- Bank of America (Rochester, NY)
- Financial Solutions Advisor - Consumer Investments - Albany / Hudson Valley Market Latham, New York;Newburgh, New York; Katonah, New York; Rochester, New ... are guided by a common purpose to help make financial lives better through the power of every connection....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- Bank of America (Rochester, NY)
- Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Mount Hope Financial Center, NY Rochester, New York **Job ... skills to succeed in your role and throughout your career journey. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your… more
- KeyBank (Canandaigua, NY)
- …Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and ... York 14424 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more
- KeyBank (Penfield, NY)
- …to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. ... York 14526 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products +… more
- KeyBank (Rochester, NY)
- …excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their ... York 14626 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...financial statements and concepts(required) + Demonstrated understanding of consumer credit including loan to value, debt to income… more