- KeyBank (Poughkeepsie, NY)
- **Location:** 55 Burnett Boulevard - Poughkeepsie, New York 12603 **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent client base ... and participant of the Branch team. Engage in person licensed and non- licensed Branch personnel to identify...investment referral opportunities from new clients and the existing bank client base. + Coordinate all aspects… more
- JPMorgan Chase (Monroe, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more