- Edward Jones (Syracuse, NY)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Raymond James Financial, Inc. (Syracuse, NY)
- **Job Description** **Job Summary** We are seeking a Financial Advisor to join our team who has a shared vision of clients being our main priority. The ... must be responsible, confident, self-motivated and a team player. The Financial Advisor is responsible for entering client trades, servicing client requests, and… more
- Bank of America (Syracuse, 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
- CDM Smith (Syracuse, NY)
- …and compliance with industry standards. This role also serves as the main financial advisor and leadership partner to our transportation leadership team. Our ... for someone who can act as the subject matter expert for the financial operations and main advisor to the Managers and Directors of this division. **We are open… more
- KeyBank (Syracuse, NY)
- …13202-1600 **Job Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core ... and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients, and functions as the Business… more
- KeyBank (Syracuse, NY)
- …with Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable ... Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar… more
- JPMorgan Chase (Syracuse, 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 ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your… more
- Equitable (Syracuse, NY)
- …activities + Conduct Financial Professionals' compliance audits + Ongoing Financial Professional compliance training Operations: + Manage Advisor Assist ... Controls & Operations Manager will focus on the supervision of 75 Financial Professionals and support operational processes and activities for Field Programs, with… more
- Equitable (Syracuse, NY)
- …objectives to ensure its continued discipline for growth and profitability. + Financial analysis, including reviewing all aspects of advisor compensation design ... Strategic Financial Pricing & Insights Analyst ( 2500001R )...market to provide management with meaningful analysis to benchmark advisor margins vs. peers + Create dashboards with actionable… more
- KPH Healthcare Services, Inc. (East Syracuse, NY)
- **Overview** **Scope of Responsibilities:** The candidate will support the KPH Financial Planning Department and play a key role in the financial planning and ... Syracuse, NY or Gouverneur, NY. **Responsibilities** **Job Responsibilities:** + Act as an advisor to KPH divisions in Budget / Forecasts / LRP preparation and… more
- KeyBank (Syracuse, NY)
- …Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's... developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB… more
- JPMorgan Chase (Fayetteville, NY)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will ... offer comprehensive financial planning and advice to individuals and families. Your...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… more
- KeyBank (East Syracuse, NY)
- …- East Syracuse, New York 13057 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. Personal ... and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more
- KeyBank (Fayetteville, NY)
- …Drive - Fayetteville, New York 13066 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. As ... issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to...transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our… more
- Syracuse University (Syracuse, NY)
- …budgetary and fiscal management leadership supporting the effective deployment of financial resources in alignment with the University's mission and strategic ... collaboration and partnership with campus constituents, this position serves as an advisor for University units on matters pertaining to their respective budgets.… more
- Cornell Cooperative Extension (Oriskany, NY)
- …programs and events, compiling and maintaining materials and resources, following financial reporting requirements. + Proficiency or ability to learn and effectively ... + Must possess or have the ability to acquire a Certified Crop Advisor (CCA) certification and New York State Certified Pesticide Applicators License. + Ability… more
- Syracuse University (Syracuse, NY)
- …advice to a very sophisticated client base. Will serve as a trusted legal advisor to the General Counsel, other members of the senior administration, and key faculty ... risks and to protect the organization from undue legal exposure, liability, and financial loss. Will rely on experience and judgment to provide sound, practical and… more
- ADP (Syracuse, NY)
- …(HRO).** + **_Are you ready for your next best job where you can elevate your financial future?_** + **_Are you looking to grow your career with a formal career path ... life-long friendships here. + **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and overall… more
- Zurich NA (Syracuse, NY)
- …limited to) Real Estate, Manufacturing, Wholesale, Retail, Professional Services, Financial Institutions, General Industries, and more.Zurich Middle Markets offers ... of sale + Demonstrating strong analytical skills and executing as an innovative advisor + Underwriting, analyzing, and generating new and renewal business + Market… more
- New York State Civil Service (Syracuse, NY)
- …if you require an accommodation.BASIC FUNCTION:This position serves as an advisor to the Executive Director with responsibility for aligning strategy, operations ... actionable data to guide decision-making. This position will provide support with budgeting/ financial planning for the GO-SEMI Office and will assist with planning… more