- 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
- Citizens (Williamsville, NY)
- …the role as a condition of employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. + Demonstrated ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- Raymond James Financial, Inc. (Depew, 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
- Deloitte (Williamsville, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
- KeyBank (Machias, NY)
- **Location:** 1000 Oakbrook Drive, Ann Arbor Michigan **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
- H&R Block (Williamsville, NY)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health… more
- H&R Block (Williamsville, NY)
- …offerings can help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible associate well-being ... programs including mental health support and coaching + 401k Retirement Savings Plan and Employee Stock Purchase Plan + Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you! + Other… more
- KeyBank (Hamburg, NY)
- …Camp Road - Hamburg, New York 14075 **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 (Amherst, NY)
- …Street - Amherst, New York 14226 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. Personal ... and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more
- NBT Bank (Williamsville, NY)
- …-143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private banking ... client relationships by positioning and selling a broad array of appropriate financial products and services. Develops strategic relationships with all NBT Wealth… more
- KeyBank (Attica, NY)
- …Main St - Attica, New York 14011 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. As a Lead ... Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to...transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide… more
- ADP (Amherst, NY)
- …a **Sales Representative, Major Accounts.** + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Do you want a ... life-long friendships here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and… 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
- 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 ... Catalyst for Growth: Travel across the greater area, partnering with Financial Institutions to bring Clover's cutting-edge solutions to merchants, sparking success… more
- KeyBank (Amherst, NY)
- …Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of the operational, technical, and ... functional structure of financial services organizations, banking systems, and compliance programs obtained through prior roles in wealth management, trust, or… more