- Citizens (Middletown, NY)
- …broad array of investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor . In this role, they ... industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to...in investment, deposit, and lending + Become a trusted advisor who earns referrals from existing clients + Engage… more
- JPMorgan Chase (Millwood, NY)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client … more
- World Insurance Associates, LLC. (Brewster, NY)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Citizens (Tarrytown, NY)
- …will have responsibilities within the compliance program for the Citizens Private Wealth segment of Citizens Wealth Management, including its registered investment ... advisor , broker-dealer and trust activities. The role ensures that...the strategy and implementation of Compliance management throughout Citizens Private Wealth. While in this role, you will lead… more
- WSP USA (Valhalla, NY)
- …Structures Team and be a part of a growing organization that meets our client 's objectives and solves their challenges. Your Impact + Provide proactive and strategic ... the specified area. + Meet with various public or private entities or individuals to discuss issues relating to...developed and continuously improved. + Conduct needs analyses and client value surveys to align the engineering discipline's function… more