- Bank of America (Clifton Park, NY)
- Wealth Management Client Associate Clifton Park, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Foresters Financial Services (Albany, NY)
- …and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and ... Sales Support Associate Sales Albany, New York Apply Description What...of hire to allow the incumbent to expand the client support provided to the Representative. What you will… more
- Broadridge Financial Solutions (Albany, NY)
- …to join our dynamic team! At Broadridge you will work with the largest wealth and retirement organizations in the US and abroad introducing and evangelizing our ... collaboration meetings and attending industry conferences. Responsibilities: + Sales pipeline management + Generate and qualify new leads through phone, email and… more
- EverBank (Albany, NY)
- …insurance, and lending solutions, as well as the ability to develop strong client and advisor relationships. **Key Responsibilities and Duties** + Drives loan growth ... clients' financial goals to ensure they align with their estate planning, wealth preservation, and insurance strategies. + Mentors Customer Success and support staff… more