- Lithia & Driveway (Wappingers Falls, NY)
- …to perform, exceed and excel then we want you to come work with us as an Internal Service Advisor . J oin a team focused on earning customers for life! We are ... largest auto retailers in the United States. Responsibilities As an Internal Service Advisor you will be responsible for effective time management and… more
- Kestra Financial (Wappingers Falls, NY)
- The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This ... the day-to-day client management on behalf of the Lead Advisor . This is a full-time, in-person position, and the...once + Ability to build relationships with clients and internal partners, and product wholesalers + Experience with the… more
- Tompkins Community Bank (Mount Kisco, NY)
- Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client relationships by delivering comprehensive wealth planning and ... with each client's goals and values. This role serves as a key advisor and team collaborator, integrating investment, banking, trust, and insurance professionals to… more
- KeyBank (Tarrytown, NY)
- …- Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank ... while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day… more
- Bank of America (Greenwich, CT)
- Private Client Advisor II Greenwich, Connecticut **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Greenwich/Private-Client- Advisor -II\_25043562-1) **Job Description:** At Bank of America, we are… more
- JPMorgan Chase (New City, NY)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your...and dotted-line reporting relationships + Builds role as the internal and external mortgage expert; builds and maintains good… more
- JPMorgan Chase (White Plains, NY)
- **Job Summary** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a...and dotted-line reporting relationships. + Builds role as the internal and external mortgage expert and maintains good relationships… more
- Bank of America (Yorktown Heights, NY)
- Financial Solutions Advisor - Albany / Hudson Valley Market Latham, New York;Newburgh, New York; Katonah, New York; Mount Kisco, New York; Yorktown Heights, New York ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Latham/Financial-Solutions- Advisor Albany Hudson-Valley-Market\_25035958-1) **Job Description:** At Bank of America,… more
- Bank of America (Mount Kisco, NY)
- Financial Solutions Advisor - Mount Kisco Financial Center Mount Kisco, New York **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Mount-Kisco/Financial-Solutions- Advisor Mount-Kisco-Financial-Center\_25042454-2) **Job Description:** At Bank of America, we… more
- Kelly Services (Mahwah, NJ)
- …empathetic manner. + Log and track complaints, feedback, and cases in internal systems. + Provide accurate information about consumer rights, resources, and support ... in handling sensitive consumer information. **Team Collaboration:** + Coordinate with internal departments to streamline case resolution. + Contribute to the… more
- Northwell Health (Sleepy Hollow, NY)
- …years of relevant experience, education, credentials, negotiated contracts, budget and internal equity). The salary range for this position is $114,000-$182,000/year ... It is Northwell Health's policy to provide equal employment opportunity and treat all applicants and employees equally regardless of their age, race, creed/religion, color, national origin, immigration status or citizenship status, sexual orientation, military… more
- BD (Becton, Dickinson and Company) (Franklin Lakes, NJ)
- …and devise solutions. + Lead and motivate deal teams comprised of both internal associates and external advisor relationships (investment banks, law firms, ... industry consultants, accounting firms). + Build partnerships with business units, regional representatives, and functions to enhance overall transactional process and understand strategic priorities. + Support teams performing industry and competitive… more
- Regeneron Pharmaceuticals (Sleepy Hollow, NY)
- …be embedded as a core team member, serving as a strategic legal advisor to multiple internal stakeholders, including the commercial, medical affairs, regulatory, ... HEOR, corporate affairs, and compliance teams. Counsel will advise our internal partners through a deep understanding of (i) the complex laws and regulations and… more
- Bank of America (White Plains, NY)
- …objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks. ... determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance with firm… more
- Bank of America (Stamford, CT)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions… more
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client… more
- JPMorgan Chase (White Plains, NY)
- …plans across markets + Partner with Market Directors of Wealth to support Advisor performance and development through onboarding and training, and periodic in field ... workshops to improve Advisor effectiveness and expertise + Identify opportunities to develop...messaging of key business initiatives + Strengthen relationships with internal business partners at the region level to enhance… more
- New York Power Authority (White Plains, NY)
- …of energy industry and market trends to position NYPA as trusted energy advisor to enable customers to make informed decisions, anticipate their needs, manage intake ... interations that build NYPA's status as a trusted energy advisor . + Direct staff on managing and maintaining key...energy to meet objectives. + As applicable, work with internal and external stakeholder to advance renewable energy efficiency… more
- ADP (Stamford, CT)
- …a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and overall network while demonstrating grace under pressure and the highest ... leader, resourceful, thrive under pressure, and bounce back quickly. + **Trusted Advisor ** **.** You build relationships, live integrity, and deliver on promises… more
- Deloitte (Stamford, CT)
- …that deliver measurable and durable impact. A Specialist Leader serves as a senior advisor for the firm and for our clients by leveraging deep subject matter ... sales pursuits as a pursuit lead or subject matter advisor . Participate in the oral presentation of the proposal...help grow the account. + Eminence: Lead go-to-market and internal initiatives which drive growth of the practice, drive… more