The primary responsibility of a Lead Advisor is client retention, reviewing/presenting client financial plans and investment recommendations with existing clients without supervision. Primary Duties:...
The Academic Advisor position at Excelsior University is a direct student services position with an emphasis placed upon providing accurate, timely, quality service to admitted and enrolled students in specific degree programs at Excelsior. The...
Job Description Position Summary: Under the supervision of the Associate Director of Student Conduct and Community Standards; the Student Conduct Specialist assists in administering the student conduct...
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...
The Student Program Coordinator will perform higher level office support duties and provide specialized program support for the ECS Office of Student Success & Career Services. The Student Program Coordinator will perform a wide range of...
Please note: State agencies that contact job applicants do not usually request personal or financial information via text message or over the phone in connection with your response to a job posting. If you are contacted for such information by...
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:...
Who you'll work with: Third Eye Associates is a fee-only, boutique, Registered Investment Advisor (RIA) planning firm, based in New York's beautiful Hudson River Valley. We are in search of our newest Financial Planner (ideally...
We are seeking a Client Advisor/CFP® to join our Upstate New York team based out of our Amherst, NY office. This addition to our team will be the financial planning lead on client teams for new and existing client relationships. The...
Pay Range: USD $25.00 - USD $30.00 /Hr. Overview: The individual in this Part Time Temporary role shall provide services as a University MS and MBA adviser for its Leadership in Medicine Program (LIM) students...