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SENIOR FINANCIAL ADVISOR, ONEIDA

Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team. Develop new HNW client relationships through Savvy's marketing and lead generation programs. Provide comprehensive financial p...

CompanySavvy Wealth
AddressOneida, NY
CategoryAccounting/Finance
Job typeFull-Time
Date Posted a month ago See detail

Senior Financial Advisor, Oneida

Savvy Wealth

Oneida, NY

Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team. Develop new HNW client relationships through Savvy's marketing and lead generation programs. Provide comprehensive financial p...

a month ago seen See more...

Senior Financial Advisor, Utica

Savvy Wealth

Utica, NY

Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team. Develop new HNW client relationships through Savvy's marketing and lead generation programs. Provide comprehensive financial p...

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Senior Financial Advisor, North Tonawanda

Savvy Wealth

North Tonawanda, NY

Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team. Develop new HNW client relationships through Savvy's marketing and lead generation programs. Provide comprehensive financial p...

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Senior Financial Advisor, Sherrill

Savvy Wealth

Sherrill, NY

Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team. Develop new HNW client relationships through Savvy's marketing and lead generation programs. Provide comprehensive financial p...

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Senior Financial Advisor, Rome

Savvy Wealth

Rome, NY

Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team. Develop new HNW client relationships through Savvy's marketing and lead generation programs. Provide comprehensive financial p...

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Senior Financial Advisor, Lockport

Savvy Wealth

Lockport, NY

Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team. Develop new HNW client relationships through Savvy's marketing and lead generation programs. Provide comprehensive financial p...

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Senior Wealth Advisor, Jacksonville, FL

Mariner Wealth Advisors

Jacksonville, FL

Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs. Lead client meetings at all phases of the wealth planning cycle to identify compl...

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Senior Wealth Advisor, Ft. Lauderdale, FL

Mariner Wealth Advisors

Fort Lauderdale, FL

Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs. Lead client meetings at all phases of the wealth planning cycle to identify compl...

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Senior Home Lending Advisor - Kansas City MO

Jpmorgan Chase & Co

Kansas City, MO

Coaches and mentors the branch team by providing training on products and services. Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services. Collaborates w...

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Technical Advisor (Senior Technical Advisor) NTE 1YR, MBE, MBMP

Internal Revenue Service

Anchorage, AK

Career transition (CTAP, ICTAP, RPL)Federal employees who meet the definition of a "surplus" or "displaced" employee. Internal to an agencyCurrent federal employees of this agency. Temporary NTE 1 Year, May Be Extended Up to 5 Yea...

2 months ago seen See more...

Senior Public Affairs Advisor

Pacific Northwest National Laboratory

Richland, WA

Serves as the primary media spokesperson for PNNL. Tracks breaking news and works across the organization to effectively implement rapid response and crisis communications. Develops and implements media strategies for various high...

2 months ago seen See more...

Senior Clean Energy Policy Advisor

Western Resource Advocates

Santa Fe, NM

Independently develop and advocate for equitable policies in New Mexico regulatory, legislative, and other policy forums that reduce the environmental impact of electric and gas public utilities, spur a rapid transition to a clean...

2 months ago seen See more...

Senior Financial Advisor, New York

Savvy Wealth

New York, NY

Develop new client relationships and support Business Development efforts. Gather client data, both quantitative and qualitative, and work with clients in understanding and defining their financial planning and investment needs an...

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Senior Technology Advisor - Security Operations Center (SOC)

Base-2 Solutions

Colorado Springs, CO

Strategic Advising: Serve as a trusted advisor to senior management, business units, and other stakeholders by offering recommendations on IT and cybersecuritystrategies, policies, and procedures that align with organizational obj...

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Senior Technical Advisor (STA) - SOC

Argus Secure Technology L

Palmer Lake, CO

Strategic Advising: Serve as a trusted advisor to senior management, business units, and other stakeholders by offering recommendations on IT and cybersecurity strategies, policies, and procedures that align with organizational ob...

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Senior Technical Advisor for Robotic Applications

Honda

Marysville, OH

$95,200 - $142,800 a year

Advise, guide, and mentor other team members on technical matters, project management and execution for Level 3/4 associates. Also performs quality check function for Robotic deliverables. Direct support to ED-Robotics Level 4 Pla...

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Senior Financial Advisor, Yonkers

Savvy Wealth

Yonkers, NY

Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team. Develop new HNW client relationships through Savvy's marketing and lead generation programs. Provide comprehensive financial p...

2 months ago seen See more...

Tax Senior and Advisor - CPA or EA - Remote (LI888139)

Res Consultant Group

Houston, TX

You're an independent thinker, tech savvy, and a problem solver. Great communicator, comfortable on Zoom calls, and have the ability to deliver a 'wow' experience to clients. Passionate about accounting & tax, with a desire to con...

2 months ago seen See more...

Engagement Financial Advisors, Senior Consultant (Government & Public Services)

Deloitte

Lake Mary, FL

$119K - $150K a year

Lead and oversee budget preparation activities and forecasts. Project and track financial metrics such as revenue, cost and profitability. Manage lifecycle of engagements including set up, revenue recognition and compliance, month...

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J.P. Morgan Advisors Senior Client Associate - Morristown, NJ

Jpmorgan Chase & Co

Morristown, NJ

$66,500 - $90,000 a year

Own the client onboarding and account maintenance for new and existing clients. Inclusive of collecting account-specific information, obtaining account document from clients and complying with regulatory policies and procedures. P...

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Senior Guest Advisor

Gamestop

Gig Harbor, WA

$16.78 - $19.53 an hour

Certain State-specific exceptions may apply....

2 months ago seen See more...

Commercial Broker Dealer Compliance Advisor - Senior Manager

Capital One

Virginia, United States

Manage a team of two registrations professionals and one Compliance Advisor. Provide subject matter expertise and guidance on compliance with all applicable SEC and FINRA rules and regulations, including but not limited to anti-mo...

2 months ago seen See more...

Senior Manager, Climate Risk Solutions - RE Tech Advisors

Legence

Virginia, United States

$89.6K - $113K a year

Design, pitch, and lead multiple client decarbonization projects across sectors that may include commercial real estate, private equity, lending, government, and public-private partnerships. Oversee teams implementing client proje...

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Human Resources Advisor Senior (Employment/Compensation - Parks and Recreation Department)

City Of Austin

Austin, TX

$31.81 - $39.76 an hour

Graduation with a Bachelors degree from an accredited college or university in related field, plus four (4) years of HR experience. None. Supports and advises designated client areas on critical matters related to staff compensat...

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Senior Living Advisor

Life For Seniors Llc

Saint George, UT

From $18 an hour

- Client Consultation: Conduct in-depth consultations with seniors and their families in the St George area to understand their specific needs, preferences, and budget constraints. - Senior Housing Research: Stay updated on senior...

2 months ago seen See more...

Senior Sales Advisor (LA Melrose)

Toteme

West Hollywood, CA

$25 - $30 an hour

Deliver superb service to customers Create and maintain long-term relationships. Work individually and as part of a team to reach sales targets. Act as an ambassador for TOTEME. Do merchandising and styling. Plan and execute daily...

2 months ago seen See more...

Senior Wealth Advisor

M&T Bank

New York, NY

Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm. Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary...

2 months ago seen See more...

Senior Financial Advisor

Avior Executive Search

New York, NY

$200,000 a year

Must have an established portfolio of 100M AUM and above Provide financial planning advice and guidance Manage client portfolios Execute trades and transactions Stay up-to-date on market trends and regulations. Bachelor's degree i...

2 months ago seen See more...

Senior Employee Relations Advisor for Clinical Practice and Medical Education

Uthealth Houston

Houston, TX

$84.5K - $107K a year

100% paid medical premiums for our full-time employees. Generous time off (holidays, preventative leave day, both vacation and sick time all of which equates to around 37-38 days per year). The longer you stay, the more vacation...

2 months ago seen See more...

Senior Policy Advisor, Economic Justice

Oxfam America

Washington, DC

$90,000 - $95,000 a year

Analysis: Prepare and support the drafting of papers and other materials that analyze issues relevant to economic inequality within the US and the US role globally. These include issues of wealth and income inequality, progressiv...

2 months ago seen See more...

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