- Bank of America (White Plains, NY)
- Financial Solutions Advisor - Westchester / Bronx Market New Rochelle, New York;White Plains, New York; Bronx, New York; Bronx, New York **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-Rochelle/ Financial - Solutions - Advisor Consumer-Investments Westchester … more
- Citigroup (Greenburgh, NY)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills +...investment advice to clients through a select number of solutions using firm models & research. + Master referral… more
- KeyBank (Pound Ridge, NY)
- …excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their ... **Location:** 56 Westchester Avenue - Pound Ridge, New York 10576...York 10576 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in... financial wellness and achieve their goals. The Branch Manager… more