Remote Customer Service American Income Life (part of Globe Life, a NASDAQ traded company) is looking for Benefit Representatives to help manage growing client needs and help provide both new and existing clients with the best products and...
Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client centric culture, having a mindset of continuous improvement and always enhancing...
Location: 3636 Dewey Avenue - Greece, New York 14616 Job Description Preview Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the...
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and...
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals:...
Description: ***This opportunity is open to all employee-owners with minimum one year of service with M+S at our upstate locations: Glens Falls, NY, Hoosick Falls, NY, Leeds, NY, Queensbury, NY, Saratoga Springs, NY,...
Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and...
Are you ready to transform lives and create lasting impact through innovative financial planning? Northwestern Mutual, we're more than advisors; we're partners in progress and change-makers in people's financial journeys. Join our extraordinary...
General Description: Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients. Activities include, but not limited to renewal marketing, handling client questions and requests, and...
Job Description: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including...