Wealth Advisor: Custom Investment & Insurance Solutions
M&T Bank
A prominent financial institution in Tonawanda is looking for an experienced Financial Advisor to provide personalized financial solutions to clients. The role requires strong investment and insurance sales experience, along with the ability to build relationships and ensure regulatory compliance. Candidates should possess relevant licenses and a commitment to customer service. The position offers a chance to impact clients' financial well-being through trusted advice and effective solutions. #J-18808-Ljbffr
$62.2k - $103.6k
...Overview: Serves as an advisor to provide an advice-... ...approach to financial solutions for an assigned book... ...new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail... ..., Community partners, Wealth/WISD and Mortgage to deliver...SuggestedWork experience placementBank staff- ...financial wellness through tailored advice and solutions. This role involves developing strong client relationships, promoting investment and insurance products, and ensuring operations compliance. Ideal candidates will have customer relationship experience and essential...SuggestedHourly pay
$25 - $38.46 per hour
...problem solver, trusted advisor, and partner to the... ...appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps... ...provide effective and customized financial wellness recommendations... ...of investment and insurance products....SuggestedHourly payWork experience placementFlexible hoursDay shift$20.67 - $31.25 per hour
...Be a problem solver, trusted advisor, and partner to the people... ...needs and provide guidance and solutions to assist in client's... ...conversations and provide effective and customized financial wellness... ...influence of partners such as Key Investment Services, Mortgage and...SuggestedHourly payWork experience placementDay shift- ...into the financial future they desire by utilizing our expansive insurance and financial product lines. You will be given the flexibility... ...saving strategies; mutual funds and a wide array of other investments; estate analysis; employee, executive benefit programs and financial...Suggested
- ...Financial Advisor (Western NY Market) - Tonawanda and surrounding... ..., Business Banking, and Wealth partners-giving you the... ...and delivering advice-based solutions. What You'll Do Build... ...partnerships Deliver personalized investment and insurance solutions aligned to...Work experience placement
$75k
...offer tailored financial solutions. If you're eager to... ...financial objectives • Customize financial plans for... ...recommendations such as life insurance, mutual funds, savings... ..., personal financial advisor, financial analyst, or... ...planning and investment management • Excellent...- ...joint work, specialist advisors, classroom training,... ...include: subsidized health insurance, 401k with match, cash... ...of insurance and investment products, not limited... ...offer non-MassMutual solutions through Ash Brokerage... ...in the community · Customer service mentality with...Full timeWork experience placementLocal area
$100k - $125k
...sales process as appropriate. Create sales presentation materials for customers. Respond to Requests for Proposals: form the deal team, evaluate the RFP, make go/no-go decisions, define the proposed solution, coordinate and write responses, complete the final proposal...Work at officeLocal areaRemote work$80k - $125k
...boundaries, tackle exciting challenges, and develop cutting-edge solutions that promote energy efficiency and reduce environmental impact... ...trends. Conduct in-depth order margin analysis by product, customer, channel, and region. Prepare materials for Monthly...$154.7k - $257.9k
...Knowledge of Low-Income Housing Tax, Investment Tax Credits and New Market... ..., guidance, expertise and solutions across the entire financial... ...traditional banking services with the wealth management and institutional... ...relationships with our customers. We are a bank for...Work experience placementLocal area- ...role in forecasting, pricing strategy, and investment analysis, translating complex data into... ...Tech, a leader in facilities and energy solutions. We specialize in integrating systems,... ...development opportunities. Join our fast-growing, customer-focused organization where your skills...Work experience placement
- ...Build Wealth. Build Relationships. Build Your Future. At Alliance Financial Network, our Financial Advisors are trusted advocates—guiding clients to protect assets, build wealth... ...access to objective, flexible investment solutions and a broad manager universe, supported...Flexible hours
- ...Representative to join their team in Eggertsville, NY. You will help clients achieve their financial goals through personalized insurance solutions and financial planning. This role involves engaging with clients, developing comprehensive financial plans, and recommending...Remote workWork from homeFlexible hours
- ...your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial... ...build long‑term security Life and disability insurance for added peace of mind Employee wellness programs...
$45k - $100k
...and 20,000 financial advisors across the U.S. and Canada... ...retirement, building wealth, estate strategies,... ...Canada than any other investment firm, serving over eight... ...and financial solutions to your clients? Taking... ...within three months. State insurance licenses will be...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual... ...· Education Funding · Investment & Advisory Services ·... ...Services · Retirement Solutions · Business Needs Analysis... ...for growth, insurance for protection, and annuities... ...and Northwestern Mutual Wealth Management Company® (...Full timeContract workFor contractorsWork at office$50k
...clients and 20,000 financial advisors across the U.S. and Canada,... .... and Canada than any other investment firm, serving over eight million... ...seeking the right solutions for clients Comfortable in... ...record of success State insurance licenses preferred Preferred...Work at officeWork from homeHome officeFlexible hours- ...services.** **NOW SEEKING EXPERIENCED FINANCE ADVISORS & CONSULTANTS** General Consulting... ...to innovate and implement strategic solutions. Your ability to navigate and unite various... ...funding strategies, such as loans and investment capital to facilitate the client’s expansion...For contractorsWork at officeRemote workFlexible hours
$19.23 per hour
...dedicated to providing our customers with friendly,... ...offer commercial banking, wealth management, investment management, insurance and risk management, and... ...present tailored mortgage solutions, and guide clients... ...as a trusted mortgage advisor. Make an Impact - Represent...Hourly payWork at officeLocal area$25 - $27.88 per hour
...life priorities and connecting clients to solutions that meet the financial goals.... ...experts in small business, lending, and investments Manages financial center traffic, appointments... ...Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem...Hourly payFull timeWork at officeShift workWeekend workDay shift$70k - $80k
...and act decisively for our customers and partners. We deliver... ...are searching for a Financial Advisor to provide a personalized retirement... ..., dental, vision, life insurance and 401(k) plan with match... ...contributions by certain investment advisers, and other federal...Hourly payLocal areaImmediate startRemote workRelocation$100k - $120k
...Gilder Search Group is seeking an Investment Advisor Associate in Buffalo, NY, offering a competitive salary of $100,000 - $120,000+. This role focuses on providing exceptional client experiences while supporting financial planning initiatives. The ideal candidate will...Flexible hours- ...on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity... ...goals through personalized insurance solutions and financial planning. Your role... ...comprehensive financial plans that include investments, insurance, and retirement. Insurance...Work from homeVisa sponsorshipFlexible hours
- ...Company parties Dental insurance Flexible schedule... ...of mind, we also invest in the growth and success... ...a Northwestern Mutual Advisor : A Glance at Northwestern... ...founded. Ben Ross, Wealth Management Advisor/... ...insurance solutions and financial planning...Full timeInternshipWork at officeLocal areaWork from homeVisa sponsorshipFlexible hoursNight shift
$18 - $26.21 per hour
...Overview: Specializes in our branch customer experience through digital engagement, lobby management, transactional processing... ...differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them. Educate our...Hourly payImmediate start$164k - $205k
...164,000.00 To $205,000.00 Annually THE COMPANY The Low Income Investment Fund is a non-profit community development financial institution... ...-being for people and communities. LIIF innovates financial solutions that center racial equity to create more equitable outcomes for...Full timeWork experience placementWork at office- ...seeking a Private Client Banker who will serve as a trusted advisor and problem solver for clients with up to $2M in investable assets. The role includes assessing client financial needs, delivering tailored solutions, and building strong relationships through effective...Hourly pay
$62.4k
...KeyCorp is looking for a Private Client Advisor in Niagara Falls to manage and grow relationships with clients who have investable assets between $250,000 to $2 million. You will provide personalized investment solutions while collaborating closely with Branch personnel...$50 - $60 per hour
...completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you...Hourly payContract workFor contractorsWork experience placementRemote work
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