- Citizens (Fishkill, NY)
- …and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and ... personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and… more
- Bank of America (Yorktown Heights, NY)
- Financial Solutions Advisor - Consumer Investments - Albany / Hudson Valley Market Latham, New York;Saratoga Springs, New York; Scotia, New York; Yorktown ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- Citizens (Middletown, NY)
- …and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor . In this role, ... lending and investing, helping them with short- and long-term financial goals. Citizens Securities, Inc. is honored to be...in investment, deposit, and lending + Become a trusted advisor who earns referrals from existing clients + Engage… more
- Citigroup (New City, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +...excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through… more
- Orange-Ulster BOCES (Goshen, NY)
- …CFA, PFS or CCCS. + Real world experience managing personal finances, working as a financial advisor , tax preparer or in another relevant role. This position is ... build foundational money management skills and foster positive attitudes toward financial decision making. Qualifications: + Candidates should have a degree in… more
- JPMorgan Chase (Newburgh, NY)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your… more
- KeyBank (Vails Gate, NY)
- …Vails Gate, New York 12584 **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 KeyBank… more
- State University of New York at New Paltz (New Paltz, NY)
- …International Programs Budget Title: Senior Staff Assistant Local Title: Study Abroad Advisor Posting Date: February 4, 2025 Classification: SL-3 Duties: The Center ... University of New York (SUNY) at New Paltz is seeking a Study Abroad Advisor to join a highly professional team committed to international educational exchange and… more
- Kestra Financial (Wappingers Falls, NY)
- Summary The Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients. ... community + Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and conduct client reviews +… more
- KeyBank (Marlboro, NY)
- …Avenue - Marlboro, New York 12542 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to… more
- KeyBank (Goshen, NY)
- …Street - Goshen, New York 10924 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. Personal ... and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more
- KeyBank (Vails Gate, NY)
- …Hill Rd - Vails Gate, New York 12584 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. As a ... issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to...transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our… more
- KeyBank (Montgomery, NY)
- …17k - Montgomery, New York 12549 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their … more
- Arlington Central School District (Lagrangeville, NY)
- …Job Goal: Responsible for the administration of the overall business, financial and facility operations of the district, including all business services ... of District policies and county, state and federal regulations related to financial operations and facilities development. The individual must possess the knowledge… more
- TD Bank (New City, NY)
- …with the business while conducting audits + Consult assigned lines of business (trusted advisor ) for audit + Deliver CSI and follow up as appropriate + Strong ... Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in...banking experience or are just starting your career in financial services, we can help you realize your potential.… more
- TD Bank (New City, NY)
- …with the business while conducting audits + Consult assigned lines of business (trusted advisor ) for audit + Deliver CSI and follow up as appropriate + Strong ... Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in...banking experience or are just starting your career in financial services, we can help you realize your potential.… more
- TD Bank (New City, NY)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in...banking experience or are just starting your career in financial services, we can help you realize your potential.… more
- ADP (Poughkeepsie, 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 ... coaching to make your team members the best that they can be. + **Trusted Advisor ** . You live and breathe integrity and deliver on promises every time. + **Expert… more
- Nuvance Health (Poughkeepsie, NY)
- …a minimum the case manager reviews observation cases daily. 3. Utilizes physician advisor to interface with physicians as needed. 4. Collaborates with the third ... as part of the appeal process. 6. Serves as the lead in obtaining financial and other resources for patients/families in need. 7. Assesses the patient and family… more