Senior Merchant Business Advisor - Buffalo, NY

The Sr. Merchant Business Banking Sales Advisor assists clients with payment and card processing needs. · This position involves growing client relationships and managing profitable client relationships for clients with basic to moderately complex merchant needs. · ...

Assists Business Risk and Control supported line(s) of business with risk related reporting and analysis to support the identification, measurement, · ...

A hybrid wholesaler is a financial sales professional who combines the duties of both internal and external wholesalers. · ...

Serves as an advisor to provide advice-based approach to financial solutions for assigned book of business. · ...

The Dental Sell Side Advisor converts dental practice leads into high-value signed contracts. · ...

The Centralized Financial Advisor serves as an advisor to provide advice-based solutions for financial needs of assigned accounts. · Solicits new and existing investments and insurance solutions from mass affluent customer segment. · Prepare recommendations for customized financi ...

++As a Private Client Advisor in Chase Wealth Management,+you will offer comprehensive financial planning+and advice to individuals and families.+You provide an exceptional investor experience by+offering advised solutions and Chase partner referrals+,deepening client relationshi ...

Digital Sales Advisor Hearst Digital Marketing Services is seeking a highly motivated and experienced seller to join our team. As a Digital Media Advisor, you will be responsible for developing and pitching digital media strategies to drive business growth for our SMB clients. · ...

Herramientas financieras para ayudar a las personas a controlar su futuro financiero. Personalizado y educacional. · Conduciendo evaluaciones financieras. · Avisando sobre inversiones y planificación del retiro. · ...

Are you passionate about building a lasting legacy, empowering others, and achieving financial freedom? · ...

Digital Sales Advisor Hearst Digital Marketing Services is seeking a highly motivated and experienced seller to join our team As a Digital Media Advisor you will be responsible for developing and pitching digital media strategies to drive business growth for our SMB clients This ...

We are seeking an experienced Microsoft 365 Architect to lead the design, governance, and strategic implementation of enterprise Microsoft 365 solutions. · The Microsoft 365 Architect will serve as a trusted advisor to stakeholders, guiding digital transformation initiatives and ...

Conducts a needs analysis of current and potential customers under guidance and direction of more experienced Financial Advisors based on these analyses profiles assesses and closes sales opportunities for existing and perspective customers within assigned book branch(es) and Mar ...

+Conducts a needs analysis of current and potential customers under guidance and direction of more experienced Financial Advisors. Based on these analyses, profiles, assesses, and closes sales opportunities for existing and perspective customers within assigned book, branch(es) a ...

The Client Service Associate is responsible for providing administrative support to financial advisors and branch offices. · Essential duties include:Servicing daily client inquiries over the phone and in-person. · Preparing letters, forms, and reports to assist with servicing ex ...

The Imagine Group is recruiting for a · VP of Finance, FP&A, · on behalf of our client, a leading family-owned food company dedicated to inspiring possibilities. · In this role, · You will be responsible for leading the corporate financial planning & analysis function · and the ...

wells fargo seeking branch complex senior manager wealth investment management part wells fargo advisors learn more career areas lines business · branch complex senior manager lead branches within market wells fargo advisors role responsible building environment fosters signific ...

We are hiring a CPA to lead tax preparation, planning, and advisory services for our clients. · This role is ideal for a CPA who is ready to step out of pure compliance and into strategic partnership — working directly with financial planners, business owners, and clients who val ...

Citizens employs experienced advisors to help individuals and families attain financial goals through tailored plans. · Clients are served by branch-based advisors in collaborative environments that prioritize client interests. · ...

We are seeking a highly motivated and experienced seller to join our team as a Digital Media Executive. You will be responsible for developing and pitching digital media strategies to drive business growth for our SMB clients. · ...