- Edward Jones (Lancaster, NY)
- **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 ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience … more
- Citizens (Depew, NY)
- …new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all ... of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within...achieve sales growth goals by delivering an exceptional virtual experience + Build book of business: Proactively seek ways… more
- Edward Jones (Cheektowaga, NY)
- …+ Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, ... competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator...by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience … more
- Raymond James Financial, Inc. (Clarence, NY)
- …customer service for our clients. As such, we are thrilled to be adding a Junior Financial Advisor to our team. The Advisor will begin by providing ... Description** At Scheff and Liddell Wealth Group, we believe experience matters, in both depth and variety. We operate...representing the Scheff and Liddell brand. From there, the Advisor will learn to develop and foster new relationships.… more
- JPMorgan Chase (Amherst, NY)
- …2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals… more
- JPMorgan Chase (Buffalo, NY)
- …analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances ** Required qualifications, capabilities, and ... our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional...to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a… more
- KeyBank (Cheektowaga, NY)
- …Cheektowaga, New York 14225 **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
- M&T Bank (Buffalo, NY)
- …but may provide guidance to risk advisors, specialists and/or analysts **Education and Experience Required :** + Bachelor's degree and eight years' experience ... bank initiatives (ie Agile project management methodology). Limited travel may be required for infrequent seminars and conferences. + Lead and/or support efforts to… more
- M&T Bank (Buffalo, NY)
- …direct management but may provide guidance to analysts and specialists. **Education and Experience Required :** Bachelor's degree and six years' experience in ... bank initiatives (ie Agile project management methodology). Limited travel may be required for infrequent seminars and conferences. + Lead and/or support efforts to… more
- Bank of America (Buffalo, NY)
- …nurturing strong relationships. * Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. * Is confident in ... and its clients and abiding by all regulatory requirements Required Qualifications: * Has a minimum of one year...Degree in business, finance, or a related field. * Experience working in a financial center where… more
- Avanade Inc. (Buffalo, NY)
- …trusted advisor * Proficient in account planning and pipeline management * Experience in solution selling within the Financial Services industry * Proven ... based in the Northeast region* Business Development Executive - Financial Services Avanade seeks a Business Development Manager who...specific office location, role, skill set and level of experience . As required by local law, Avanade… more
- KeyBank (Buffalo, NY)
- …Key. **Education Qualifications** + High School Diploma GED, or equivalent business experience ( required ) ** Experience Qualifications** + Experienced in ... York 14210 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling… more
- KeyBank (Buffalo, NY)
- …14210 **Job Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking ... standards and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients, and functions as… more
- KeyBank (Buffalo, NY)
- …Qualifications** + Bachelor's Degree in business related field or equivalent work experience ( required ) ** Experience Qualifications** + 5+ years of ... demonstrated sales and business development experience with proven results ( required ) **Licenses and... with and broad understanding of personal and commercial financial statements + Proven experience with and… more
- KeyBank (East Amherst, NY)
- …and Key. **Education Qualifications** + High School Diploma , GED, or equivalent experience ( required ) or + Bachelor's Degree (preferred) ** Experience ... York 14051 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...to build rapport in matter of minutes is vital. ( required ) + Demonstrated experience with influencing business… more
- KeyBank (East Aurora, NY)
- …Key. **Education Qualifications** + High School Diploma , GED or equivalent business experience ( required ) or + Bachelor's Degree (preferred) ** Experience ... current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services … more
- KeyBank (West Seneca, NY)
- …business deposit/credit experience and familiarity with small business operations ( required ) + General understanding of financial statements and concepts( ... York 14224 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...**Education Qualifications** + High School Diploma GED, or equivalent experience ( required ) or + Bachelor's Degree (preferred)… more
- KeyBank (Hamburg, NY)
- …**Education Qualifications** + High School Diploma , GED, or equivalent business experience ( required ) ** Experience Qualifications** + 3+ years Demonstrated ... York 14075 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to… more
- KeyBank (Williamsville, NY)
- …and Key. **Education Qualifications** + High School Diploma , GED, or equivalent experience ( required ) ** Experience Qualifications** + Experienced in a ... York 14221 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to… more
- Kaleida Health (Williamsville, NY)
- …or Certified Public Accountant (CPA). ** Experience ** **Other information:** 5 years of experience in Financial analysis required . Experience in ... Healthcare environment preferred. Experience with financial reporting preferred. **Job Details** Department: MFS Administration Standard Hours Bi-Weekly: 75.00… more