- JPMorgan Chase (Monroe, 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
- Kelly Services (Mahwah, NJ)
- …We are searching for a detail-oriented, organized, and compassionate Temporary Administrative Assistant to join our Consumer Advocacy team. The ideal candidate will ... play a crucial role in handling administrative tasks, delivering responsive customer support, and ensuring smooth daily operations to further our consumer rights advocacy efforts. **Key Responsibilities:** **Administrative Support:** + Assist with scheduling… more
- Citizens (Middletown, 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
- Edward Jones (Warwick, 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
- Friendly Auto Group (Middletown, NY)
- MUST HAVE PRIOR AUTOMOTIVE SERVICE ADVISOR EXPERIENCE WITH PROVEN TRACK RECORD OF SUCCESS!! Description of the role: The Service Advisor at Friendly Acura of ... that relationship, providing all aspects of a traditional Service Advisor role. + Ensure that work is being dispatched...being dispatched properly, and to the benefit of our client 's experience, while ensuring that our team of Techs… 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 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
- Kohl's (Middletown, 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
- Kohl's (Newburgh, NY)
- Early Morning (Starting at 6am) About the Role As Beauty Lead Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying ... 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
- H&R Block (Sparta, NJ)
- …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
- H&R Block (Sparta, NJ)
- …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 ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as… more
- KeyBank (Suffern, NY)
- …Route 59 - Suffern, New York 10901 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... Private Client Banker... Banker (PCB) is part of the Key Private Client Program and will focus on the entire ...Client Program and will focus on the entire client relationship with a plan-based approach to financial advice.… more
- KeyBank (Goshen, NY)
- …Street - Goshen, New York 10924 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. Personal ... needs and provide guidance and solutions to assist in client 's financial wellness both in person and through proactive...relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is… more