- Edward Jones (Watkins Glen, 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
- Bank of America (Pittsford, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
- Atria Wealth Solutions (Corning, NY)
- … Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base ... to promote the solutions to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are not limited to, the following: +… more
- Tompkins Community Bank (Ithaca, NY)
- …at least three (3) days per week . As a member of the Tompkins Financial Advisor 's Fiduciary Team, the individual in this role will prepare detailed fiduciary ... Strong attention to detail, excellent communication skills, and proficiency in financial analysis and industry software are essential for this role. Responsibilities… more
- Lakelands Concrete Products, Inc (Lima, NY)
- …about your future: * 401k Plan * Profit Sharing Plan * Access to a Professional Financial Advisor We care about your life outside of work: * Generous Paid Time ... Off * Bereavement Pay * Paid Family Leave * Retirement Planning Assistance For information on Lakelands Concrete including more information on the team and our company culture, visit our website athttps://www.lakelandsconcrete.com/. All applicants will receive… more
- Tompkins Community Bank (Ithaca, NY)
- …maintaining existing client relationships; creating comprehensive wealth plans and coordinated financial strategies to align with each client's goals and values; ... involvement and other professional external client resources; acting as a key advisor to provide professional support to team members and assembling an integrated… more
- IQVIA (Ithaca, NY)
- We are seeking a **Senior Medical and Scientific Advisor ** to join IQVIA Laboratories in a **remote** position. We hire passionate innovators who drive healthcare ... research and development. As a Senior Medical and Scientific Advisor , you will be providing scientific and technical advice...take care of our employees' physical, mental and emotional, financial , and social well-being so they can thrive at… more
- JPMorgan Chase (Pittsford, NY)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management, you ... customers want. You will lead a team of a Financial Advisors who service a wide range of clients,...capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track… more
- World Insurance Associates, LLC. (Geneva, NY)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top… more
- KeyBank (Canandaigua, NY)
- …Boulevard - Canandaigua, New York 14424 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... 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
- KeyBank (Fairport, NY)
- …Road - Fairport, New York 14450 **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...transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our… more
- ADP (Fairport, NY)
- …+ Are you ready for your next best job where you can control your financial future -- and achieve that perfect work-life balance you've been searching for? + Does ... a consultative business partner introducing ADP's leading solutions to Chief Financial Officers, Human Resources and Payroll Administrators, Small Business Owners,… more