- Bank of America (Buffalo, NY)
- …to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor . The Academy will support you along the way with dedicated ... Advisor Development Program - Financial Solutions...Bachelor's degree and/or a minimum of one year of financial services industry or sales experience +… more
- 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 (Buffalo, 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 (Buffalo, 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
- Bank of America (Depew, NY)
- Financial Solutions Advisor - Consumer Investments...products and services. * Has at least one year experience working in the financial service industry ... Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to...in a demanding environment. * At least three years' experience working in the financial service industry… more
- JPMorgan Chase (Amherst, NY)
- …2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals… 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
- KeyBank (Cheektowaga, NY)
- …Cheektowaga, New York 14225 **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… 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
- Independent Health (Buffalo, NY)
- … experience will be considered in lieu of degree. + Five (5) years of financial analysis or accounting experience required ; financial analysis or ... to prepare and analyze business plans, technical designs and financial reports. + Minimal supervision required on...part of an integrated team and serve as the financial advisor to the business. Anticipate and… more
- Deloitte (Williamsville, NY)
- …government contracts + Familiarity with a matrix organizational structure + Professional services financial experience + Experience working with offshore and ... financial performance of the business + Serve as advisor to leaders on national office financial ...or similar quantitative subject + 6+ years of relevant financial analysis experience , preferably in a professional… more
- KeyBank (Buffalo, NY)
- …14210 **Job Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking ... standards and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients, and functions as… more
- KeyBank (Cheektowaga, NY)
- …**Education Qualifications** + High School Diploma , GED, or equivalent business experience ( required ) ** Experience Qualifications** + 3+ years Demonstrated ... York 14225 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to… more
- KeyBank (Williamsville, NY)
- …and Key. **Education Qualifications** + High School Diploma , GED, or equivalent experience ( required ) ** Experience Qualifications** + Experienced in a ... York 14221-5398 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to… more
- Citigroup (Getzville, NY)
- …related role with commensurate experience in people management preferred + Experience in management with Banking and Financial Institutions preferred + ... clients and internal operations groups + Serve as an advisor and coach to new or junior level staff...In-depth understanding of opportunities that exist within Financial Services and significant experience in Corporate… more
- Veterans Affairs, Veterans Health Administration (Buffalo, NY)
- …Friday, 8:00 am to 4:30 pm Virtual: This is not a virtual position. Financial Disclosure Report: Not required . Your salary will be determined according to ... ineligible to apply. Responsibilities The Staff Biomedical Engineer serves as a staff advisor to the Chief, Healthcare Technology Management (HTM) in the area of… more
- M&T Bank (Buffalo, NY)
- …and tax accountants, etc. **Supervisory/Managerial Responsibilities:** Not Applicable **Education and Experience Required :** Bachelors' degree and a minimum of 3 ... Juris Doctor (JD) or Master's degree CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **Physical Requirements:** M&T… more
- SUNY Erie Community College (Buffalo, NY)
- …and a current, unencumbered New York State Registered Nurse's license is required with recent clinical experience in specialized area. Post-secondary teaching ... and voluntary assistance to employees and their family members ( financial concerns, legal issues, alcohol or drug problems, marital... experience preferred. Required Basic Life Support (BLS for the Health Care… more
- Citigroup (Getzville, NY)
- …related role with commensurate experience in people management preferred + Experience in management with Banking and Financial Institutions preferred + ... clients and internal operations groups + Serve as an advisor and coach to new or junior level staff...In-depth understanding of opportunities that exist within Financial Services and significant experience in Corporate… more