NY-Syracuse Senior Market Insurance Advisor

The Personal Insurance Client Advisor will work in a team environment to effectively respond to clients' needs and requests and protect their assets. · Handle a book of business by building relationships with clients and ensuring activities are settled efficiently. · Assist clien ...

Personal Insurance Client Advisor will work in a team environment with all members of the Personal Insurance department to effectively respond to clients' needs and requests and to properly protect their assets. · ...

We are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. · Client Advisors will handle a book of business by which he/she will build a relationship with each account and take ownership that the activities on the accoun ...

About ASB specializes in insurance solutions for seniors and their families. We give agents the tools to build an independent agency, access top carriers, and serve a mission-focused market with dignity and integrity. · ...

About ASB:ASB specializes in insurance solutions for seniors and their families. · We give agents the tools to build an independent agency, access top carriers, · and serve a mission-focused market with dignity and integrity. · ...

Wealth Management Advisor Role Highlights Client Engagement: Build and nurture client relationships through networking events and portfolio management ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives an ...

Provides financial advice for customers in mass affluent segment. · ...

This employment opportunity at TruStage located at The Summit Federal Credit Union in Syracuse, NY would allow you to join The Summit Federal Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. · The Investment Program at The Summit Federal ...

Job summary: · Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Primary Responsibilities: · sell and close these independently · ...

Join Our Award Winning Team with flexible schedules and team member discounts. · We take great pride in providing outstanding opportunities and a positive work culture. · ...

+Job summary · About This Role · +2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education · + · [...] · ...

Wells Fargo is seeking a Client Associate in Wealth and Investment Management. · 2+ years of Brokerage and Client Services experience · ...

We're Hiring. Not your typical CPA firm. We blend accounting expertise at all levels within a corporate structure with a deep understanding of our clients' business, making Bowers Accountants & Advisors the trusted partner for clients looking for an outsourced solution to their a ...

+Job summary · The team is committed to developing individuals into strong, confident financial representatives through a culture rooted in purpose, growth, and support. · +ResponsibilitiesClient Consultation: Engage with clients to understand their financial goals. · Financial P ...

Serves as an advisor to provide advice-based approach to financial solutions for assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment. Works with Investment Advisors, Fiduciary Advisors, Community pa ...

The Senior Trust Officer leads client relationships by delivering comprehensive wealth management guidance. · ...

This employment opportunity at TruStage located at The Summit Federal Credit Union in Syracuse, NY would allow you to join The Summit Federal Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. · ...

We have recently expanded to a state of the art office in downtown Syracuse The Employee Owners of HF&C are looking to add a dynamic progressive Account Manager to our Manufactured Housing Division · Handle client service requests and all activities involved with procuring and r ...

Voya Financial Advisors is seeking a Financial Professional to join our team in the greater Syracuse area. · ...

We are seeking a Financial Advisor to join our team. The ideal candidate will have excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. · ...