Personal financial advisor jobs in Mount Vernon, New York (NY) State

Private Client Financial Advisors are their clients' primary trusted advisor. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors work with...

Review and analyze customer scorecards and service levels monthly, to identify and resolve any issues that may be negatively affecting our service levels and to avoid penalties. GENERAL SUMMARY Handle daily customer service functions for Chain, Wholesale, Distributor and Mass Merchandisers for th...

Review and analyze customer scorecards and service levels monthly, to identify and resolve any issues that may be negatively affecting our service levels and to avoid penalties. GENERAL SUMMARY Handle daily customer service functions for Chain, Wholesale, Distributor and Mass Merchandisers for th...

TD Bank - JobID: R_1347066 [Bank Teller] As a Teller at TD Bank, you'll: Conduct needs-based conversations and offer financial solutions; Process Teller transactions for Customers including servicing Customer accounts, accepting loan payments, etc; Balance Automated Teller Machines (ATMs) and Tel...

The Supervisory Teller, under limited supervision, is responsible for performing t= the duties of a Teller, as well as overseeing the work of the Teller-Line, ensuring the operational effectiveness of the unit and the deliverance of exceptional customer service at each point of contact. ESSENTIAL...

Accurately completes all necessary paperwork to support sales activities in a manner consistent with quality control guidelines, including but not limited to the following: dispositioning, entering sales orders, and reporting on sales. Achieves monthly sales quotas in high-speed data, mobile, lan...

Dollar Tree - 435 NORTH AVE [Retail Associate / Cashier / Team Member] As a Sales Floor Associate at Dollar Tree, you'll: Handle all sales transactions while operating assigned cash register; Maintain security of all cash; Maintain a high level of good customer service; Protect all company assets...

Project Overview:The Financial Systems Analyst (FSA) helps Business Services division under Chief Financial Officer bridge gaps between technology and business processes, enabling leadership to make informed business decisions which contribute to maintaining its competitive margin and financial i...

Project Overview:The Project Manager role will support capital projects. Immediate long term contract opportunity for an IT Project Manager with direct client in Westchester County, NY. Our client - a major utility firm based out of Westchester County, NY - has an immediate need for an IT Project...

Family Dollar - 354 S BROADWAY [Retail Associate / Cashier / Team Member] As a Customer Service Representative at Family Dollar, you will: Be responsible for providing exceptional service to customers; Greet customers and assist them with selection of merchandise; Complete cash register transacti...

The Customer Service Representative uses knowledge of the brand's products and services and excellent customer service skills to address issues, provide support, offer information, and place orders to keep customers satisfied and retain business. The Customer Service Representative handles calls ...

Atria Senior Living - [Administrative Assistant / Secretary] As a Receptionist at Atria Senior Living, you'll: Answer incoming telephone calls, determine purpose of callers, and forward calls to appropriate personnel or department; Retrieve messages from voice mail and forward to appropriate pers...

ShopRite - ShopRite of 20th Ave [Retail Cashier / Checker / Team Member] As a Cashier at ShopRite, you'll: Check prices, and be knowledgeable about location of items in store; Accurately and quickly collect proper payment and provide proper change; Process all forms of payments; Promote for sale ...

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. As a Financial Advisor, you will:. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Build a c...

As a Personal Lines Assistant, you will support the customer relationship by meeting and exceeding the service expectations for our customers by facilitating day to day service and policy maintenance. Exceptional customer service and interpersonal skills required. ...

The Administrative Assistant will provide high-level administrative support to the executive team, ensuring efficient operation and handling sensitive and confidential information with utmost professionalism and integrity and can communicate with all levels. We are looking for an Administrative A...

Are you an Assistant Project Manager experienced in managing Ground-Up OR Interior Commercial & Retail projects greater than $10M? Or, are you an Assistant Project Manager that lives close to the Westchester area and is sick of commuting to Manhattan?. Mid-sized GC with a portfolio of Commercial ...

The candidate in this position will be responsible for overseeing the efficient and profitable operation of all branch activities. In addition to reporting all financial and operations information to company management, this candidate is responsible for hiring, training, and dismissing any employ...

Are you seeking a career that can offer more? Do you want to help people achieve their financial dreams while earning more money yourself? Look no further than a career as a Financial Advisor with CNO Financial Group!. As a Financial Advisor, you will have the opportunity to positively impact the...

In the Direct Sales Representative role, you will be part of one of the most dynamic sales departments in the company. A genuine passion for delivering exceptional sales results by achieving sales targets. Our culture of excellence provides a pathway to success as local leaders and peers, will su...

As a full-time Verizon Retail Sales Associate, you'll have the opportunity to grow your career with a team focused on unlocking your full potential and sales success within one of our retail stores. Generate retail sales by using your passion for cutting-edge technology, and exceptional customer ...

Under the direction of the Executive Director and senior unit staff, this candidate will perform research and analysis activities related to bike share and shared mobility that will inform current and future planning; conduct economic research and studies involving estimates and forecasts regardi...

Staples - JobID: 11312 [Sales Associate / Team Member] As a Retail Sales Associate at Staples, you'll: Respond quickly and resourcefully to customer requests and concerns; Create a positive, inviting environment for customers; Multitask on sales responsibilities and merchandising while maintainin...

Collaborate with Membership Advisors for PT Sales take overs * Assume Manager On Duty ... Support trainers through financial planning as it relates to the compensation plan KPI Management