- 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
- 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
- M&T Bank (Buffalo, NY)
- …working teams that include all three lines of defense. **Education and Experience Required :** Bachelor's degree in Economics, Finance, Business or related ... discipline, or four (4) years of audit, regulatory or risk management experience specifically within the banking industry in lieu of degree. Minimum seven (7) years… more
- M&T Bank (Buffalo, NY)
- …guidance to junior specialists. May serve in a mentoring capacity. **Education and Experience Required :** + Bachelor's Degree plus 8 years of experience ... spreadsheets and project work related to various risk disciplines based on required frequency (eg daily, weekly, monthly or quarterly). Periodically analyze existing… 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 (West Seneca, 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
- Equitable (Williamsville, NY)
- …the team in our Malta, NY office. The Producer Assistant assist the Advisor with developing and maintaining excellent relationships with the clients. They will ... big focus will be on maintaining accurate client information, financial planning tools and preparing client budget work sheets....sheets. This position will focus solely on the assigned Advisor 's clients and reports directly to the assigned … 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
- Kaleida Health (Buffalo, NY)
- …system and / or managed care required . 10 years of experience in Federal, state and accreditation guidelines, financial principals, reimbursement ... **Education And Credentials** **Responsibilities:** Bachelor degree in health related field required . MBA or MHA preferred. ** Experience ** **Other information:**… more
- WSP USA (Buffalo, NY)
- …more complex civil engineering projects ensuring contributors know what they are required to do and by when, preparing and overseeing relevant project budgets, ... Collaborate with professionals from a variety of disciplines to provide "trusted advisor " service and future ready solutions for clients. + Exercise responsible and… more
- WSP USA (Buffalo, NY)
- …changes, and communicate directly with suppliers, contractors, and client representatives as required ; + Perform field inspections as needed. + Train and develop ... Collaborate with professionals from a variety of disciplines to provide "trusted advisor " service and future ready solutions for clients. + Exercise responsible and… more
- Deloitte (Williamsville, NY)
- …to be met, and monitoring these through each project. + Build 'trusted advisor ' relationships with senior business leaders, as well as foster collaboration between ... time US employees, India staff, contractors, and vendors. + You will prepare financial reports and forecasts and other ad-hoc financial analysis as requested.… more
- ADP (Amherst, NY)
- …Broker Channel Sales Representative** . + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Do you want a lasting ... We are seeking high energy District Managers with previous experience selling a robust solution in a fast paced...first year District Managers. **TO SUCCEED IN THIS ROLE:** Required Qualifications + **Proven Winner** **.** You have an… more
- ADP (Amherst, NY)
- …+ **_Are you ready for your next best job where you can elevate your financial future?_** + **_Are you looking to join a dynamic, inclusive team environment with a ... You have a successful track record of business-to-business sales experience (2+ years). You excel at client interactions and...members the best that they can be. + **Trusted Advisor ** . You live and breathe integrity and deliver… more
- ADP (Amherst, NY)
- …(HRO).** + **_Are you ready for your next best job where you can elevate your financial future?_** + **_Are you looking to grow your career with a formal career path ... + **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal...highest ethical standards. **TO SUCCEED IN THIS ROLE** : Required Qualifications + **Positive Self-Starter** **.** You have an… more
- M&T Bank (Williamsville, NY)
- …team members May provide direction and leadership to more junior staff **Education and Experience Required :** Bachelor's degree and a minimum of 4 years related ... or product strategy analysis, historical reporting, work flow analysis, and financial analysis. + Identify trends, ermerging issues and engage relevant stakeholders… more
- Stryker (Buffalo, NY)
- …and helping people, and committed to building strong relationships as a trusted advisor to our clients. Required Skills + **Integrity:** Reliable, dependable, ... in continuing to build your knowledge base through formal training and experience -based learning opportunities. Think of every challenge, customer, and experience… more