- Bank of America (Wappingers Falls, NY)
- Financial Solutions Advisor - Consumer Investments - Albany / Hudson Valley Market Latham, New York;Saratoga Springs, New York; Wappingers Falls, New ... are guided by a common purpose to help make financial lives better through the power of every connection....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- Citizens (Middletown, NY)
- …spirit + Experience using financial planning tools + Familiarity with consumer lending and banking solutions + Digital literacy and experience + ... and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor . In this role,… more
- KeyBank (Mahopac, NY)
- …consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of ... 10541 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- KeyBank (Vails Gate, NY)
- …Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and ... York 12584 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more
- KeyBank (Marlboro, NY)
- …to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. ... York 12542 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products +… more
- KeyBank (Wappingers Falls, NY)
- …excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their ... York 12590 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...financial statements and concepts(required) + Demonstrated understanding of consumer credit including loan to value, debt to income… more