- Edward Jones (Lancaster, 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
- Raymond James Financial, Inc. (Clarence, NY)
- …business summary reports and client-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing Client ... and within a dynamic team environment to provide administrative support to the financial advisors and branch office + Open new client accounts, process money… more
- KeyBank (Medina, NY)
- …Main Street - Medina, New York 14103 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. As a ... issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to...transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our… more
- KeyBank (Batavia, NY)
- …Main St - Batavia, New York 14020 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to… more
- KeyBank (Lancaster, NY)
- …Street - Lancaster, New York 14086 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their … more
- Citigroup (Getzville, NY)
- …a career move that will put you at the heart of a global financial institution? Then bring your self-starter skills in analysis, problem solving and communication to ... serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.** **Team/Role Overview** **This role… more
- Citigroup (Getzville, NY)
- …multiple sources, including external clients and internal operations groups + Serve as an advisor and coach to new or junior level staff on procedures and work ... people management preferred + Experience in management with Banking and Financial Institutions preferred + In-depth understanding of opportunities that exist within… more
- Citigroup (Getzville, NY)
- …and procedures as necessary + Provide technical/strategic direction and act as advisor /coach to lower level analysts + Develop projects required for design of ... teams, and work under pressure or to a deadline + Experience in a Financial Services or large complex and/or global environment preferred + Effective written and… more