NY-Syracuse Senior Market Insurance Advisor

We are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. · The Personal Insurance Client Advisor will work in a team environment with all members of the Personal Insurance department, · to effectively respond to our cl ...

Provide friendly, personalized financial services and products to customers. Work in a team environment with the Personal Insurance department to effectively respond to clients' needs and requests. · ...

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 ...

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. · ...

· Overview · 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. · Benefits: · High-value carrier access a ...

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 ...

We are hiring for our office here in Syracuse, NY · Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningf ...

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

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. · ...

Want to learn more about this role and Jobot? Click our Jobot logo and follow · our LinkedIn page · Job details: · Litigation Partner for mid size full service firm with offices across NY · This Jobot Job is hosted by: Dana Paulo · Are you a fit? Easy Apply now by clicking the "E ...

Chief Financial Officer & Treasurer (CFO) · Syracuse, NY | Full-Time | Executive Leadership · Compensation: $160,000–$180,000 · A large, established faith-based organization in Central New York is seeking a CFO & Treasurer to lead financial stewardship for a complex, multi-entity ...

Want to learn more about this role and Jobot? Click our Jobot logo and follow · our LinkedIn page · Job details: · Litigation Partner - Insurance Defense & Coverage at a people first mid size NY firm that values growth, collaboration, and life balance. · This Jobot Job is hosted ...

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 ...

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

· At Northwestern Mutual Syracuse, we're looking for driven individuals to join our mission of helping clients achieve financial security and peace of mind. We have current openings for entry-level applicants, as well as experienced insurance/financial services leaders. Our advi ...

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 ...

Financial Advisor – The Summit Federal Credit Union · Your career path should lead to real opportunity · LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at The Summit Fed ...