Financial advisor jobs in North Tonawanda, New YorkCreate job alerts

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recomme

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long

Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory and insurance services and is not a separate legal entity. CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation. Serves as an ad

As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospe

This exciting opportunity at Webster Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet cli

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long

A leading financial services company is seeking a Financial Advisor to build a client base and present personalized financial solutions.

Job Title: Salesforce Project Manager.Location: NY/NJ (Hybrid – 3 days/week).Seeking a Senior Project Manager to lead Salesforce B2B delivery projects, managing end-to-end execution, stakeholders, and cross-functional teams.Manage multiple Salesforce projects (scope, timeline, budget).Drive projec

Parts Counter Sales Representative.Parts Counter Sales Representatives are responsible for front-line customer service in a variety of parts ordering functions.Responsibilities include assisting customers, taking parts orders, researching technical data for the correct part or parts and data entry.P

Milton CAT is looking for an experienced Sales Representative responsible for sales and rentals of light and heavy construction products related to scrap, demolition and Waste industry in our Western New York Territory.This position requires a self-motivated, energetic, detail-minded individual with

Ready to make a difference in your community while securing your financial future? Be part of a team of truly extraordinary people.

Full-time Retail Representative.Ferolie, we pride ourselves on maintaining strong traditions of excellence, providing our valued clients with tailored sales and marketing solutions since 1947.Our teams are enthusiastic, experienced, and knowledgeable people who consistently exceed expectations.We ar

Our Sales Representative will be responsible for developing and executing the sales strategy for selling Veritiv products and services within a designated geography or industry.Duties include new business development, maintaining customer relationships, providing customer specific solutions and meet

Outside Wholesale Parts Representative.Paddock Chevrolet a 2026 Best Places to work finalist is currently interviewing for an Outside Wholesale Parts Representative.At Paddock Chevrolet we strive to make every customer a customer for life.Happy employees make happy customers, and we reward individua

NFIB Membership Sales Representative.Do you believe small businesses are the heartbeat of your community?.Are you motivated by meaningful work and the chance to earn what you're worth?.Are you looking for a career where your effort directly supports entrepreneurs, job creators, and local economies?.

Frank's Basement Systems Sales Consultant.Frank's Basement Systems is the premier waterproofing, and structural repair contractor in WNY.In this role you will consult with homeowners at prescheduled appointments.Your goal? To diagnose the issues they are experiencing with their home and provide the

Do you have a passion for making a difference for small business in your community? Are you looking for a career with unlimited income potential? Is company culture important to you? Or maybe you have been thinking about switching career paths and moving into sales?.NFIB was chosen as a Glassdoor To

Outside Sales Representative (Door-to-Door) Fiber Internet!.Here at GoNetspeed, we believe in the power of connectivity.We believe that life doesn't wait for us to catch up.We believe that providing the fastest and most reliable Internet to the communities we serve means committing to the present a

As America's largest supplier of respiratory and durable medical equipment, Lincare's mission is to set the standard for excellence, transforming the way respiratory care is delivered in the home.Lincare employees are inspired by a vision to enable patients with chronic conditions to remain engaged

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Customer Service Representative.Job Category: Customer Service.Get to know Sealing Devices' products, pricing, and margin goals so you can confidently support customers and the internal team.Be a go-to partner for customers, answering questions about products, availability, applications, pricing, an

Customer Service Representative- Bathroom Partitions.Job Category: Customer Service.Bobrick is the industry-leading manufacturer of Stainless Steel commercial washroom accessories with 100+ years of experience.A mid-sized, privately owned company, Bobrick includes brands such as Koala Kare, operates

Customer Support / Remote] - Anywhere in U.Medical, dental & vision / PTO / Paid training - As a Customer Service Rep at Assurant, you will: Handle inbound customer calls and/or e-mails with empathy and professionalism; Resolve issues, answer questions, and provide proactive solutions; Document inte

Customer Service Representative.We are currently seeking a Customer Service Representative for an international company that operates within the transportation industry.The Representative will provide a service to customers who require assistance with issues involving their fare media cards and acco

The Room Service Receptionist is responsible for providing the guest with an enjoyable, expertly served in-room dining experience that exceeds their expectations.In order to execute this goal you may be required to perform any combination of the following duties: Answer all incoming calls for room s

Customer Support / Remote] - Anywhere in U.Medical, dental & vision / 401k - As a Customer Service Rep at DGI Supply, you will: Handle customer and sales interactions via phone, email and tickets within the Customer Care Box; Process requests for quotations, order entry and product questions from cu

Front Desk Registration - Senior Registration Associate Outpatient Urology Office - Clifton Park, NY - FT.The Senior Registration Associate is responsible for performing and overall coordination of clerical duties related to the efficient and service-oriented operation of a medical practice.This po

Customer Service Representative.Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative.As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company

We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance.

Customer Service Representative.We are currently seeking a Customer Service Representative for an international company that operates within the transportation industry.The Representative will provide a service to customers who require assistance with issues involving their fare media cards and acco

Elderwood is seeking a friendly, organized, and reliable part time evening and weekend receptionist to join our team.The ideal candidate will have excellent communication skills, a positive attitude, and the ability to multitask effectively.As the face of our company, you will play a crucial role in