- KeyBank (Cheektowaga, NY)
- …1675 Walden Ave - Cheektowaga, New York 14225 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- NBT Bank (Williamsville, NY)
- …Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover additional investment and insurance needs and to ... referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. Education and Experience:… more
- KeyBank (Amherst, NY)
- … advisor , and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products… more
- Deloitte (Williamsville, NY)
- …regulations related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities: + Manage renewable energy client ... Pass-through lease + Maintain and develop strong internal and client relationships + Demonstrate sound judgment and a quality-first...of business tax services is relevant for public and private companies, and range from tax planning to tax… more
- Deloitte (Williamsville, NY)
- …projects related to tax planning opportunities. + Coordinating and communicating with client contacts as required to gather information to complete their tax ... banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers. Qualifications… more