- Citizens (Middletown, NY)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- Truist (Paramus, NJ)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. ... and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment product educational seminars for… more
- KeyBank (Mahopac, NY)
- …lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow year-over-year revenue. + Develop a strong ... York 10541 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and... Advisors with a focus on our Mass Affluent client base with planning and financial wellness… more
- JPMorgan Chase (Ramsey, NJ)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client … more
- KeyBank (Chester, NY)
- …74 Brookside Avenue - Chester, New York 10918 **Job Description Preview** **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...their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services… more
- KeyBank (Suffern, 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 ... client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well… more
- Citigroup (Ridgewood, NJ)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment… more
- KeyBank (Tarrytown, NY)
- … client advisor developing and implementing strategies based on the client 's financial goals, and by coordinating with the extended KPB relationship team ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …to $145,000.00 base salary.** **Essential Duties and Responsibilities** * Partners with Financial Advisor to review clients' current portfolio design, understand ... are an expanding team that currently includes a Senior Advisor , Associate Advisor , and Registered Client... client goals, enter client data, and conduct financial analysis. *… more
- World Insurance Associates, LLC. (Brewster, NY)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Citigroup (New City, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- Citigroup (Yorktown Heights, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more