- Edward Jones (Watkins Glen, NY)
- …you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with ... information regarding compensation please click the link below. New Financial Advisors Compensation (https://careers.edwardjones.com/ career -areas/new- financial - advisor… more
- Bank of America (Rochester, NY)
- …to succeed in your role and throughout your career journey. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities ... Financial Solutions Advisor Stage I - Registration...career and a drive to make our clients' financial lives better. If you are an individual who is… more
- Bank of America (Pittsford, NY)
- …an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland;...package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading… more
- Bank of America (Rochester, NY)
- Financial Solutions Advisor - Consumer Investments -...at Bank of America will give you a great career with opportunities to learn, grow and make an impact, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Latham/ Financial -Solutions- Advisor Consumer-Investments Albany Hudson-Valley-Market\_25022414-2) **Job Description:** At… more
- KeyBank (Greece, NY)
- …3636 Dewey Avenue - Greece, New York 14616 **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 KeyBank… more
- KeyBank (Rochester, NY)
- …capital needs + Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without ... growth and service goals required. **Tactical Skills** + Strong financial acumen including the ability to read and understand...and opportunities to grow in your position and your career . For 200 years, Key has opened doors in… more
- KeyBank (Rochester, NY)
- …14604 **Job Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking ... moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients,...other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any… more
- KeyBank (Fairport, NY)
- …Road - Fairport, New York 14450 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. As ... issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to...other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any… more
- KeyBank (Penfield, NY)
- …Road - Penfield, New York 14526 **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...other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any… more
- KeyBank (Rochester, NY)
- …Road West - Rochester, New York 14626 **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
- KeyBank (Rochester, NY)
- …with Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable ... Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar… more
- KeyBank (Canandaigua, NY)
- …Boulevard - Canandaigua, New York 14424 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling...other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any… more
- University of Rochester (Rochester, NY)
- …undergraduate students in The College - Serve as a member of the campus-wide Change of Status network; works collaboratively with offices across the college to best ... and returning from time away - Serves as a member of the campus-wide Change of Status network which provides the infrastructure for the process and identifies… more
- Anywhere Real Estate (Rochester, NY)
- …and employees. If you have a knack for strategy development, transformation, and change management, and a proven track record of leading complex projects, we want ... trends and best practices in strategy development, corporate transformation, and change management. + **Adaptability:** Ability to work in a fast-paced, dynamic… more
- ADP (Fairport, NY)
- …+ Are you ready for your next best job where you can control your financial future -- and achieve that perfect work-life balance you've been searching for? + Does ... a consultative business partner introducing ADP's leading solutions to Chief Financial Officers, Human Resources and Payroll Administrators, Small Business Owners,… more
- Anywhere Real Estate (Rochester, NY)
- …**MAJOR DUTIES AND RESPONSIBILITIES** + Audits Equity requests to ensure timeliness and financial accuracy prior to disbursement of funds + Audits Homesale files to ... internal control procedures for US and Canada + Prepares financial entries to correct audit issues identified in the...established Accuracy metrics + Utilize Communication skills to effect change and resolve issues on team, and throughout Cartus… more