- 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
- 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 ... - Mahopac, New York 10541 **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 (Monroe, NY)
- …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 (Brewster, NY)
- **Location:** 1505 Rt 22 - Brewster, New York 10509 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets… more
- KeyBank (Cortlandt Manor, 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
- JPMorgan Chase (Fishkill, NY)
- …and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan ... provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** +… more
- KeyBank (Fishkill, NY)
- …growing client relationships with payment and card processing needs, the Merchant Sales Advisor assists as part of the client 's trusted advisor team for ... AREA TO BE CONSIDERED **Job Summary** The Merchant Sales Advisor serve as integral member of the Key Merchant...solutions in order to develop, manage and retain profitable client relationships for clients with basic to moderately complex… 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
- KeyBank (Tarrytown, NY)
- … client aspirations and further position Key as the client 's trusted advisor . + Interfaces with other Key Private Bank advisors and team members as ... on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with… 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 (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