- Edward Jones (Lancaster, 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
- KeyBank (Buffalo, NY)
- …- Buffalo, New York 14210 **Job Summary** The Sr Merchant Business Banking Sales Advisor serves as integral member of the Key Merchant Services Core Business Banking ... relationships with payment and card processing needs, the Business Advisor assists as part of the Core Business Banking...other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any… more
- KeyBank (Cheektowaga, NY)
- …Cheektowaga, New York 14225 **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 will lead with these concepts. The Advisor will be the primary provider of investment services to… more
- KeyBank (Buffalo, 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 (Depew, NY)
- …Boulevard - Depew, New York 14043 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. FWA's ... 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
- CDM Smith (Buffalo, NY)
- …and compliance with industry standards. This role also serves as the main financial advisor and leadership partner to our transportation leadership team. Our ... can act as the subject matter expert for the financial operations and main advisor to the...create a challenging and progressive work environment. We provide career opportunities that span a variety of disciplines and… more
- KeyBank (Buffalo, NY)
- …Avenue - Buffalo, New York 14215 **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 (North Tonawanda, NY)
- …- North Tonawanda, New York 14120 **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 (Tonawanda, NY)
- …Drive - Tonawanda, New York 14223-1294 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their … more
- KeyBank (West Seneca, NY)
- …Street - West Seneca, New York 14224 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. As a ... Tellers ask questions and listen to clients 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 (Buffalo, 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 (Amherst, NY)
- …Road - Amherst, New York 14051 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. Personal ... 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
- WSP USA (Buffalo, NY)
- …a comprehensive suite of benefits focused on a providing health and financial stability throughout the employee's career . These benefits include coverage ... stand on, and champion sustainable development to combat climate change . As part of the team, you will have...life, and retirement savings focused on providing health and financial stability throughout the employee's career . At… more
- Anywhere Real Estate (Buffalo, 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
- Fiserv (Amherst, NY)
- …move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a ... relationships at a senior level with clients, gaining trusted advisor status. + Experience with eCRM tools, tracking and...account management role(s). + Capability and willingness to embrace change and quickly adapt to new situations, shifts in… more
- Anywhere Real Estate (Buffalo, 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
- Independent Health (Buffalo, NY)
- …about the potential people bring to our organization. You can grow your career here while enjoying first-class perks, benefits and a culture that fosters growth, ... to synthesize data related to various market trends, product changes and financial metrics to recommend pricing or pricing strategy. + Effectively handle shifting… more
- KeyBank (Buffalo, NY)
- …adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities. + Coordinate officer transitions ... and bill pay, online statements, disputing a transaction etc. + Provide financial planning support to both advisors (data collection/input, etc.) and clients… more
- Deloitte (Williamsville, NY)
- …processes, which enable professionals to develop their strengths and enhance their career experience, to Deloitte Professionals below the PPMD level across the ... Enabling Areas, Government & Public Services (GPS), Risk & Financial Advisory, and Tax. Work You'll Do The Performance...management strategy. This can include: + Serving as an advisor to talent and business leaders on PM processes… more