- Citizens (Buffalo, NY)
- …debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible investment options and identifies ... array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role...Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial… more
- American Express (New York, NY)
- …Support internal review processes (eg Internal Audits, Independent Compliance Testing, Independent Risk Management ) and act as an advisor to partners to share ... products, services, and experiences in the US, including our premium, cobrand, cash back, and lending portfolios, Membership Rewards, Global Travel & Lifestyle… more
- Santander US (Manhattan, NY)
- …borrowing needs, as well as investment services. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients. This role ... Education: Bachelor's Degree or equivalent work experience in Business Management , Finance, or equivalent field. (Preferred) Work Experience: Experience selling… more