customer Relationship Management,… more
- H&R Block (Williamsville, NY)
- …offerings can help associates plan for their unique health, wellbeing and financial wellness needs.** + **Employee Assistance Program** **with Health Advocate.** + ... **High school diploma / equivalent or higher** **Posting Title:** **Block Advisor Tax Associate** **Sponsored Job:** **\#31417** **Pay Range Minimum:** **11** **Pay… more
- ADP (Amherst, NY)
- …Broker Channel Sales Representative** . + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Do you want a lasting ... leader, resourceful, thrive under pressure, and bounce back quickly. + **Trusted Advisor ** **.** You build relationships, live integrity, and deliver on promises… more
- ADP (Amherst, NY)
- …+ **_Are you ready for your next best job where you can elevate your financial future?_** + **_Are you looking to join a dynamic, inclusive team environment with a ... coaching to make your team members the best that they can be. + **Trusted Advisor ** . You live and breathe integrity and deliver on promises every time. + **Expert… more
- M&T Bank (Williamsville, NY)
- …or product strategy analysis, historical reporting, work flow analysis, and financial analysis. + Identify trends, ermerging issues and engage relevant stakeholders ... other related duties as assigned. **Supervisory/ Managerial Responsibilities:** Acts as an advisor and coach to mentor junior team members May provide direction and… more
- ADP (Amherst, NY)
- …(HRO).** + **_Are you ready for your next best job where you can elevate your financial future?_** + **_Are you looking to grow your career with a formal career path ... life-long friendships here. + **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and overall… more