- Stony Brook University (Stony Brook, NY)
- …for Information Technology. The incumbent will serve as a co-lead, technical advisor , and system admin to senior leadership and for vital technological solutions ... and evaluating systems to determine the most effective solutions that meet client needs and project requirements. + Engaging with clients to define, analyze,… more
- Tiffany & Co. (Westport, CT)
- …client interaction using the Tiffany touch; their own flair for making each client 's experience extraordinary. The Client Advisor is an excellent ... and an entrepreneurial spirit is prevalent in the make-up of every client advisor . Developing client relationships and exceeding sales plan is first… more
- JPMorgan Chase (Islip, NY)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Bank of America (Melville, NY)
- Advisor Development Program Client Associate Melville, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Melville/ Advisor -Development-Program- Client -Associate\_25042744) **Job Description:** ** Advisor Development… more
- Citizens (Syosset, NY)
- …that meets the client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand...+ A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. +… more
- M&T Bank (Fairfield, CT)
- …as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating ... WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue… more
- World Insurance Associates, LLC. (Farmingville, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... services, and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and manage relationships… more
- World Insurance Associates, LLC. (Woodbury, NY)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... client "pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your performance. We… more
- World Insurance Associates, LLC. (Woodbury, NY)
- …and payroll & HR solutions. Employee Benefits Sales Producer - Employee Benefits Client Advisor Position Overview World's Client Advisors bring risk ... of discretion surrounding sensitive information Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your performance.… more
- Bank of America (Patchogue, NY)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Registration Candidate - Patchogue Financial Center Patchogue,...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Bank of America (Woodbury, NY)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Registration Candidate - Woodbury Financial Center Woodbury,...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Edward Jones (Patchogue, NY)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate… more
- KeyBank (Norwalk, CT)
- …- Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank ... by providing client advisory services to Ultra High Net Worth (UHNW)...fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and… more
- Bank of America (Melville, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- Bank of America (East Setauket, NY)
- Financial Solutions Advisor - Eastern Long Island Market Hampton Bays, New York;Northport, New York; East Hampton, New York; Smithtown, New York; East Setauket, New ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hampton-Bays/Financial-Solutions- Advisor Eastern-Long-Island-Market\_25032865) **Job Description:** At Bank of America, we… more
- Bank of America (Oyster Bay, NY)
- Financial Solutions Advisor - Oyster Bay Financial Center Oyster Bay, 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/Oyster-Bay/Financial-Solutions- Advisor Oyster-Bay-Financial-Center\_25042452-2) **Job Description:** At Bank of America, we… more
- Kohl's (Lake Ronkonkoma, NY)
- About the Role As Beauty Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative ... approach and ensure an excellent overall client experience. You will maintain expert knowledge of top...at Kohl's standards. What You'll Do + Build strong client loyalty and influence clients by identifying their needs… more
- H&R Block (Patchogue, NY)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and… more
- Kohl's (Deer Park, NY)
- About the Role As Beauty Lead Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative ... Sephora at Kohl's standards and ensure an excellent overall client experience. What You'll Do + Build strong ...client experience. What You'll Do + Build strong client loyalty and influence clients by identifying their needs… more
- M&T Bank (Hauppauge, NY)
- …individuals, business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the ... client has access to all resources and solutions of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess … more
