- Lithia & Driveway (Wappingers Falls, NY)
- …to perform, exceed and excel then we want you to come work with us as an Internal Service Advisor . J oin a team focused on earning customers for life! We are ... largest auto retailers in the United States. Responsibilities As an Internal Service Advisor you will be responsible for effective time management and… more
- Kestra Financial (Wappingers Falls, NY)
- The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This ... the day-to-day client management on behalf of the Lead Advisor . Essential Duties and Responsibilities + Supports Lead ...once + Ability to build relationships with clients and internal partners and product wholesalers + Experience with the… more
- Tompkins Community Bank (Mount Kisco, NY)
- Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client relationships by delivering comprehensive wealth planning and ... with each client's goals and values. This role serves as a key advisor and team collaborator, integrating investment, banking, trust, and insurance professionals to… more
- KeyBank (Tarrytown, NY)
- …- Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank ... while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day… more
- JPMorgan Chase (Newburgh, NY)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your...and dotted-line reporting relationships + Builds role as the internal and external mortgage expert; builds and maintains good… more
- Citizens (Middletown, NY)
- …plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... to meet client needs. + Utilize the knowledge of internal stakeholders and specialists in delivering a variety of...+ A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. +… more
- Bank of America (Newburgh, NY)
- Financial Solutions Advisor - Albany / Hudson Valley Market Latham, New York;Newburgh, New York; Katonah, New York; Mount Kisco, New York; Yorktown Heights, New York ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Latham/Financial-Solutions- Advisor Albany Hudson-Valley-Market\_25035958-1) **Job Description:** At Bank of America,… more
- Bank of America (Mount Kisco, NY)
- Financial Solutions Advisor - Mount Kisco Financial Center Mount Kisco, New York **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Mount-Kisco/Financial-Solutions- Advisor Mount-Kisco-Financial-Center\_25042454-2) **Job Description:** At Bank of America, we… more
- Northwell Health (Sleepy Hollow, NY)
- …years of relevant experience, education, credentials, negotiated contracts, budget and internal equity). The salary range for this position is $114,000-$182,000/year ... It is Northwell Health's policy to provide equal employment opportunity and treat all applicants and employees equally regardless of their age, race, creed/religion, color, national origin, immigration status or citizenship status, sexual orientation, military… more
- BD (Becton, Dickinson and Company) (Franklin Lakes, NJ)
- …and devise solutions. + Lead and motivate deal teams comprised of both internal associates and external advisor relationships (investment banks, law firms, ... industry consultants, accounting firms). + Build partnerships with business units, regional representatives, and functions to enhance overall transactional process and understand strategic priorities. + Support teams performing industry and competitive… more
- Heritage Financial Credit Union (Middletown, NY)
- Sr. Manager of Internal Audit - Middletown, NY WFH Flexible * Middletown, NY (http://maps.google.com/maps?q=25+Rykowski+Lane+Middletown+NY+USA+10941) Description ... Come join Heritage Financial Credit Union's Internal Audit Team as the Sr. Manager of ... audit is more than a checkpoint-it's a trusted advisor function embedded in strategic decision-making. We are seeking… more
- Edward Jones (Chappaqua, NY)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...and maintain strong relationships with clients, referral sources, and internal client support team members. + **Account Management:** Aptitude… more
- Raymond James Financial, Inc. (Somers, NY)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... accounts and researches client and security information using internal databases and other technologies. + For proper maintenance and to meet firm and industry… more
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client… more
- Danaher Corporation (Poughkeepsie, NY)
- …influence across a matrixed organization. You will serve as a trusted advisor and strategic partner-shaping account strategy, driving growth, and helping customers ... assigned accounts, including IDNs and Health Systems. Act as a trusted advisor , leveraging relationships to drive year-over-year growth, protect the base business,… more
- The Cigna Group (Franklin Lakes, NJ)
- …participate in content development across a suite of solutions in collaboration with internal partners and enable understanding of that content to other areas of ... DTC marketing content and messages. Reporting to Behavioral Health Solutions Senior Advisor , this role requires a strategic mindset, ability to collaborate with… more
- Heritage Financial Credit Union (Middletown, NY)
- …initiatives and ensure strategic goals are achieved. Serve as a trusted advisor to the CEO and Executive Leadership. Streamline communication, planning, and ... Chief of Staff is a strategic partner and trusted advisor to the CEO and Executive Leadership team. This...by fostering collaboration and transparency across teams. + Lead internal communications and organizational updates on behalf of the… more
- KeyBank (Tarrytown, NY)
- …to actualize client aspirations and further position Key as the client's trusted advisor . + Interfaces with other Key Private Bank advisors and team members as ... occur with the client. + Confers with clients' other internal and external advisors to provide advice relating to...portfolios to centralized teams. + Maintains compliance with all internal policies and procedures, including but not limited to,… more
- KeyBank (Cortlandt Manor, NY)
- …- Cortlandt Manor, New York 10567 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... + Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting;… more
- LEGOLAND (Goshen, NY)
- …skills. + Lead talent and succession planning, ensuring a robust internal pipeline aligned with attraction priorities. **Organizational Effectiveness & Workforce ... and deliver the attraction's engagement and communication plan with leaders and Internal Comms. + Drive two-way communication and foster an engaged, feedback-driven… more