Private Client Advisor - Wealth Planning & Solutions
KeyBank
KeyBank is seeking a Private Client Banker to manage relationships with individuals and small businesses in the Fishkill area. You will deliver financial solutions and coordinate with investment, mortgage and business banking teams to meet client needs. Responsibilities include building a referral pipeline, maintaining client data, and ensuring compliance with bank policies while supporting branch operations. #J-18808-Ljbffr KeyBank
$25 - $38.46 per hour
...Private Client Banker Location: 738 Route 9 - Fishkill, New York 1252... ...Be a problem solver, trusted advisor, and partner to the people and... ...entire client relationship with a plan-based approach to financial... ...refer appropriate financial solutions to KeyBank's client base with...Private clientHourly payWork experience placementDay shift$75k
...trust and educate them about Platinum’s supplemental insurance solutions. 2. Leverage Our 10-Step Sales Process : Follow a time-tested... ...coverage. By bridging the gaps left by traditional health plans, Platinum’s products offer peace of mind when unexpected health...SuggestedFlexible hoursNight shift$55k - $70k
...Guided by our mission to empower clients to predict, prepare for, and... ...highly organized, detail-oriented Wealth Client Onboarding Specialist for our Wealth Advisors Division to deliver a seamless and... ...Costs: Unlike stock purchase plans, our ESOP is entirely company-funded...SuggestedHourly payFull timeWork at office- ...civil and structural firm serving municipal agencies, private developers, and institutional clients from the Greater NYC area to the Capital Region. We'... ...engineering consulting work — stamped drawings, master planning engagements, field observations, and technical...Private client
$16 - $22.3 per hour
...highest product quality standards to support our department strategy. * Achieve productivity standards as outlined in Management Planning. * Develop product knowledge in various areas of the department. * Share recognition of accomplishments and reflect the key...SuggestedLocal area$110k - $160k
...equipment, parts and service needs and present integrated HVAC system solutions for those needs.• Accurately survey equipment, mechanical... ...will be priced and bid according to the company's pricing plan and structure as directed by management.• Work to successfully...- ...Solutions Sales Representative Sciens Building Solutions is seeking a Solutions Sales Representative... .... Independently establish call plans and customer follow up strategies and... ...grow business by providing solutions to new client base. In-depth understanding of fire...Temporary workFor contractorsNight shift
$100k - $175k
...information to tailor insurance solutions. Create and present... ...renewal workflows to ensure strong client retention and long-term partnerships... ...to build long-term wealth while growing your career. Heres... ...retirement savings, helping you plan for the future with confidence...Work at office$100k - $130k
...We are seeking a highly organized, detail‑oriented Wealth Client Onboarding Specialist for our Wealth Advisors Division to deliver a seamless and professional client... .... No Out‑of‑Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company‑funded, meaning you...Work at office- ...opportunities for underrepresented groups. Known for its white-glove service, Shelter Air collaborates across trades to provide holistic home solutions, ensuring performance and convenience. As an industry leader, Shelter Air continues to redefine standards in indoor air quality...Contract workWork at office
$33.7k - $55.36k
...enhancing lives by providing reliable, high-speed connectivity solutions that keep the world connected. Our successes, now and in the future... ...to be a successful earner in Optimum’s lucrative compensation plan. Responsibilities - Connection builder: Your communication...Full timeLocal areaWeekend work$115k - $135k
...approach, delivering innovative solutions across the full project... ...coast to coast, Stratus® serves clients nationwide while maintaining... ...its team. Serving public- and private-sector clients, the firm is dedicated... ...on our promise of Better Plans. Better Places. The Role...Private clientHourly payFull timeTemporary workFor contractorsFor subcontractorWork at officeLocal areaFlexible hours$55.5k - $260k
...both insurance products and risk management solutions. Account Executives will develop and execute individual business plans to meet retention and development goals. Meeting... ...goals and targets through effective client management, use of agency value added services...Base plus commissionFull timeTemporary workPart timeWork at officeWork visaFlexible hours$60k - $350k
...knowledge of middle market insurance products and risk management solutions Proven relationship building skills to support business... ...mutual business development and retention goals Requires strong planning, organizational, problem solving and time management skills...Base plus commissionFull timeTemporary workPart timeWork visaFlexible hours$100k - $175k
...information to tailor insurance solutions. Create and present... ...renewal workflows to ensure strong client retention and long-term partnerships... ...to build long-term wealth while growing your career. Here... ...retirement savings, helping you plan for the future with confidence...$37.5k - $42.5k
...Position Title: Assistant Client Service Specialist- Employee Benefits Location:... ...the unique opportunity to build long-term wealth while growing your career. Heres what makes... ...-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning...Full timeWork at office$100k - $130k
...Marshall+Sterling is seeking a Wealth Client Onboarding Specialist for their Poughkeepsie office. This role involves managing the onboarding process for new clients, ensuring compliance and high-quality service. Candidates should have a bachelor's degree or equivalent...Work at office$60k - $65k
.... Would you like to become part of an innovative company whose solutions digitalize everyday work across a wide range of industries? Then... ...single/family HDHP deductible ~ Your choice of 4 medical plans (HDHP, EPO, PPO) ~ Short Term Disability (100% company paid)...Base plus commissionTemporary workWork at officeLocal areaVisa sponsorshipWork visaFlexible hours- ...their questions about Sherwin-Williams products, and recommend the right solutions. Customer Service Specialists are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and...Contract workFor contractorsLocal area
- ...We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental... ...insurance, we offer: Employee Assistance Program Retirement plans Educational Assistance And much more! We are an equal...Contract workLocal area
$47.5k - $52.5k
...Position Title: Client Service Specialist- Personal Lines Location: Hybrid Poughkeepsie... ...unique opportunity to build long-term wealth while growing your career. Heres what makes... ...-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded,...Hourly payWork at office- ...their questions about Sherwin-Williams products, and recommend the right solutions. Customer Service Specialists are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and...For contractorsWork experience placementAfternoon shift
$17 - $19 per hour
...customers, including contractors, property owners, and commercial clients. The team supports every stage of the Pro customer journey,... ...loading to expert product recommendations and tailored delivery solutions. Pro Customer Service/Sales Team members build and maintain professional...For contractors$21 - $22 per hour
...accurately to customers, explaining possible solutions, and ensuring our customers feel... ...services as well as in customer service and client relationship management. Able to effectively... ...1K, Employee Awards, Employee Assistance Plan, Wellness Incentive, Tuition Assistance,...Hourly payWork at officeHome officeFlexible hours- ...ourselves in the services we provide our clients (our client relationships), as well as, the... ...meetings, execute business and marketing plans and be intimately involved in the success... ...: Educating customers on the best solution for their needs Communicate the...
$37.5k - $42.5k
...Position Title: Assistant Client Service Specialist- Commercial Lines Location: Hybrid... ...unique opportunity to build long-term wealth while growing your career. Heres what makes... ...-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded,...Hourly payWork at office- JESCO Job Opportunity JESCO, a leading John Deere, Wirtgen Group, Ditch Witch and Topcon dealer in New York, New Jersey, Maryland, Delaware, Virginia, and New England region. Family-owned and operated for more than 50 years, we are hiring to grow our award-winning company...Local area
$50 - $60 per hour
...ve created a unique, more personal approach to Medical Services solutions. 22nd Century Technologies Inc., (TSCTI) is one the fastest... ...unparallel healthcare and technology staffing services to Public and Private sectors for 25 years. Started as a technology staffing...Hourly payFull timeImmediate startShift work$19 per hour
...Specialists help customers bring their project ideas to life by offering a range of product options, providing samples, and recommending solutions-including installation and related services. Sales Specialists listen to customer needs, address concerns, and highlight current...Local area$2,076 per week
.../ Technologist Location: Fishkill, NY Agency: Medical Solutions Pay: $2,076 per week Shift Information: Nights Start... ...referral bonus ~401(k) with company contribution ~ Paid, private, pet-friendly housing ~ Licensure/certification reimbursement...Full timeImmediate startShift workNight shift
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