- Bank of America (Yorktown Heights, NY)
- Financial Solutions Advisor - Consumer Investments - Southern CT. Market Westport, Connecticut;Southbury, Connecticut; Cheshire, Connecticut; Old ... 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
- Bank of America (Mahwah, NJ)
- Financial Solutions Advisor - Consumer Investments - Bergen West Market Mahwah, New Jersey;Fort Lee, New Jersey; Paramus, New Jersey; Tenafly, 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
- Bank of America (Yonkers, NY)
- Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investment- McLean Avenue Financial Center Yonkers, New York **Job ... skills to succeed in your role and throughout your career journey. As a ** Financial Solutions Advisor Stage I (FSA I)** , your journey begins obtaining your… more
- KeyBank (Tarrytown, NY)
- …consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of ... 10591 **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
- KeyBank (Monsey, NY)
- …and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and ... York 10952 **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
- Mastercard (Harrison, NY)
- …Counsel, you will be a member of the Law & Policy team supporting Mastercard's Consumer Solutions businesses. You will take a major role in handling product ... financial services space, with experience working with payments solutions a significant advantage. The role will act as...a significant advantage. The role will act as an advisor for product and sales clients to help enable… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... If you have a passion for improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work You'll… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
- JPMorgan Chase (West Harrison, NY)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and...Word, PowerPoint, and Excel JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions… more
- KeyBank (New City, 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 10956 **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 (Tarrytown, NY)
- …client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact. + ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will… more
- KeyBank (Nanuet, NY)
- …to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. ... York 10954 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products +… more
- PNC (Ridgewood, NJ)
- …Administrator (SSA) is the trusted partner to the PNC Private Bank Leadership and Advisor teams. The Sales & Support Administrator partners with the PNC Private Bank ... advisor team to proactively manage their assigned book of...support, which will help our clients achieve and maintain financial success. The Sales & Support Administrator fulfills responsibilities… more
- KeyBank (Mahopac, NY)
- …excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their ... York 10541 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...financial statements and concepts(required) + Demonstrated understanding of consumer credit including loan to value, debt to income… more
- JPMorgan Chase (White Plains, NY)
- …with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan ... of various technology issues + Maintain and update Independent Advisor coverage report + Serve as liaison and manage...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… more
- KeyBank (Tarrytown, NY)
- …Americas - New York, New York 10019 The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families with a net-worth ... with the Wealth Consultant and Regional Planning Strategist in building client financial plans * Co-facilitates the Family Wealth Legacy Day's and develops custom… more
- JPMorgan Chase (Greenwich, CT)
- …Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and… more
- Mastercard (Harrison, NY)
- …transformational journey. A dynamic marketing strategist with proven experience growing consumer and small business retail relationships, with a particular focus on ... and clients' revenue through data and results-driven marketing strategies and solutions . *Execution of programs and campaigns for "above and/or below" the… more