- Citizens (Fishkill, NY)
- …and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and ... personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and… more
- Edward Jones (Brookfield, CT)
- **Job Overview** If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Bank of America (Yorktown Heights, NY)
- Financial Solutions Advisor - Consumer Investments - Albany / Hudson Valley Market Latham, New York;Saratoga Springs, New York; Scotia, New York; Yorktown ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- Citizens (Poughkeepsie, NY)
- …and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor . In this role, ... lending and investing, helping them with short- and long-term financial goals. Citizens Securities, Inc. is honored to be...in investment, deposit, and lending + Become a trusted advisor who earns referrals from existing clients + Engage… more
- JPMorgan Chase (Poughkeepsie, NY)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your… more
- KeyBank (Poughkeepsie, NY)
- …Poughkeepsie, New York 12603 **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
- State University of New York at New Paltz (New Paltz, NY)
- …International Programs Budget Title: Senior Staff Assistant Local Title: Study Abroad Advisor Posting Date: February 4, 2025 Classification: SL-3 Duties: The Center ... University of New York (SUNY) at New Paltz is seeking a Study Abroad Advisor to join a highly professional team committed to international educational exchange and… more
- Kestra Financial (Wappingers Falls, NY)
- Summary The Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients. ... community + Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and conduct client reviews +… more
- World Insurance Associates, LLC. (Brewster, NY)
- 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
- Nuvance Health (Danbury, CT)
- …Align this strategy with organizational goals, quality metrics, and financial sustainability. * *Performance Excellence:* Establish clear departmental goals, key ... care coordination in optimizing patient outcomes, resource utilization, and financial performance. Actively participate in organizational leadership discussions to… more
- KeyBank (Marlboro, NY)
- …Avenue - Marlboro, New York 12542 **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 (Baldwin Place, NY)
- …- Baldwin Place, New York 10505 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. Personal ... 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 (Fishkill, NY)
- …Route 9 - Fishkill, New York 12524 **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
- Arlington Central School District (Lagrangeville, NY)
- …Job Goal: Responsible for the administration of the overall business, financial and facility operations of the district, including all business services ... of District policies and county, state and federal regulations related to financial operations and facilities development. The individual must possess the knowledge… more
- KeyBank (Montgomery, NY)
- …17k - Montgomery, New York 12549 **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
- KeyBank (Pawling, NY)
- …Main Street - Pawling, New York 12564 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. As ... Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to...transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide… more
- ADP (Poughkeepsie, 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
- Nuvance Health (Poughkeepsie, NY)
- …a minimum the case manager reviews observation cases daily. 3. Utilizes physician advisor to interface with physicians as needed. 4. Collaborates with the third ... as part of the appeal process. 6. Serves as the lead in obtaining financial and other resources for patients/families in need. 7. Assesses the patient and family… more