- 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 (West Nyack, NY)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- 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 York; ... 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
- Bank of America (Mahwah, NJ)
- Financial Solutions Advisor - Consumer Investments - Bergen West Market Mahwah, New Jersey;Paramus, New Jersey; Tenafly, New Jersey **Job Description:** Please ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… 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
- JPMorgan Chase (Millwood, NY)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Edward Jones (Arlington, NY)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Aston Carter (Middletown, NY)
- …procedures to improve efficiency and efficacy of the Finance Department. + Serve as a chief financial advisor to the CEO regarding all financial issues. + In ... for providing the organization with an accurate, timely, and effective financial management system. This includes responsibility for internal financial … more
- World Insurance Associates, LLC. (Brewster, NY)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top… more
- The Cigna Group (Franklin Lakes, NJ)
- **Position Summary** The Research Advisor in Clinical Research will directly report to the Principal, and is responsible for investigating the most interesting and ... to patients, identify new business opportunities and demonstrate the clinical and financial impact of Evernorth products and services. The Research Advisor … more
- The Cigna Group (Franklin Lakes, NJ)
- **Senior Marketing Data & Analytics Advisor , Healthcare - Hybrid (CT/NY/PA/STL)** **Job Summary:** We're seeking a seasoned Marketing Analytics professional to join ... our Evernorth Marketing team as a Marketing Analytics Senior Advisor . As a strategic partner to our marketing organization, you will design, develop, and implement… 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
- Citizens (Tarrytown, NY)
- …Wealth segment of Citizens Wealth Management, including its registered investment advisor , broker-dealer and trust activities. The role ensures that the business ... & Training + Provide subject matter expertise to senior management, financial advisors, operations teams, and other stakeholders on regulatory requirements and… more
- Principal Financial Group (Woodcliff Lake, NJ)
- …of Group Life, Disability, Dental, Vision, and Critical Illness solutions through financial advisors (ie, brokers) for employer groups ranging from 3 to 499 ... employees. + Enhance networks, relationships, and Principal Financial Group's local brand through active participation in associations, industry groups, advisor … 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
- Principal Financial Group (Woodcliff Lake, NJ)
- …things you'll do: + Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities. + ... a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and...by one common purpose: to foster a world where financial security is accessible to all. And our success… more
- WSP USA (Valhalla, NY)
- …Collaborate with professionals from a variety of disciplines to provide "trusted advisor " service and future ready solutions for clients. + Exercise responsible and ... a comprehensive suite of benefits focused on a providing health and financial stability throughout the employee's career. These benefits include coverage related to… more
- Stryker (Mahwah, NJ)
- …goals and effectively support business growth. + Act as a resource and advisor to commercial EHS teams, providing insights and direction on global EHS practices ... personalized healthcare support, wellbeing program and tobacco cessation program. Financial benefits include: Health Savings Account (HSA), Flexible Spending… more
- Elevance Health (Middletown, NY)
- …and outcomes. May provide clinical consultation and serve as clinical/strategic advisor to enhance clinical operations. May identify cost of care opportunities. ... benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a… more
- Regeneron Pharmaceuticals (Tarrytown, NY)
- …in portfolio level program planning, including cross-functional resource planning, financial , and capacity assessments; contribute to long-range and budgetary ... Planisware, and/or other project and portfolio planning and tracking software programs (eg, Planview Advisor ) is a plus. Does this sound like you? Apply now to take… more