- Atria Wealth Solutions (Carthage, NY)
- …Credit Union is growing! CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Northern Credit Union ... to promote the solutions to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are not limited to, the following: +… more
- Army Installation Management Command (Fort Drum, NY)
- …and personal references on your resume. Responsibilities Serves as principal financial advisor to NAF managers. Administers, coordinates and consolidates ... and coordinates the MWR fund segment of command review/analysis ensuring necessary financial review and analyses, and that budget variances are addressed. Formulates… more
- Morgan Stanley (Watertown, NY)
- …SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams ... on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist… more
- KeyBank (Lowville, NY)
- …Street - Lowville, New York 13367 **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
- KeyBank (Gouverneur, NY)
- …Churchstreet - Gouverneur, New York 13642 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... 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
- BAE Systems (Rome, NY)
- …Planning, Sprint Reviews, etc) as required + Serve as a CM SME level advisor to CDS Program Managers and community stakeholders + Ensure software development life ... our employees in all aspects of their life, including their health and financial well-being. Regular employees scheduled to work 20 hours per week are offered:… more
- Leonard Bus Sales, Inc. (Rome, NY)
- …experience, preferably in a parts call center environment which included financial management experience including P&L, budgeting, and cost estimating. + Experience ... and looking up information. + Valid Driver's License for New York State or for the state of residence. More than great buses, your partner and trusted advisor . more