- Bank of America (Yorktown Heights, NY)
- Financial Solutions Advisor - Consumer Investments - Southern CT. Market Westport, Connecticut;Darien, Connecticut; Southbury, Connecticut; Cheshire, ... are guided by a common purpose to help make financial lives better through the power of every connection....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- KeyBank (Mahopac, NY)
- …sales process and assessment tools where appropriate, provide comprehensive, needs- based financial solutions to clients by offering a range of investment ... and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong...of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor… more
- KeyBank (Brewster, NY)
- …consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of ... 10509 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... If you have a passion for improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work You'll… more
- KeyBank (Tarrytown, NY)
- …client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact. + ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will… more
- CVS Health (Mahopac, NY)
- …screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching. + **Benefit solutions that address the different ... At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming… more
- KeyBank (Baldwin Place, NY)
- …Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and ... York 10505 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more
- KeyBank (Cortlandt Manor, NY)
- …to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. ... York 10567 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products +… more
- KeyBank (Poughquag, NY)
- …excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their ... York 12570 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...financial statements and concepts(required) + Demonstrated understanding of consumer credit including loan to value, debt to income… more
- CVS Health (Mahopac, NY)
- …screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching. + **Benefit solutions that address the different ... At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming… more