- Edward Jones (Warwick, NY)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Citizens (Middletown, NY)
- …the role as a condition of employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. + Demonstrated ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- Bank of America (Mount Kisco, NY)
- Financial Solutions Advisor Registration Candidate - Mount Kisco Financial Center Mount Kisco, New York **To proceed with your application, you must be at ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Mount-Kisco/ Financial -Solutions- Advisor -Registration-Candidate Mount-Kisco- Financial -Center\_25042465-2) **Job Description:** At… more
- Lincoln Technical Institute (Mahwah, NJ)
- Financial Aid Advisor /Continuing Students - Lincoln Tech - On-Site - Mahwah, NJ Join us at Lincoln Tech! We're looking for an experienced Financial Aid ... their education and achieve their career goals! Key Requirements for Financial Aid Advisor -- Continuing Students + Associate's degree or equivalent combination… more
- Bank of America (Newburgh, NY)
- Financial Solutions Advisor - Albany / Hudson Valley Market Latham, New York;Newburgh, New York; Katonah, New York; Mount Kisco, New York; Yorktown Heights, New ... 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… 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… more
- JPMorgan Chase (Monroe, NY)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- KeyBank (Mahopac, NY)
- …by working the book of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow year-over-year ... New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- Citigroup (Yorktown Heights, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. +...excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through… more
- Kestra Financial (Wappingers Falls, NY)
- …account reviews, report generation, and meeting documentation/notes + Consult with lead advisor on investment strategies based on individual financial and ... The Associate/Service Advisor reports to the Lead Advisor ...servicing. This position requires a strong understanding of the financial services industry and products, and is critical in… 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 ... coordinated financial strategies aligned with each client's goals and values....goals and values. This role serves as a key advisor and team collaborator, integrating investment, banking, trust, and… more
- JPMorgan Chase (Newburgh, 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
- KeyBank (Fishkill, NY)
- …LIVE IN OR AROUND THE AREA TO BE CONSIDERED **Job Summary** The Merchant Sales Advisor serve as integral member of the Key Merchant Services sales teams in assigned ... with payment and card processing needs, the Merchant Sales Advisor assists as part of the client's trusted ...in English and Spanish preferred. **Tactical Skills** + Strong financial acumen including the ability to read and understand… more
- KeyBank (Poughkeepsie, NY)
- **Location:** 55 Burnett Boulevard, Poughkeepsie New York **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning ... and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to… more
- Walmart (Fishkill, NY)
- …and wallet! -Health benefits include medical, vision and dental coverage - Financial benefits include 401(k), stock purchase and company-paid life insurance -Paid ... time off benefits include PTO, parental leave, family care leave, bereavement, jury duty, and voting. You will also receive PTO and/or PPTO that can be used for vacation, sick leave, holidays, or other purposes. The amount you receive depends on your job… more
- IBM (Poughkeepsie, NY)
- …* Establish and deepen C-level and senior stakeholder relationships within banks and financial institutions. * Serve as a trusted advisor on operational ... role responsible for driving strategic revenue growth within the banking and financial services sector. This senior leader owns the creation and execution of… more
- Heritage Financial Credit Union (Middletown, NY)
- …NY (http://maps.google.com/maps?q=25+Rykowski+Lane+Middletown+NY+USA+10941) Description Come join Heritage Financial Credit Union's Internal Audit Team as ... audit and compliance expertise to drive meaningful change in a mission-driven financial institution that values integrity, innovation, and member trust? Are you… more
- Heritage Financial Credit Union (Middletown, NY)
- …Job Type Full-time Description Come join Heritage Financial Credit Union's Executive Team as the Chief ... ensure strategic goals are achieved. Serve as a trusted advisor to the CEO and Executive Leadership. Streamline communication,...opportunity to engage in shaping the future of Heritage Financial Credit Union. Here's a little about us: Heritage… more
- World Insurance Associates, LLC. (Brewster, NY)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top… more
- CVS Health (Peekskill, NY)
- …Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to ... out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer...and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to… more